From time to time, there will be occasions where line management shifts and this could be for a number of reasons:

• Line managers are promoted or given more responsibility
• Reports may also be promoted or move internally which requires a line manager with similar experience or areas of responsibility (i.e. copy to strategy)
• Hiring new humans may mean line management will need to be looked at again. This is to ensure line management of humans are fair and equal so reports can be given the right amount of guidance and development.
• Either line manager or report moves on ☹️

To prepare line managers for a handover, it’s important to maintain communication throughout the transition between the current employee and new line manager. This ensures a seamless handover throughout. Unless a report has specifically requested to change line managers, the typical steps are:

1. The current line manager is notified of any potential changes as is the new line manager for reasons noted above
2. The current line manager has a meeting with their report to discuss the changes
3. Then, the current line manager and the new line manager have a call to discuss timelines of the handover

<aside> 💡 We have templates for line management handovers which you can access here. Please remember to click file > make a copy

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