-
Communication plan meeting
Meeting with Chris Walker, Laura, Jim and Mark to discuss and finalize the timeline of commincation to effectively and appropriately get the word out to employees and professional refferal sources and clients about the managing partner transition Sept. 30. -
Blog updates
Jim should communicate about the transition through his blog, and his posts about the news of his transition should make it very clear that he is not retiring from the company, and will still be at HLBTR full time. Rather, he is taking a new position. -
Client decisions
Jim and Mark: Go through your current list of managed clients and decide which clients you will no longer have the time to manage or will not want to manage after the transition. New client managers need to be assigned to these clients. -
Transition clients to other client managers
Jim and Mark will hold private meetings with the client managers to discuss transition plan specific timeslines. -
Provide materials/resources
Mark will give the client managers taking over his clients any and all materials they will need to manage their new client. Profiles, past data and other information all need to be transferred to the new client manager. -
Production plans
Meet with the individuals producing the HLBTR film and get a schedule established for production. -
Management team happy hour
Mark and Jim will lead the happy hour held at HLBTR. Mention the managing partner transition again, let everyone know it is only a few months away! Mark speak about the quarter and progess of the company, demonstrate leadership at these company gatherings to earn the trust of the employees. -
Website information
An anouncement of the managing partner transition at HLBTR should be posted on the front page of the comapny website so that visitors know about the important upcoming change and how we are handling it. -
Press release
The marketing team will issue a formal press release addressing the managing partner transition. The press release should be received by the appropriate media outlets, including the Business Journal, and closely affiliated businesses. -
Period: to
Film production complete
Filming/editing/production for the movie being made featuring the HLBTR managing partner transition campaign - completion due date: September 30 -
Deliver news of transition to clients
By June 1st, Mark will have communicated to his clients about his new role at HLBTR and provide each of them with an understanding of the transition.
Take clients golfing, t&c, meet for lunch/dinner -
Film production begins
The marketing team will be leading the HLBTR film production project, and a camera crew will be creating the film from June - September. -
Management team happy hour
Get everyone excited about the upcoming transition that will be taking place in the next couple months! Create atmosphere of positivity so that everyone can be relaxed and comfortable with this change in the company. -
Internal company printed newsletter about transition
It is important to thoroughly communicate with the firm 's staff about this big change at the company. A newsletter should be created by the marketing team, half of it focusing on Jim and his accomplishments as managing partner and half of it welcoming Mark and highlighting his goals and promises to the company as he steps into the managing partner position.
The letters will be printed distributed to each person's desk, or they can pick one up from Pam when they walk into work on this day. -
Printed newsletter to clients
Make sure a formal newsletter is deleviered to all clients of HLBTR and all other professional relationships about the managing partner transition - this keeps everyone in the loop and lets them know we value our relationship with them. -
Management team happy hour
Scheduled happy hour at HLBTR - continue to communicated the news of the transition in a positive light. -
Period: to
Annual Meeting
Official announcement and celebration of the managing partner transition from Jim Redpath to Mark Gibbs.
Congratulations Mark, thanks for all your years of hard work as managing partner Jim! Jim and Mark will be the focus of the happy hour - Jim can talk about his time at HLBTR and the future of the company and his role in it, and Mark can introduce himself as the official new managing partner and his expectations/goals for the company.
Showing of HLBTR film
Location: Town & Country Club(?)
