What do you do if you're a retiring marketing professional needing to pass on your responsibilities smoothly?

Everything changes so fast, so most of the documentation will not be needed. Plus, if you are getting ready to retire, your brain is probably not as sharp, so just allow younger specialists to be around you, and they will document what's important for them, and then make it better

If you're a retiring marketing professional ready to hand over your duties, here’s how to do it smoothly: Plan Early: Start planning the handover well before you retire. Document Everything: Write down details about your projects and processes. Define Responsibilities: Make a clear list of what your job involves. Train Your Successor: Spend time teaching the next person everything they need to know. Introduce Them: Bring your successor to meet your important contacts and clients. Provide Tools: Ensure they have access to all necessary resources. Stay Available: Offer to help and answer questions even after you retire. This way, you can ensure a smooth transition and leave your role in good hands.

Use "watch period" - the last couple months/week, explain nothing, correct nothing, and let them work as they feel. You will be surprised

When I was training my successor, I found two approaches particularly effective. First, I created an 'Open Journal'—an evolving document charting our campaigns' life cycles, including brainstorming sketches, strategy pivots, and real-time results. This "living history" became an invaluable resource, providing context and insight. Second, we instituted weekly 'What If' sessions. Here, we'd role-play different scenarios, exploring outcomes of various decisions. These sessions honed my successor’s strategic thinking, preparing them for the unexpected with agility and creativity. These methods turned training into a dynamic learning experience, far beyond standard protocols. 📚🌀

In most cases, the "company's values, mission, and vision" is BS that exists to manipulate employees and/or to sell products better. Just be ready for that.

If you're a retiring marketing professional ready to hand over your duties, here’s how to do it smoothly: Plan Early: Start planning the handover well before you retire. Document Everything: Write down details about your projects and processes. Define Responsibilities: Make a clear list of what your job involves. Train Your Successor: Spend time teaching the next person everything they need to know. Introduce Them: Bring your successor to meet your important contacts and clients. Provide Tools: Ensure they have access to all necessary resources. Stay Available: Offer to help and answer questions even after you retire. This way, you can ensure a smooth transition and leave your role in good hands.

If you're a retiring marketing professional ready to hand over your duties, here’s how to do it smoothly: Plan Early: Start planning the handover well before you retire. Document Everything: Write down details about your projects and processes. Define Responsibilities: Make a clear list of what your job involves. Train Your Successor: Spend time teaching the next person everything they need to know. Introduce Them: Bring your successor to meet your important contacts and clients. Provide Tools: Ensure they have access to all necessary resources. Stay Available: Offer to help and answer questions even after you retire. This way, you can ensure a smooth transition and leave your role in good hands.