Model Transgender Employment Policy
8
Sample Workplace Transition Plan
This sample Workplace Transition Plan addresses some of the processes that may occur at your company
during an employee transition. This sample plan should be customized to t your company’s stafng
structure and procedures, and should be modied individually with each transitioning employee to meet
their individual needs.
Before the Workplace Transition Begins:
1. The transitioning employee should get together with their selected rst point of contact to make
them aware of the employee’s upcoming transition.
2. If the point of contact is not in HR, then the transitioning employee should be referred to HR. Make
sure the employee knows about the company’s transgender-related policies and the availability of
transition-related health care benets.
3. Next, if the transitioning employee’s supervisor was not the rst point of contact, a meeting
between the transitioning employee and the employee’s supervisor – and others, if desired by the
transitioning employee – should be scheduled to ensure the supervisor knows of the employee’s
planned transition.Note: Management beyond the transitioning employee’s supervisor should be
made aware of the employee’s planned transition so that leaders can express their support when
the employee’s transition is made known to the employee’s work team.
4. The transitioning employee and their initial point person should meet to discuss all of the individuals
who will need to be included in the workplace transition plan. This should include the employee,
the employee’s immediate supervisor, and someone from HR. It can also be useful to include a
representative from the company’s LGBT employee resource group. All members of this transition
team should familiarize themselves with the company’s policies and any other relevant resources
that provide educational information about transgender issues.
Keep in mind that a timeframe would be helpful for when each person needs to become involved
in the employee’s transition process, as it is likely not all individuals of the transition team need to
be brought on board at once.
Also recognize that certain stages of the workplace transition process will require more lead time
than others. Set a timeline that attempts to realistically and accurately predict how long each step
should take.
5. Create the Workplace Transition Plan. Make sure it addresses all of the following areas:
i. The date when the transition will ofcially and formally occur. This means the date that the
employee will change their gender expression, name, and pronouns. The transitioning employee
may choose to begin using the restroom and locker room associated with their gender identity
on this date as well. The transitioning employee will know best when this should occur as they
will be able to determine all relevant factors to be considered when choosing this date.
ii. Decide how, and in what format, the transitioning employee’s co-workers should be made aware
of the employee’s transition. It is up to the transitioning employee to decide if they would like
to make some co-workers aware of their transition on a one-on-one basis before it is ofcially
announced.
iii. Decide what, if any, training will be given to co-workers.
iv. Determine what updates should be made to the transitioning employee’s records, and when
they will be made.
v. Determine dates of any leave that may be needed for pre-scheduled medical procedures.