Agency Transfer Meeting Agenda Template

Resource Overview

Use the Agency Transition Transfer Meeting Agenda Template to set up a successful transition meeting between your old and new agency partner.

Downloads
22
 

Your Problem

You need an agenda for planning a successful transition meeting between your old and new agency partner.

Our Solution

Your existing agency will need to meet and work with your new agency partner to make this transition a successful one. This transfer meeting is an important first impression for the relationship between both agencies, and it is recommended to lead this meeting to make success certain.

Use the Agency Transition Transfer Meeting Agenda Template to set up a successful transition meeting between your old and new agency partner. 

Key Benefits

  • leverage transition meeting best practices
  • easy to edit and add your own steps to the agenda
  • assignable to team members at bottom of document