Role Handover and Transition Plan
Hand over work cleanly when someone leaves or changes roles.
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Create a handover plan for when [PERSON] leaves or changes from [ROLE]. Successor or covering person: [SUCCESSOR]. Departure date: [DEPARTURE_DATE]. Main responsibilities, projects, and relationships: [RESPONSIBILITIES]. Produce a checklist organized by timing and owner, with boxes: FOUR TO TWO WEEKS BEFORE [ ] Inventory of recurring tasks with frequency, steps, tools, and deadlines [ ] Inventory of active projects with status, next actions, and risks [ ] List of key contacts (internal, customers, suppliers) with context and preferences [ ] Locations of files, passwords to be transferred through the approved password manager (never in the handover document), and account ownership [ ] Decisions pending and authority levels FINAL TWO WEEKS [ ] Shadowing sessions with notes [ ] Introductions to contacts, in person or by message [ ] Recorded walk-throughs of complex tasks [ ] Open issues list reviewed with the manager LAST WEEK AND AFTER [ ] Access removal or transfer on the last day, including shared accounts [ ] Out-of-office and email forwarding set up [ ] Check-in with the successor at 2 weeks and 6 weeks [ ] Exit conversation and knowledge gaps list Include a handover document template with sections and a quality test: could the successor run the next month using only this document? Add a risk list of knowledge that exists only in the person's head.
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