Templates / Handover document
Handover document
Start a handover with a list of what you did and your successor will never read it. They open the document when they are stuck, and at that moment they need the next click, not your job description. So this frame puts what is currently running and who has access up front.
The section written last and lost first is why things are the way they are. Procedures survive in documents; the reasons behind them leave with the person. One line per item is enough.
What is inside
Handover document
From:, To:, Last day:
Work in flight
- Progress, the next single step, the deadline.
Recurring duties
- Cadence, due date, what breaks if skipped.
Access and accounts
- No passwords here, only where to request them
People and channels
- Who to contact, and for what.
Why it is set up this way
One line each: what not to change, and why.
Not handed over yet
- With an owner and a date