Employee Handover Note

Employee Handover Note


Prepared By: [YOUR NAME]

Date: December 5, 2050


I. Employee Details

Name

Oliver Roberts

Position

Project Manager

Department

IT Services


II. Current Projects

Project Name

Project Code

Due Date

Status

Cloud Migration

CM001

2050-12-15

In Progress

New Website Launch

NWL002

2051-01-20

In Progress


III. Pending Tasks

  1. Review Cloud Service Provider Proposals

    • Evaluate and compare proposals from shortlisted vendors.

    • Ensure compliance with budgetary constraints and organizational requirements.

  2. Finalize Budget for New Website Launch Project

    • Gather final estimates from the development team and align them with the projected budget.

    • Submit the finalized budget for approval by the department head.

  3. Conduct Team Meetings for End-of-Year Review

    • Schedule and organize a meeting to discuss project outcomes, team performance, and areas for improvement.

    • Prepare an agenda and circulate it in advance to all team members.


IV. Key Contacts

Contact Name

Role

Phone Number

Aubrey Manning

IT Director

274 555 7777

Aubrey Gardner

Lead Developer

275 555 7777


V. Guidance Notes

  • Internal Handover Meeting: Attend the scheduled handover meeting in the first week of December. This will provide an opportunity to discuss any pressing issues and clarify responsibilities.

  • Review Project Documentation: Thoroughly review all relevant project documentation stored in the project management tool. Familiarize yourself with current progress, objectives, and any challenges encountered.

  • Communication Protocol: For any urgent matters, directly contact the IT Director. Additionally, keep communication open with the team to facilitate knowledge transfer and support.

  • Resources and Tools: Familiarize yourself with the tools used for project management and team collaboration.


Handover Templates @ Template.net