Free Employee Handover Note Template
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
-
Review Cloud Service Provider Proposals
-
Evaluate and compare proposals from shortlisted vendors.
-
Ensure compliance with budgetary constraints and organizational requirements.
-
-
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.
-
-
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.
