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.
Templates
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Templates
