Handover Note Sample

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Handover Note

Date: 15th January 2060
From: [Your Name]

Position: Senior Marketing Manager
To: Jack Roberts
Department: Marketing

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1. Introduction

This note outlines the tasks and responsibilities I am handing over to you as I transition out of my role as Senior Marketing Manager. The following information is crucial to ensure continuity in the team’s work. Please feel free to reach out if you need any further clarification.

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2. Key Responsibilities

Below is a summary of the key duties I am passing on:

• Campaign Management: Oversee the planning, execution, and monitoring of marketing campaigns for the next quarter. Currently, we are running the "Brand Awareness Campaign" which is in the planning phase.

• Client Relationships: Maintain regular contact with key clients like Greenfield Enterprises and SilverTech Solutions. The next client meeting is scheduled for 22nd January 2060, where you’ll present the new quarterly proposal.

• Team Leadership: Manage and support a team of three junior marketing coordinators. Weekly check-ins and monthly performance reviews are required. The next review session is on 28th January 2060.

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3. Pending Actions

These are the actions that require your attention:

• Finalize Campaign Budget: The marketing budget for the next campaign is still under review. Please review the figures and submit the final budget to the finance team by 20th January 2060.

• Client Presentation: Prepare a detailed presentation for the upcoming client meeting with Greenfield Enterprises. The presentation draft needs to be shared with me by 18th January 2060 for feedback.

• Team Meeting: The next team meeting to discuss upcoming projects is scheduled for 25th January 2060. Please ensure that the agenda is ready by 22nd January 2060.

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4. Important Contacts

Here are the key contacts for ongoing tasks:

1. Laura Mendez: Client Account Manager, Greenfield Enterprises, Phone: +1 555-123-4567, Email: laura.m@greenfield.com

   • Laura manages all client relations for Greenfield Enterprises and will be your primary contact for any immediate issues or updates regarding the account.

2. Daniel Stevens: Marketing Data Analyst, SilverTech Solutions, Phone: +1 555-789-1011, Email: daniel.stevens@silvertech.com

   • Daniel provides regular marketing data analysis reports, which are crucial for campaign decisions. He will assist you with performance metrics for the upcoming quarter.

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5. Relevant Documents/Resources

Please refer to the following documents for more detailed information:

1. Marketing Strategy Overview: Link to shared folder or document

   • This document includes all campaign strategies, target audiences, and past performance data that will be useful for your planning.

2. Client Meeting Agenda Template: Link to shared folder or document

   • Use this template for preparing agendas for client meetings.

3. Budget Template: Link to shared folder or document

   • This template will help you standardize and finalize the marketing campaign budget.

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6. Special Instructions or Notes

• The "Brand Awareness Campaign" is crucial for the next quarter, so please ensure that all approvals are received by the end of January.

• Be aware of the upcoming trade show event in February. It will require a lot of coordination with both the design and logistics teams.

• The team is currently working remotely due to the ongoing situation, so please ensure regular check-ins via video conference.

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Signature:

[Your Name]

Senior Marketing Manager

[Your Email]

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