Free Travel Agency Handover Checklist Template
Travel Agency Handover Checklist
Please follow the steps outlined in this handover checklist to ensure a seamless transition of responsibilities. Ensure each item is checked off as it is completed, and use the "Completed By" and "Date" columns to track the progress of the handover.
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Action Required |
Completed By |
Date |
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Review and update all client files and transfer relevant documents to the new handler. |
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Provide a status update on all current projects, including upcoming deadlines and client needs. |
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List all scheduled meetings and appointments with clients and suppliers. Inform all parties of the change in personnel. |
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Share a list of key contacts within and outside the organization that are critical to ongoing operations. |
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Transfer all necessary system and software logins, ensuring the new handler has access to required tools. |
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Update on pending invoices, payments, and any financial responsibilities that need to be monitored. |
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Prepare a comprehensive briefing document detailing any specific client preferences, ongoing negotiations, or sensitive issues. |
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Schedule a final meeting to discuss any outstanding issues and confirm understanding of all items handed over. |
