Free Business Handover Template
Business Handover
I. Handover Details/Objectives
The purpose of this handover is to ensure a smooth transition of responsibilities from [Your Name] to the successor, ensuring continuity and efficiency in operations within [Your Company Name]. The handover encompasses essential information, processes, and key contacts necessary for the successor to seamlessly integrate into the role and fulfill responsibilities effectively.
II. Handover Team
|
Name |
Company Name |
Department |
Date |
|---|---|---|---|
|
[Your Name] |
[Your Company Name] |
[Your Department] |
[Date] |
III. Overview
A. Background
Providing a brief background overview of the role and its significance within [Your Company Name] ensures the successor understands the context of their new position. Highlighting key achievements and ongoing projects can offer valuable insights.
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[Your Company Name] is a leading provider of [brief description of your company].
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The role of [position being handed over] is crucial for [mention the significance of the role].
B. Objectives
Clearly defining the objectives of the handover ensures both parties are aligned on expectations and outcomes.
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Transfer of Knowledge: Share essential information, processes, and insights accumulated during your tenure.
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Introduction to Key Stakeholders: Introduce the successor to key contacts within the organization to facilitate collaboration.
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Clarification of Responsibilities: Outline the core responsibilities of the role and provide clarity on expectations.
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Addressing Ongoing Projects: Review ongoing projects, their status, and any pending tasks to ensure continuity.
IV. Handover Process
A. Documentation
Providing access to relevant documentation ensures the successor has access to essential resources.
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[List of Documents]: Share a comprehensive list of documents, including manuals, guidelines, and reports, relevant to the role.
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[Access Credentials]: Provide login credentials for relevant systems and platforms.
B. Meetings
Scheduling meetings allows for face-to-face interactions and the opportunity to address any queries or concerns.
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Handover Meeting: Arrange a formal handover meeting to discuss key points and address any questions the successor may have.
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Introduction Meetings: Schedule introductory meetings with key stakeholders to foster relationships and understand ongoing projects.
V. Key Contacts
A. Internal Contacts
Providing contact details of key internal stakeholders facilitates communication and collaboration.
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[Name]: [Position], [Contact Information]
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[Name]: [Position], [Contact Information]
B. External Contacts
Including external contacts relevant to the role ensures seamless coordination with external parties.
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[Name]: [Organization], [Contact Information]
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[Name]: [Organization], [Contact Information]
VI. Next Steps
A. Immediate Tasks
Outline immediate tasks and priorities for the successor to address upon assuming the role.
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[Task 1]: [Description]
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[Task 2]: [Description]
B. Ongoing Support
Offer ongoing support and assistance to the successor during the transition period.
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[Availability]: Specify your availability to address any queries or concerns.
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[Contact Information]: Provide contact details for further assistance.
