Free Office Handover Report Template
Office Handover Report
I. Introduction
This Office Handover Report documents the transfer of responsibilities from [YOUR NAME], Project Manager, to Diane Mattson, effective July 1, 2050. This report aims to ensure a smooth transition and continuity of operations within [YOUR COMPANY NAME].
II. Current Responsibilities
A. Tasks and Projects
|
Project Name |
Description |
Status |
Next Steps |
|---|---|---|---|
|
Phoenix Initiative |
Strategic initiative to revamp corporate sustainability goals. |
In Progress |
Finalize phase 1 milestones |
|
Nova Sales Strategy |
Development of new sales strategy for Q3 2050. |
In Progress |
Review draft proposal, gather feedback |
B. Key Contacts
|
Type |
Name |
|
Phone |
|---|---|---|---|
|
Internal |
Ana Daniel |
ana@email.com |
201-714-5645 |
|
External |
Andre Bills |
andre@email.com |
401-469-3575 |
C. Documents and Resources
|
Document Name |
Location |
|---|---|
|
Phoenix Initiative Proposal |
SharePoint |
|
Nova Sales Strategy Draft |
CRM |
III. Additional Information
A. Policies and Procedures
|
Policy Name |
Description |
|---|---|
|
Remote Work Policy |
Guidelines for remote work arrangements, including approval process and communication expectations. |
|
Travel Expense Policy |
Procedures for expense reimbursements, submission deadlines, and required documentation. |
B. Challenges and Solutions
|
Challenge |
Solution |
|---|---|
|
Resource Allocation Issues in Phoenix Initiative |
Schedule a resource reallocation meeting with team leads to adjust workload and priorities effectively. |
IV. Transition Plan
A. Handover Schedule
|
Week |
Activities |
|---|---|
|
Week 1 (July 1-5, 2050) |
Initial briefing and introduction to ongoing projects and key contacts. |
|
Week 2 (July 8-12, 2050) |
Detailed review of project status, pending tasks, and challenges. |
|
Week 3 (July 15-19, 2050) |
Follow-up meetings and final handover discussions. |
B. Training and Support
|
Training Resources |
Details |
|---|---|
|
Project Documentation |
Access provided to project proposals, contracts, and other relevant documents. |
|
Tools Training |
Tutorials on using Trello for project tracking and Salesforce for client management. |
V. Conclusion
This comprehensive Office Handover Report provides a detailed overview of responsibilities, tasks, and resources, facilitating a seamless transition for Diane Mattson into their new role. For further details or queries, please contact [YOUR EMAIL] or visit [YOUR COMPANY WEBSITE].
