Free Duty Handover Layout Note Template
Duty Handover Layout Note
I. Overview of Responsibilities
Provide a clear summary of the core responsibilities and role-specific tasks.
Position Title: Position Name
Main Duties:
Key Task 1
Key Task 2
Key Task 3
II. Ongoing Tasks/Projects
Detail all active tasks or projects, including their status and next steps to ensure continuity.
Project/Task 1:
Status: In Progress/Completed/On Hold
Deadline: Due Date
Key Updates: Any recent progress
Next Steps: Immediate actions needed
Project/Task 2:
Status: In Progress/Completed/On Hold
Deadline: Due Date
Key Updates: Any recent progress
Next Steps: Immediate actions needed
III. Important Contacts
List key individuals or teams the incoming person may need to reach out to for support or clarification.
Name: Contact Name
Role: Position/Department
Phone: Phone Number
Email: Email Address
Relevant Information: Why this contact is important
Name: Contact Name
Role: Position/Department
Phone: Phone Number
Email: Email Address
Relevant Information: Why this contact is important
IV. Pending Issues or Challenges
List any unresolved matters, risks, or challenges that need attention and may impact performance or progress.
Issue 1:
Description: Brief explanation of the issue
Next Steps: Suggested solutions or actions
Issue 2:
Description: Brief explanation of the issue
Next Steps: Suggested solutions or actions
V. Next Steps/Action Items
Outline immediate priorities and actionable items that should be addressed first.
Action 1: Description of the action
Due Date: Deadline
Action 2: Description of the action
Due Date: Deadline
VI. Documentation/Resources
Provide any relevant documentation, links, or resources that the incoming person may need to refer to.
Document Name/Link 1: Brief description
Document Name/Link 2: Brief description
Outgoing Person Details
[Your Name]
Incoming Person Details
Incoming Person's Name
Templates
Handover Note
Templates
