Handover Summary Format

Handover Summary Format

1. Handover Details

  • Date of Handover: [Insert Date]

  • Handover Prepared By: [Your Name]

  • Handover Received By: [Recipient's Name]

  • Position/Role: [Your Role and Recipient's Role]

  • Department/Team: [Your Department and Recipient's Department]

2. Project/Task Overview

  • Project/Task Name: [Insert Name]

  • Description: [Brief description of the project/task]

  • Objectives: [List main objectives or goals]

3. Current Status

  • Progress: [Brief summary of progress made]

  • Milestones Achieved: [List key milestones completed]

  • Outstanding Tasks: [List tasks still to be completed]

  • Challenges/Risks: [Outline any challenges or risks]

4. Key Contacts

  • Team Members: [List team members involved, with contact information]

  • Stakeholders: [List key stakeholders with contact information]

  • External Contacts: [List any relevant external contacts]

5. Documentation and Resources

  • Documents: [List key documents and their locations]

  • Tools/Software: [List any tools or software used]

  • Access Information: [Details on how to access relevant systems]

6. Next Steps

  • Immediate Actions Required: [List any immediate actions that need to be taken]

  • Follow-Up Meetings: [Schedule for any necessary meetings]

7. Additional Notes

  • [Any additional comments or notes that may be helpful]

8. Acknowledgment

  • Prepared By: [Your Name]

  • Received By: [Recipient's Name]

  • Date of Acknowledgment: [Insert Date]

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