Free Business Handover Report Layout Template

Business Handover Report Layout

1. Cover Page

  • Title: Business Handover Report

  • Date of Handover: [Insert Date]

  • Prepared by: [Your Name]

  • Position: [Your Position]

  • Contact Information: [Your Email], [Your Company Number]

  • Recipient: [Name of the Person/Team Receiving the Handover]

2. Table of Contents

  1. Executive Summary

  2. Objectives of the Handover

  3. Background Information

  4. Current Status Overview

  5. Key Responsibilities

  6. Ongoing Projects

  7. Key Contacts

  8. Important Documents

  9. Recommendations

  10. Appendix

3. Executive Summary

  • A brief overview of the handover, highlighting key points and the purpose of the report.

4. Objectives of the Handover

  • Clearly outline the objectives of the handover process, including goals and expectations.

5. Background Information

  • Company Overview: Brief description of the organization.

  • Department Overview: Description of the department involved.

  • Reason for Handover: Explanation of why the handover is taking place.

6. Current Status Overview

  • Summary of the current status of projects, initiatives, or responsibilities being handed over.

  • Include metrics or KPIs if applicable.

7. Key Responsibilities

Detailed list of the responsibilities being transferred, including:

  • Daily tasks

  • Monthly reports

  • Communication protocols

  • Decision-making authority

8. Ongoing Projects

Overview of current projects, including:

  • Project Name

  • Objectives

  • Timeline

  • Current Status

  • Key Stakeholders

  • Next Steps

9. Key Contacts

List of important contacts related to the handover, including:

  • Names

  • Roles

  • Contact Information

  • Relationship to Projects/Responsibilities

10. Important Documents

List of essential documents that the recipient should review, such as:

  • Project plans

  • Meeting minutes

  • Contracts

  • Reports

11. Recommendations

Suggestions for the recipient on how to manage the responsibilities effectively, including:

  • Best practices

  • Potential challenges

  • Tips for communication

12. Appendix

Any additional information that supports the handover, such as:

  • Charts or graphs

  • Detailed project documentation

  • Relevant templates or forms

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