Free Business Handover Report Layout Template
Business Handover Report Layout
1. Cover Page
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Title: Business Handover Report
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Date of Handover: [Insert Date]
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Prepared by: [Your Name]
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Position: [Your Position]
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Contact Information: [Your Email], [Your Company Number]
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Recipient: [Name of the Person/Team Receiving the Handover]
2. Table of Contents
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Executive Summary
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Objectives of the Handover
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Background Information
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Current Status Overview
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Key Responsibilities
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Ongoing Projects
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Key Contacts
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Important Documents
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Recommendations
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Appendix
3. Executive Summary
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A brief overview of the handover, highlighting key points and the purpose of the report.
4. Objectives of the Handover
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Clearly outline the objectives of the handover process, including goals and expectations.
5. Background Information
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Company Overview: Brief description of the organization.
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Department Overview: Description of the department involved.
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Reason for Handover: Explanation of why the handover is taking place.
6. Current Status Overview
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Summary of the current status of projects, initiatives, or responsibilities being handed over.
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Include metrics or KPIs if applicable.
7. Key Responsibilities
Detailed list of the responsibilities being transferred, including:
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Daily tasks
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Monthly reports
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Communication protocols
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Decision-making authority
8. Ongoing Projects
Overview of current projects, including:
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Project Name
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Objectives
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Timeline
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Current Status
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Key Stakeholders
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Next Steps
9. Key Contacts
List of important contacts related to the handover, including:
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Names
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Roles
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Contact Information
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Relationship to Projects/Responsibilities
10. Important Documents
List of essential documents that the recipient should review, such as:
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Project plans
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Meeting minutes
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Contracts
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Reports
11. Recommendations
Suggestions for the recipient on how to manage the responsibilities effectively, including:
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Best practices
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Potential challenges
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Tips for communication
12. Appendix
Any additional information that supports the handover, such as:
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Charts or graphs
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Detailed project documentation
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Relevant templates or forms