Free Sample Managerial Work Handover Checklist Template
Sample Managerial Work Handover Checklist
Handover From: _____________________
Handover To: _____________________
Date of Handover: _____________________
Completion Date: [Completion Date]
1. Key Responsibilities Overview
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Task |
Description |
Status |
|---|---|---|
|
Daily Responsibilities |
Overview of key tasks requiring daily attention |
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Weekly Responsibilities |
Recurring tasks performed every week |
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Monthly Responsibilities |
Key activities to be completed monthly |
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Ongoing Projects/Initiatives |
Active projects, their status, and next steps |
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Critical Deadlines/Timelines |
Important upcoming deadlines for tasks or projects |
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2. Important Contacts
|
Contact Type |
Role |
Actions Needed |
Status |
|---|---|---|---|
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Internal Stakeholders |
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External Contacts (Vendors, Clients, Partners) |
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Emergency Contacts |
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Escalation Procedures |
- |
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3. Pending Tasks and Follow-ups
|
Task |
Current Status |
Actions Required |
Follow-up Deadline |
Status |
|---|---|---|---|---|
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Outstanding Tasks |
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Pending Approvals or Decisions |
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Key Points for Next Steps |
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4. Systems and Tools
|
System/Tool |
Description |
Access Information |
Critical Processes |
Status |
|---|---|---|---|---|
|
Primary Systems |
Overview of key systems and their purpose |
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Login Credentials |
Access details for essential systems |
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Maintenance Procedures |
Regular updates or system check-ups required |
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5. Team and Department Overview
|
Area |
Details |
Status |
|---|---|---|
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Team Responsibilities and Workloads |
Summary of team members' roles, tasks, and performance |
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Performance Management |
Current evaluations, goals, feedback, and development plans |
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Team Challenges |
Identify critical issues affecting team performance or morale |
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Team Meetings and Rituals |
Overview of team meetings, goals, and schedules |
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6. Budget and Financials
|
Task |
Current Status |
Action Required |
Responsible Party |
Status |
|---|---|---|---|---|
|
Budget Overview |
Review of the department’s current financial status |
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Pending Invoices or Financial Tasks |
Outstanding financial tasks such as approvals or payments |
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Budget Approvals |
Any pending approvals for financial matters |
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7. Legal and Compliance Matters
|
Matter |
Description |
Deadline |
Required Action |
Status |
|---|---|---|---|---|
|
Ongoing Legal Matters |
Any pending legal cases or issues |
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Compliance Issues |
Regulatory compliance or internal policy adherence |
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Important Deadlines |
Legal and regulatory deadlines |
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8. Strategic Goals and KPIs
|
Task |
Description |
Current Status |
Action Required |
Status |
|---|---|---|---|---|
|
Strategic Goals |
Long-term goals and vision for the department |
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Current KPIs |
Metrics for measuring success and progress |
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Business Objectives |
Key short-term goals and actions needed to achieve them |
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9. Critical Documents and Files
|
Document |
Location/Access |
Action Required |
Status |
|---|---|---|---|
|
Key Documents (Policies, Reports, Proposals) |
Access locations and methods for sharing |
|
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Pending Signatures |
Documents awaiting approval or signature |
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10. Transition Process and Timeline
|
Task |
Description |
Timeline |
Responsible Party |
Status |
|---|---|---|---|---|
|
Handover Timeline |
Set expectations and dates for the handover process |
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Check-in Meetings |
Regular meetings to assess progress during the transition |
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Final Review & Feedback |
End-of-transition review and feedback session |
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Signature of Handover Manager: _____________________
Signature of Receiving Manager: _____________________
Date of Handover Completion: _____________________
