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

Task	Description	Status
Daily Responsibilities	Overview of key tasks requiring daily attention
Weekly Responsibilities	Recurring tasks performed every week
Monthly Responsibilities	Key activities to be completed monthly
Ongoing Projects/Initiatives	Active projects, their status, and next steps
Critical Deadlines/Timelines	Important upcoming deadlines for tasks or projects

2. Important Contacts

Contact Type	Role	Actions Needed	Status
Internal Stakeholders
External Contacts (Vendors, Clients, Partners)
Emergency Contacts
Escalation Procedures		-

3. Pending Tasks and Follow-ups

Task	Current Status	Actions Required	Follow-up Deadline	Status
Outstanding Tasks
Pending Approvals or Decisions
Key Points for Next Steps

4. Systems and Tools

System/Tool	Description	Access Information	Critical Processes	Status
Primary Systems	Overview of key systems and their purpose
Login Credentials	Access details for essential systems
Maintenance Procedures	Regular updates or system check-ups required

5. Team and Department Overview

Area	Details	Status
Team Responsibilities and Workloads	Summary of team members' roles, tasks, and performance
Performance Management	Current evaluations, goals, feedback, and development plans
Team Challenges	Identify critical issues affecting team performance or morale
Team Meetings and Rituals	Overview of team meetings, goals, and schedules

6. Budget and Financials

Task	Current Status	Action Required	Responsible Party	Status
Budget Overview	Review of the department’s current financial status
Pending Invoices or Financial Tasks	Outstanding financial tasks such as approvals or payments
Budget Approvals	Any pending approvals for financial matters

7. Legal and Compliance Matters

Matter	Description	Deadline	Required Action	Status
Ongoing Legal Matters	Any pending legal cases or issues
Compliance Issues	Regulatory compliance or internal policy adherence
Important Deadlines	Legal and regulatory deadlines

8. Strategic Goals and KPIs

Task	Description	Current Status	Action Required	Status
Strategic Goals	Long-term goals and vision for the department
Current KPIs	Metrics for measuring success and progress
Business Objectives	Key short-term goals and actions needed to achieve them

9. Critical Documents and Files

Document	Location/Access	Action Required	Status
Key Documents (Policies, Reports, Proposals)	Access locations and methods for sharing
Pending Signatures	Documents awaiting approval or signature

10. Transition Process and Timeline

Task	Description	Timeline	Responsible Party	Status
Handover Timeline	Set expectations and dates for the handover process
Check-in Meetings	Regular meetings to assess progress during the transition
Final Review & Feedback	End-of-transition review and feedback session

Signature of Handover Manager: _____________________
Signature of Receiving Manager: _____________________
Date of Handover Completion: _____________________

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