Remote Work Handover Layout Checklist

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Employee Name: _______________________
Department/Team: _______________________
Handover Date: _______________________
Handover Deadline: _______________________

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1. General Information

1. Contact Information for Key People:

   • Name: _______________________

   • Email: _______________________

   • Phone: _______________________

   • Role: _______________________

2. Ongoing Projects/Tasks:

   • Project Name: _______________________

   • Description: _______________________

   • Current Status: _______________________

   • Deadlines/Upcoming Milestones: _______________________

   • Assigned Team Members: _______________________

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2. Documentation and Files

1. File Storage Location:

   • Shareable links (Google Drive, Dropbox, etc.): _______________________

   • Folder Names: _______________________

   • File Access Permissions: _______________________

2. Important Documents to Review:

   • Document Name: _______________________

   • Link/Location: _______________________

   • Special Instructions: _______________________

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3. Systems and Tools Access

1. Accounts/Logins Needed for Tools and Platforms:

   • Tool/Platform: _______________________

   • Login Credentials (or handover process): _______________________

2. Software/Programs Used Daily:

   • Software Name: _______________________

   • Key Information/Access Details: _______________________

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4. Ongoing Communications

1. Team Communication Channels:

   • Email Distribution Lists: _______________________

   • Slack Channels/Groups: _______________________

   • Weekly Meeting Schedules: _______________________

2. Important Conversations or Threads to Review:

   • Conversation/Thread Name: _______________________

   • Platform (Slack, Email, etc.): _______________________

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5. Important Reminders or Pending Tasks

Tasks/Reminders to Complete Before Handover:

• Task: _______________________

• Deadline: _______________________

• Notes: _______________________

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6. Handover Notes

Additional Context/Insights for Success:

• Tip/Advice: _______________________

• Potential Challenges: _______________________

• Priority Issues to Address: _______________________

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Employee’s Signature: _______________________
Supervisor’s Signature: _______________________

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