Employee Name: _______________________
Department/Team: _______________________
Handover Date: _______________________
Handover Deadline: _______________________
Contact Information for Key People:
Name: _______________________
Email: _______________________
Phone: _______________________
Role: _______________________
Ongoing Projects/Tasks:
Project Name: _______________________
Description: _______________________
Current Status: _______________________
Deadlines/Upcoming Milestones: _______________________
Assigned Team Members: _______________________
File Storage Location:
Shareable links (Google Drive, Dropbox, etc.): _______________________
Folder Names: _______________________
File Access Permissions: _______________________
Important Documents to Review:
Document Name: _______________________
Link/Location: _______________________
Special Instructions: _______________________
Accounts/Logins Needed for Tools and Platforms:
Tool/Platform: _______________________
Login Credentials (or handover process): _______________________
Software/Programs Used Daily:
Software Name: _______________________
Key Information/Access Details: _______________________
Team Communication Channels:
Email Distribution Lists: _______________________
Slack Channels/Groups: _______________________
Weekly Meeting Schedules: _______________________
Important Conversations or Threads to Review:
Conversation/Thread Name: _______________________
Platform (Slack, Email, etc.): _______________________
Tasks/Reminders to Complete Before Handover:
Task: _______________________
Deadline: _______________________
Notes: _______________________
Additional Context/Insights for Success:
Tip/Advice: _______________________
Potential Challenges: _______________________
Priority Issues to Address: _______________________
Employee’s Signature: _______________________
Supervisor’s Signature: _______________________
Templates
Templates