Free Office Work Handover Checklist Template
Office Work Handover Checklist
Date of Handover: ___________________
Handover From: ___________________
Handover To: ___________________
Position: ___________________
Department: ___________________
1. General Information
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Task |
Check |
|---|---|
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Overview of Key Responsibilities: Summary of tasks and roles. |
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Team Structure & Contacts: Key team members and their contact info. |
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Access to Systems & Tools: Login credentials, software, and tools. |
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Relevant Documents & Procedures: Important guidelines, SOPs, and templates. |
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Office Access & Security: Access info, security codes, badges. |
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2. Ongoing Tasks
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Task |
Check |
|---|---|
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Active Projects: Status, deadlines, and deliverables. |
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Immediate Priorities: High-priority tasks needing immediate attention. |
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Recurring Tasks: Daily, weekly, or monthly tasks and their schedules. |
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Key Stakeholders for Each Task: Names and contact details of stakeholders. |
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Project Files & Documentation: Location and links to relevant files. |
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Instructions for Critical Tasks: Step-by-step guidance for complex tasks. |
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3. Pending Items
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Task |
Check |
|---|---|
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Unresolved Issues or Challenges: Issues that need attention or resolution. |
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Pending Approvals/Sign-offs: Tasks awaiting approval or sign-off. |
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Follow-up Actions Needed: List of follow-up actions and their deadlines. |
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4. Equipment & Tools
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Task |
Check |
|---|---|
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Office Equipment: Condition and availability of devices and tools. |
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Software & Access: Software access, licenses, and user roles. |
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Special Tools or Equipment: Instructions for specialized equipment. |
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Technology Setup: VPN, cloud storage access, and remote setup. |
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5. Communication Protocols
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Task |
Check |
|---|---|
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Email Management: Inbox organization, email filtering, and priority management. |
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Voicemail & Call Handling: Access and greeting setup for voicemail, and call handling instructions. |
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Messaging Systems: Usage of Slack, Teams, or other platforms. |
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Scheduled Meetings/Calls: List of upcoming meetings or calls, and prep needed. |
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Regular Reporting: Reports or documents with deadlines for regular submission. |
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6. Office Logistics & Environment
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Task |
Check |
|---|---|
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Office Supplies & Inventory: Information on ordering supplies or available inventory. |
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Workplace Procedures: Dress code, time-off requests, work-from-home policies. |
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Health & Safety Guidelines: Emergency protocols, first aid, and safety measures. |
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Office Maintenance: Reporting maintenance issues, IT support. |
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Parking/Commute Details: Parking information, public transportation options. |
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7. Transition & Closing Notes
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Task |
Check |
|---|---|
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Final Overview of Key Tasks: Summary of the critical tasks to prioritize. |
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Advice for a Smooth Transition: Tips for a successful handover and role adaptation. |
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Tips for Building Relationships: How to build rapport with team members, and stakeholders. |
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Closing Remarks: Final thoughts and advice for the new role. |
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Signatures:
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Signature of Handover From: _______________
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Signature of Handover To: _______________
