Free Administrative Work Handover Checklist Template

Administrative Work Handover Checklist

Handover Date: __________________
Handover From (Name & Position): __________________
Handover To (Name & Position): __________________

Task	Details	Checkbox
Overview of position	Key responsibilities summary	☐
Stakeholder contacts	List of team, clients, vendors	☐
Ongoing projects	List of active projects & status	☐
Important dates	Key deadlines and meetings	☐

Task	Details	Checkbox
Shared drives access	Links to shared folders	☐
Software login details	Provide credentials securely	☐
Internal systems instructions	Brief usage guide for key tools	☐
Administrative processes	Key task processes (filing, reports)	☐

Task	Details	Checkbox
Repeating tasks	Daily, weekly, monthly tasks	☐
Pending emails	Emails that need follow-up	☐
Outstanding approvals	Pending requests and approvals	☐
Upcoming meetings	List of appointments and deadlines	☐

Task	Details	Checkbox
Documents location	Where key files are stored	☐
File organization structure	Naming and folder system	☐
Document guidelines	How to name and categorize files	☐

Task	Details	Checkbox
Internal contacts	Team and department contact info	☐
External contacts	Client and vendor details	☐
Emergency contacts	Important phone numbers and contacts	☐

Task	Details	Checkbox
Sensitive information handling	Procedures for confidentiality	☐
Updating records	Process for keeping records current	☐
Processing requests	Approvals and task request process	☐
Organizing meetings	Steps for setting up meetings	☐

Task	Details	Checkbox
Important reminders	Key points for a smooth handover	☐
Process improvement suggestions	Ideas for efficiency improvements	☐
Special considerations	Notes on unusual tasks or concerns	☐

Signatures:

Handover From (Signature): __________________
Handover To (Signature): __________________
Date: __________________