Free Executive Work Handover Checklist Template
Executive Work Handover Checklist
Employee Name: [Your Name]
Designation: __________________________
Department: __________________________
Handover Period: __________________________
1. Key Responsibilities Overview
|
Task |
Completion Status |
|---|---|
|
Comprehensive summary of primary duties and areas of responsibility. |
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Detailed status report of all ongoing tasks, including timelines and next steps. |
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|
Documentation of critical milestones and project dependencies. |
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Overview of strategic objectives aligned with organizational goals. |
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2. Contacts and Stakeholders
|
Task |
Completion Status |
|---|---|
|
Consolidated contact directory (internal and external stakeholders). |
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|
Summary of stakeholder relationships, communication preferences, and expectations. |
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Status updates on ongoing negotiations, agreements, or partnerships. |
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Notes on key contacts for project continuity and operational stability. |
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3. Projects and Deliverables
|
Task |
Completion Status |
|---|---|
|
Detailed list of active projects with objectives, current status, and deadlines. |
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|
Full handover of project documentation, including presentations, reports, and plans. |
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|
Login credentials and permissions for accessing project tools and resources. |
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|
Risk assessment for ongoing projects and mitigation strategies. |
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4. Documents and Reports
|
Task |
Completion Status |
|---|---|
|
Inventory of critical documents (strategic plans, policies, and templates). |
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|
Recent performance metrics and analytics reports. |
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Historical data and archived files for reference. |
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|
Documentation of pending approvals, submissions, or deliverables. |
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5. Team and Staff Management
|
Task |
Completion Status |
|---|---|
|
Current team structure, roles, and responsibilities matrix. |
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Handover of team schedules, performance reviews, and pending issues. |
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|
Action plan for addressing team development and operational challenges. |
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|
Succession plan or interim management structure during the transition period. |
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6. Tools, Systems, and Access
|
Task |
Completion Status |
|---|---|
|
List of software, tools, and platforms critical to the role. |
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|
Transfer of login credentials, permissions, and access rights. |
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|
Step-by-step guide or manual for using proprietary systems. |
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|
Resolution notes for recurring technical or operational challenges. |
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7. Financial and Budgetary Information
|
Task |
Completion Status |
|---|---|
|
Updated budget reports, allocations, and financial forecasts. |
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Overview of financial commitments, approvals, and pending transactions. |
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Documentation of expense reports, reimbursement status, and cost-saving initiatives. |
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|
Recommendations for financial optimization and resource allocation. |
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8. Pending Matters and Recommendations
|
Task |
Completion Status |
|---|---|
|
Comprehensive list of unresolved issues with suggested action plans. |
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|
Follow-up schedule for ongoing discussions and commitments. |
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Risk assessments for unresolved challenges and escalation procedures. |
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|
Recommendations for achieving long-term strategic objectives. |
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9. Final Handover and Review
|
Task |
Completion Status |
|---|---|
|
Schedule and conduct a formal handover meeting with successor or interim manager. |
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|
Review the checklist with the immediate supervisor or HR representative. |
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|
Obtain signed acknowledgment from all relevant parties. |
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|
Submit a final summary of handover progress to leadership or HR. |
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Acknowledgment
Outgoing Executive Signature: ___________________________
Date: [Insert Date]
Successor/Interim Manager Signature: ___________________________
Date: [Insert Date]
Supervisor/HR Representative Signature: ___________________________
Date: [Insert Date]
