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