Free Internal Job Work Handover Checklist Template
Internal Job Work Handover Checklist
Handover From: _____________________
Handover To: _____________________
Date of Handover: _____________________
Completion Date: [Completion Date]
1. General Overview of the Role
|
Checklist Item |
Completed (✓) |
|---|---|
|
Overview of the role and job description summary |
☐ |
|
High-level responsibilities |
☐ |
|
Team dynamics (collaborators, structure, reporting lines) |
☐ |
|
Workload distribution and task prioritization |
☐ |
2. Key Contacts
|
Checklist Item |
Completed (✓) |
|---|---|
|
Internal contacts (name, department, role, purpose of interaction) |
☐ |
|
External contacts (clients, vendors, third-party) |
☐ |
|
Key collaborators and frequent communication channels |
☐ |
3. Current Projects & Pending Tasks
|
Checklist Item |
Completed (✓) |
|---|---|
|
Ongoing projects overview (name, status, deadlines) |
☐ |
|
Pending tasks list and descriptions |
☐ |
|
Action plan for the transition of pending tasks |
☐ |
|
Key milestones and deliverables of each project |
☐ |
4. Documentation, Files & Records
|
Checklist Item |
Completed (✓) |
|---|---|
|
Location of shared files/documents (Google Drive, SharePoint, etc.) |
☐ |
|
Key documents (e.g., reports, contracts, SOPs) |
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|
File organization and naming conventions |
☐ |
|
Access details (login credentials, permissions) |
☐ |
|
Instructions for document access and sharing |
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5. Software, Tools & Systems
|
Checklist Item |
Completed (✓) |
|---|---|
|
List of tools/software used (CRM, HR systems, etc.) |
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|
Login credentials and access rights (password manager, secure sharing) |
☐ |
|
Instructions for using key tools/software |
☐ |
|
Any time-saving tips or shortcuts for tools |
☐ |
6. Client Accounts & Stakeholder Management
|
Checklist Item |
Completed (✓) |
|---|---|
|
Client portfolio and account details |
☐ |
|
Active project/task descriptions per client |
☐ |
|
Communication protocol (preferred channels, meeting schedules) |
☐ |
|
Stakeholder engagement guidelines |
☐ |
7. Internal Procedures & Policies
|
Checklist Item |
Completed (✓) |
|---|---|
|
Day-to-day or weekly procedures (reports, meetings, admin work) |
☐ |
|
Approval workflows (for budget, project sign-offs) |
☐ |
|
Escalation processes for urgent issues |
☐ |
8. Performance Metrics, KPIs, and Reporting
|
Checklist Item |
Completed (✓) |
|---|---|
|
Key Performance Indicators (KPIs) for the role |
☐ |
|
Methods for tracking and reporting KPIs |
☐ |
|
Reporting frequency and format guidelines |
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9. Training, Development & Certification
|
Checklist Item |
Completed (✓) |
|---|---|
|
Available training materials and onboarding documents |
☐ |
|
Required certifications or qualifications for the role |
☐ |
|
Upcoming training sessions or certifications to be completed |
☐ |
10. Troubleshooting & Support
|
Checklist Item |
Completed (✓) |
|---|---|
|
Common issues and resolutions in the role |
☐ |
|
IT helpdesk or support contacts |
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|
Troubleshooting guides or internal FAQs |
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|
Maintenance schedules for systems or tools |
☐ |
11. Miscellaneous Notes & Handover Guidance
|
Checklist Item |
Completed (✓) |
|---|---|
|
Special instructions or advice specific to the role |
☐ |
|
Tips for improving job performance or team dynamics |
☐ |
|
Contact information for post-handover assistance |
☐ |
Employee Acknowledgment
|
Signature |
Date |
|---|---|
|
Current Employee: ______________________ |
___________ |
|
New Employee: ______________________ |
___________ |
|
Manager/Supervisor: ______________________ |
___________ |
