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) | ☐ |
File organization and naming conventions | ☐ |
Access details (login credentials, permissions) | ☐ |
Instructions for document access and sharing | ☐ |
5. Software, Tools & Systems
Checklist Item | Completed (✓) |
|---|---|
List of tools/software used (CRM, HR systems, etc.) | ☐ |
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 | ☐ |
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 | ☐ |
Troubleshooting guides or internal FAQs | ☐ |
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: ______________________ | ___________ |
