Employee Name: ___________________________
Department: _______________________________
Date of Handover: _________________________
Expected Return Date: ____________________
Task/Project | Current Status | Action Required | Deadline | Assigned To |
---|---|---|---|---|
Task/Project 1 | ☐ In Progress ☐ Pending ☐ Completed | ☐ Review report ☐ Finish analysis | ||
Task/Project 2 | ☐ In Progress ☐ Pending ☐ Completed | ☐ Contact client ☐ Finalize document | ||
Task/Project 3 | ☐ In Progress ☐ Pending ☐ Completed | ☐ Set up meeting ☐ Write summary |
Approval/Meeting | Action Required | Scheduled Date | Assigned To | Completed (✔) |
---|---|---|---|---|
Approval/Meeting 1 | ☐ Review proposal ☐ Confirm details | ☐ | ||
Approval/Meeting 2 | ☐ Discuss strategy ☐ Sign contract | ☐ | ||
Approval/Meeting 3 | ☐ Approve budget ☐ Delegate task | ☐ |
Contact Name | Role | Purpose of Contact | Phone/Email | Completed (✔) |
---|---|---|---|---|
Contact 1 | [Role] | ☐ Task-specific questions ☐ Approval needed | Phone: [] Email: [@_____.com] | ☐ |
Contact 2 | [Role] | ☐ General inquiries ☐ Help with resources | Phone: [] Email: [@_____.com] | ☐ |
Contact 3 | [Role] | ☐ Project updates ☐ Feedback | Phone: [] Email: [@_____.com] | ☐ |
System/Tool | Access Details | Special Instructions | Assigned To | Completed (✔) |
---|---|---|---|---|
System/Tool 1 | Username: [], Password: [], Link: [_____] | ☐ Reset password if expired ☐ Follow-up on notifications | [Name] | ☐ |
System/Tool 2 | Username: [], Password: [], Link: [_____] | ☐ Set reminder ☐ Check settings | [Name] | ☐ |
System/Tool 3 | Username: [], Password: [], Link: [_____] | ☐ Review permissions ☐ Update project access | [Name] | ☐ |
Note | Details | Action Required | Assigned To | Completed (✔) |
---|---|---|---|---|
Special Instructions | ☐ Inform stakeholders of the temporary absence | [Name] | ☐ | |
Challenges/Concerns | ☐ Pending feedback from client | [Name] | ☐ |
Handover Completed By: ________________________
Signature: ___________________________
Date: ___________________________
Handover Received By: ___________________________
Signature: ___________________________
Date: ___________________________
Templates
Templates