Free Supervisor Work Handover Checklist Template
Supervisor Work Handover Checklist
Date of Handover: _______________
Supervisor Name: _______________
Department: _______________
Handover To: _______________
Position: _______________
1. Overview of Responsibilities
|
Task |
Completed |
|---|---|
|
Outline of key duties and tasks |
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|
Critical project statuses and upcoming deadlines |
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|
Current performance metrics and KPIs |
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|
Any ongoing or upcoming important meetings/events |
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2. Team Overview
|
Task |
Completed |
|---|---|
|
Team members and their current assignments |
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|
Key team performance highlights or concerns |
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|
Current staffing, any vacancies or leave schedules |
☐ |
|
Special team dynamics or challenges |
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3. Key Documents and Files
|
Task |
Completed |
|---|---|
|
Location of important documents (physical/digital) |
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|
Access credentials for systems and software |
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|
Overview of shared drives or cloud storage links |
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|
Any upcoming reports or submissions due |
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4. Processes and Procedures
|
Task |
Completed |
|---|---|
|
Detailed work procedures or SOPs (Standard Operating Procedures) |
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|
Any recent changes or updates to processes |
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|
Ongoing operational issues that need attention |
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|
Internal communication guidelines |
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5. Budget and Financials
|
Task |
Completed |
|---|---|
|
Budget allocation and status updates |
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|
Pending invoices, payments, or financial obligations |
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|
Any ongoing financial audits or assessments |
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6. Client/Stakeholder Information
|
Task |
Completed |
|---|---|
|
Active clients or partners, key contacts, and their needs |
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|
Any important client meetings or presentations upcoming |
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|
List of ongoing contracts and agreements |
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|
Updates on customer complaints or escalations |
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7. Risk and Issue Management
|
Task |
Completed |
|---|---|
|
List of active risks or issues being monitored |
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|
Mitigation strategies and plans in progress |
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|
Escalation procedures for issues |
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|
Pending legal or compliance matters |
☐ |
8. General Handover Notes
|
Task |
Completed |
|---|---|
|
Pending approvals or decisions |
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|
Personal notes on team members, projects, or challenges |
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|
Any additional critical information that might not fit elsewhere |
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|
Summary of key priorities for the next few weeks/months |
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9. Handover Confirmation
|
Task |
Completed |
|---|---|
|
Confirmation from the new supervisor that all information has been received |
☐ |
|
Acknowledgment of any follow-up required from the previous supervisor |
☐ |
Supervisor Signature: ______________________
Date: _______________
Handover Recipient Signature: ______________________
Date: _______________
