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