Handover Note Sample
Handover Note
Date: 15th January 2060
From: [Your Name]
Position: Senior Marketing Manager
To: Jack Roberts
Department: Marketing
1. Introduction
This note outlines the tasks and responsibilities I am handing over to you as I transition out of my role as Senior Marketing Manager. The following information is crucial to ensure continuity in the team’s work. Please feel free to reach out if you need any further clarification.
2. Key Responsibilities
Below is a summary of the key duties I am passing on:
Campaign Management: Oversee the planning, execution, and monitoring of marketing campaigns for the next quarter. Currently, we are running the "Brand Awareness Campaign" which is in the planning phase.
3. Pending Actions
These are the actions that require your attention:
4. Important Contacts
Here are the key contacts for ongoing tasks:
Laura Mendez: Client Account Manager, Greenfield Enterprises, Phone: +1 555-123-4567, Email: laura.m@greenfield.com
Daniel Stevens: Marketing Data Analyst, SilverTech Solutions, Phone: +1 555-789-1011, Email: daniel.stevens@silvertech.com
5. Relevant Documents/Resources
Please refer to the following documents for more detailed information:
Marketing Strategy Overview: Link to shared folder or document
Client Meeting Agenda Template: Link to shared folder or document
Budget Template: Link to shared folder or document
6. Special Instructions or Notes
Signature:
[Your Name]
Senior Marketing Manager
[Your Email]
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