Business Handover
I. Handover Details/Objectives
The purpose of this handover is to ensure a smooth transition of responsibilities from [Your Name] to the successor, ensuring continuity and efficiency in operations within [Your Company Name]. The handover encompasses essential information, processes, and key contacts necessary for the successor to seamlessly integrate into the role and fulfill responsibilities effectively.
II. Handover Team
Name | Company Name | Department | Date |
|---|
[Your Name] | [Your Company Name] | [Your Department] | [Date] |
III. Overview
A. Background
Providing a brief background overview of the role and its significance within [Your Company Name] ensures the successor understands the context of their new position. Highlighting key achievements and ongoing projects can offer valuable insights.
B. Objectives
Clearly defining the objectives of the handover ensures both parties are aligned on expectations and outcomes.
Transfer of Knowledge: Share essential information, processes, and insights accumulated during your tenure.
Introduction to Key Stakeholders: Introduce the successor to key contacts within the organization to facilitate collaboration.
Clarification of Responsibilities: Outline the core responsibilities of the role and provide clarity on expectations.
Addressing Ongoing Projects: Review ongoing projects, their status, and any pending tasks to ensure continuity.
IV. Handover Process
A. Documentation
Providing access to relevant documentation ensures the successor has access to essential resources.
[List of Documents]: Share a comprehensive list of documents, including manuals, guidelines, and reports, relevant to the role.
[Access Credentials]: Provide login credentials for relevant systems and platforms.
B. Meetings
Scheduling meetings allows for face-to-face interactions and the opportunity to address any queries or concerns.
Handover Meeting: Arrange a formal handover meeting to discuss key points and address any questions the successor may have.
Introduction Meetings: Schedule introductory meetings with key stakeholders to foster relationships and understand ongoing projects.
V. Key Contacts
A. Internal Contacts
Providing contact details of key internal stakeholders facilitates communication and collaboration.
[Name]: [Position], [Contact Information]
[Name]: [Position], [Contact Information]
B. External Contacts
Including external contacts relevant to the role ensures seamless coordination with external parties.
[Name]: [Organization], [Contact Information]
[Name]: [Organization], [Contact Information]
VI. Next Steps
A. Immediate Tasks
Outline immediate tasks and priorities for the successor to address upon assuming the role.
[Task 1]: [Description]
[Task 2]: [Description]
B. Ongoing Support
Offer ongoing support and assistance to the successor during the transition period.
Handover Templates @ Template.net
