Office Work Handover Checklist
Date of Handover: ___________________
Handover From: ___________________
Handover To: ___________________
Position: ___________________
Department: ___________________
1. General Information
Task | Check |
|---|
Overview of Key Responsibilities: Summary of tasks and roles. | ☐ |
Team Structure & Contacts: Key team members and their contact info. | ☐ |
Access to Systems & Tools: Login credentials, software, and tools. | ☐ |
Relevant Documents & Procedures: Important guidelines, SOPs, and templates. | ☐ |
Office Access & Security: Access info, security codes, badges. | ☐ |
2. Ongoing Tasks
Task | Check |
|---|
Active Projects: Status, deadlines, and deliverables. | ☐ |
Immediate Priorities: High-priority tasks needing immediate attention. | ☐ |
Recurring Tasks: Daily, weekly, or monthly tasks and their schedules. | ☐ |
Key Stakeholders for Each Task: Names and contact details of stakeholders. | ☐ |
Project Files & Documentation: Location and links to relevant files. | ☐ |
Instructions for Critical Tasks: Step-by-step guidance for complex tasks. | ☐ |
3. Pending Items
Task | Check |
|---|
Unresolved Issues or Challenges: Issues that need attention or resolution. | ☐ |
Pending Approvals/Sign-offs: Tasks awaiting approval or sign-off. | ☐ |
Follow-up Actions Needed: List of follow-up actions and their deadlines. | ☐ |
4. Equipment & Tools
Task | Check |
|---|
Office Equipment: Condition and availability of devices and tools. | ☐ |
Software & Access: Software access, licenses, and user roles. | ☐ |
Special Tools or Equipment: Instructions for specialized equipment. | ☐ |
Technology Setup: VPN, cloud storage access, and remote setup. | ☐ |
5. Communication Protocols
Task | Check |
|---|
Email Management: Inbox organization, email filtering, and priority management. | ☐ |
Voicemail & Call Handling: Access and greeting setup for voicemail, and call handling instructions. | ☐ |
Messaging Systems: Usage of Slack, Teams, or other platforms. | ☐ |
Scheduled Meetings/Calls: List of upcoming meetings or calls, and prep needed. | ☐ |
Regular Reporting: Reports or documents with deadlines for regular submission. | ☐ |
6. Office Logistics & Environment
Task | Check |
|---|
Office Supplies & Inventory: Information on ordering supplies or available inventory. | ☐ |
Workplace Procedures: Dress code, time-off requests, work-from-home policies. | ☐ |
Health & Safety Guidelines: Emergency protocols, first aid, and safety measures. | ☐ |
Office Maintenance: Reporting maintenance issues, IT support. | ☐ |
Parking/Commute Details: Parking information, public transportation options. | ☐ |
7. Transition & Closing Notes
Task | Check |
|---|
Final Overview of Key Tasks: Summary of the critical tasks to prioritize. | ☐ |
Advice for a Smooth Transition: Tips for a successful handover and role adaptation. | ☐ |
Tips for Building Relationships: How to build rapport with team members, and stakeholders. | ☐ |
Closing Remarks: Final thoughts and advice for the new role. | ☐ |
Signatures:
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