Administrative Work Handover Checklist
Handover Date: __________________
Handover From (Name & Position): __________________
Handover To (Name & Position): __________________
1. General Information
Task | Details | Checkbox |
|---|
Overview of position | Key responsibilities summary | ☐ |
Stakeholder contacts | List of team, clients, vendors | ☐ |
Ongoing projects | List of active projects & status | ☐ |
Important dates | Key deadlines and meetings | ☐ |
2. Work Systems and Tools
Task | Details | Checkbox |
|---|
Shared drives access | Links to shared folders | ☐ |
Software login details | Provide credentials securely | ☐ |
Internal systems instructions | Brief usage guide for key tools | ☐ |
Administrative processes | Key task processes (filing, reports) | ☐ |
3. Ongoing Tasks
Task | Details | Checkbox |
|---|
Repeating tasks | Daily, weekly, monthly tasks | ☐ |
Pending emails | Emails that need follow-up | ☐ |
Outstanding approvals | Pending requests and approvals | ☐ |
Upcoming meetings | List of appointments and deadlines | ☐ |
4. Files and Documentation
Task | Details | Checkbox |
|---|
Documents location | Where key files are stored | ☐ |
File organization structure | Naming and folder system | ☐ |
Document guidelines | How to name and categorize files | ☐ |
5. Important Contacts
Task | Details | Checkbox |
|---|
Internal contacts | Team and department contact info | ☐ |
External contacts | Client and vendor details | ☐ |
Emergency contacts | Important phone numbers and contacts | ☐ |
6. Administrative Processes
Task | Details | Checkbox |
|---|
Sensitive information handling | Procedures for confidentiality | ☐ |
Updating records | Process for keeping records current | ☐ |
Processing requests | Approvals and task request process | ☐ |
Organizing meetings | Steps for setting up meetings | ☐ |
7. Additional Notes
Task | Details | Checkbox |
|---|
Important reminders | Key points for a smooth handover | ☐ |
Process improvement suggestions | Ideas for efficiency improvements | ☐ |
Special considerations | Notes on unusual tasks or concerns | ☐ |
Signatures:
Handover From (Signature): __________________
Handover To (Signature): __________________
Date: __________________
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