Free Internal Job Work Handover Checklist
Handover From: _____________________
Handover To: _____________________
Date of Handover: _____________________
Completion Date: [Completion Date]
1. General Overview of the Role
Checklist Item | Completed (✓) |
|---|---|
Overview of the role and job description summary | ☐ |
High-level responsibilities | ☐ |
Team dynamics (collaborators, structure, reporting lines) | ☐ |
Workload distribution and task prioritization | ☐ |
2. Key Contacts
Checklist Item | Completed (✓) |
|---|---|
Internal contacts (name, department, role, purpose of interaction) | ☐ |
External contacts (clients, vendors, third-party) | ☐ |
Key collaborators and frequent communication channels | ☐ |
3. Current Projects & Pending Tasks
Checklist Item | Completed (✓) |
|---|---|
Ongoing projects overview (name, status, deadlines) | ☐ |
Pending tasks list and descriptions | ☐ |
Action plan for the transition of pending tasks | ☐ |
Key milestones and deliverables of each project | ☐ |
4. Documentation, Files & Records
Checklist Item | Completed (✓) |
|---|---|
Location of shared files/documents (Google Drive, SharePoint, etc.) | ☐ |
Key documents (e.g., reports, contracts, SOPs) | ☐ |
File organization and naming conventions | ☐ |
Access details (login credentials, permissions) | ☐ |
Instructions for document access and sharing | ☐ |
5. Software, Tools & Systems
Checklist Item | Completed (✓) |
|---|---|
List of tools/software used (CRM, HR systems, etc.) | ☐ |
Login credentials and access rights (password manager, secure sharing) | ☐ |
Instructions for using key tools/software | ☐ |
Any time-saving tips or shortcuts for tools | ☐ |
6. Client Accounts & Stakeholder Management
Checklist Item | Completed (✓) |
|---|---|
Client portfolio and account details | ☐ |
Active project/task descriptions per client | ☐ |
Communication protocol (preferred channels, meeting schedules) | ☐ |
Stakeholder engagement guidelines | ☐ |
7. Internal Procedures & Policies
Checklist Item | Completed (✓) |
|---|---|
Day-to-day or weekly procedures (reports, meetings, admin work) | ☐ |
Approval workflows (for budget, project sign-offs) | ☐ |
Escalation processes for urgent issues | ☐ |
8. Performance Metrics, KPIs, and Reporting
Checklist Item | Completed (✓) |
|---|---|
Key Performance Indicators (KPIs) for the role | ☐ |
Methods for tracking and reporting KPIs | ☐ |
Reporting frequency and format guidelines | ☐ |
9. Training, Development & Certification
Checklist Item | Completed (✓) |
|---|---|
Available training materials and onboarding documents | ☐ |
Required certifications or qualifications for the role | ☐ |
Upcoming training sessions or certifications to be completed | ☐ |
10. Troubleshooting & Support
Checklist Item | Completed (✓) |
|---|---|
Common issues and resolutions in the role | ☐ |
IT helpdesk or support contacts | ☐ |
Troubleshooting guides or internal FAQs | ☐ |
Maintenance schedules for systems or tools | ☐ |
11. Miscellaneous Notes & Handover Guidance
Checklist Item | Completed (✓) |
|---|---|
Special instructions or advice specific to the role | ☐ |
Tips for improving job performance or team dynamics | ☐ |
Contact information for post-handover assistance | ☐ |
Employee Acknowledgment
Signature | Date |
|---|---|
Current Employee: ______________________ | ___________ |
New Employee: ______________________ | ___________ |
Manager/Supervisor: ______________________ | ___________ |
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Ensure smooth transitions with the Internal Job Work Handover Checklist Template from Template.net. This editable and customizable template allows you to efficiently document all job responsibilities. Easily editable in our Ai Editor Tool, it simplifies the handover process, ensuring no task is overlooked for internal team changes.
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