Whether you are a Minister or CEO moving on, an employee who is leaving, or a volunteer handing over a major responsibility, it makes good sense to prepare a ‘handover paper’ of some kind to help your successor get off to a great start. These notes provide seven principles to follow.
Provide information more than opinion
Avoid too much ‘how to’
Take care over what you pass on
Refer to other files
Write it now
Arrange a handover meeting
Remain available.
These are followed by seven areas to cover in this document.
The big picture
Annual schedule/deadline lists
Monthly/weekly tasks
Current and major projects
Processes, systems and passwords
Resources lists
Locations and people lists
Training Notes TN131, Helpful handover documents, are now available without charge from the Training Notes index page of John Truscott’s website.