First published on this website in April 2021
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
Here is the link to this item: TN131 - Helpful handover documents.pdf