If ever you are leaving your current company to find a new job somewhere, or taking a long leave of absence, or you’re promoted to a higher position, you have a responsibility to do before you go; you need to give a handover note and do the whole handover process to your successor or your colleagues who will be taking over your job responsibilities. This process is important to make sure that the responsibilities you’ll be leaving won’t remain dormant and continue the tasks efficiently. Before doing the handover process though, you need to create a checklist to help organize your handover process and to avoid forgetting important details to put in your handover note. Read the article to know how to make a handover checklist.

10+ Handover Checklist Samples

1. Job Handover Checklist Template

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  • MS Word
  • Google Docs
  • Pages

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2. Handover Process Checklist

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  • PDF

Size: 22 KB

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3. Clinical Handover Checklist

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  • PDF

Size: 56 KB

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4. Executive Handover Checklist

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  • PDF

Size: 510 KB

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5. Handover Checklist

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  • PDF

Size: 65 KB

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6. Anesthesiology Handover Checklist

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  • PDF

Size: 124 KB

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7. Landscape Handover Checklist

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  • PDF

Size: 170 KB

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8. Work Equipment Handover Checklist

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  • PDF

Size: 34 KB

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9. Patient Handover Checklist

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  • PDF

Size: 16 KB

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10. Water Pre-Handover Checklist

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  • PDF

Size: 60 KB

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11. Health and Safety Handover Checklist

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  • DOC

Size: 44 KB

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What is a Handover?

A handover note is a document written by an employee who is resigning permanently or taking a long leave from their position. It is also a process done to help their replacement or their colleagues to take over the leaving employee’s day-to-day tasks and understand their role and responsibilities. This they will be guided on how to carry on the tasks of the leaving employee without disrupting the productivity and operations in the workplace.

Details to Include in a Handover Checklist

As mentioned before, a checklist is beneficial for you to remember all the details you need to include in your handover note. This is to make sure that no important details; such as tasks or resources needed by your successor to efficiently continue doing your position role. First, grab a writing instrument and a sheet of paper. This is where you’ll write the draft of your checklist before you finalize it. Here are some things you have to include in your checklist:

  1. A detailed description of your daily tasks and their processes (include a process map to make it easier to understand. This is especially helpful if the processes are quite complicated to write)
  2. Day-to-day activities or the secondary tasks or responsibilities you do
  3. Access to all relevant spreadsheets, files, documents, email accounts, and other confidential files
  4. All your unfinished projects, including their current status, and their deadlines
  5. List of key contacts such as customers, clients, stakeholders, managers
  6. Ongoing issues affecting your current projects or responsibilities that need to be addressed
  7. Logins and passwords details
  8. Other important details such as the location of keys, stationery, tools that the successor will need

How to Do the Handover Process

  • Make a plan: Plan your handover properly. The checklist can help you know what to input in your handover note. Your handover is important because your successor and colleagues will use this as their guide to continue your work.
  • Talk to your successor: Before you leave, take some time to orient your successor on how to do your work properly and let them ask for clarifications so you can show them your work process properly and answer their queries.
  • Make sure your handover is clear and concise: Your handover note must be comprehensible. Don’t use difficult vocabulary or jargon that is unnecessary and make your handover hard to read.

FAQs

What is the importance of a handover?

A handover promotes continuous productivity, less disruption, and fewer mistakes for the person assigned to continue doing the tasks.

What is another word for handover?

There are many synonyms of the word handover. Some words that mean the same with handover are submission, surrender, handing over, transferral, granting, or bequest.

Once you’re done writing your checklist draft, make sure you included every important detail in it. Once you’re sure it’s time to transfer it to a more formal checklist sheet with a more organized format. You can create your format using a word document, or to make it easier for you, you can download our free sample templates provided above for you to use as your format or guide for your checklist!

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