When we choose to delegate a job to someone else or transfer a property it is necessary to prepare the right paperwork and documents to make sure everything is complete and recorded. Such examples are when an employee is about to leave a company, they are tasked to prepare or handed over a turnover checklist which contains information about the work activity and projects he or she has been engaged to. Turnovers on other hand can also be used in properties such as apartments, vehicles, vacation rental among other things. It is important that turnovers be properly documented as it is also serves a future reference. To know more about these, check out our free turnover checklist samples below.
10+ Turnover Checklist Samples
1. Turnover Checklist
2. Project Turnover Checklist
3. Turnover Closeout Checklist
4. Maintenance Turnover Checklist
5. Vacation Rental Turnover Checklist
6. Sample Turnover Checklist
7. Contractor Turnover Checklist
8. Apartment Turnover Checklist
9. Guest Room Turnover Cleaning Checklist
10. Web Administrators Turnover Checklist
11. Clearance Turnover Checklist
What Is a Turnover Checklist?
A turnover has numerous meanings but for this article, this is the process of transferring or a handover of responsibility, items or property. These are done with the help of a checklist which must contain detailed information that is useful and handy to the next personnel, buyer or person-in-charge.
How Is a Turnover Checklist Made?
Depending on the intention of the turnover, there are a several things to be considered in preparing a turnover checklist. The turnover process should be conducted in a formal, business like manner because it prepares in-coming personnel to take over a work responsibility or manage a property. To give you a basic insight, here are some tips to consider:
1. Main Purpose
First of all, identify the main purpose of the turnover. Is it for a transfer of work responsibility or a task? Note that this could apply to new employees and out-going employees. Can this be a project that needs to be completed by the next person in-charge? Or what are the details that needs to be considered for property transfers? Go over what needs to be delegated such as instructions, information and specific action plans that are necessary.
2. Create an Outline
Summarize all the needed information and create an outline so the checklist would look organized and easy to navigate. Once again, the details in your checklist is very important as this could affect business operations, employee workload, property management and on-going projects.
3. Review the Details
Go over the checklist again and see to it that you have included everything that needs to be covered for the turnover. Aside work delegation don’t forget to include what needs to be returned such as materials, company property and documents, security property and etc.
4. Full Understanding of the Task
Make sure that the person who is intended for this turnover fully understands what needs to be done and completed. This process has to be accomplished in order to give clearance to an out-going employee and renter, help onboarding employees understand their task better and giving custody or control of a property or project. After reaching an agreement, make sure to have this document signed as proof that all contents are accurate.
What Is an Turnover Package?
This is the documentation, operation and maintenance manuals, specifications, sign-offs, and maintenance records associated with each completed system of a project.
What Is a Handover Notes?
These are written documents that employees who are about to leave the company, temporarily or permanently which contains information about their task and work duties.
What Is a Project Turnover?
This is the transition from construction or renovation to occupancy and use.
A turnover checklist helps ensure that nothing important is overlooked when the transitioning process begins. If key information are forgotten, it can result in diminished productivity, mistakes, damages or miscommunication. Turnover checklist helps remind both parties what needs to be done and accomplished presently and in the future. It serves as a sort of guidelines and reference for whatever reason it is used for. Resulting to a more efficient transition process for all those involved.
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