Equipa e Pessoas

Job Handover Checklist: Inventory to Working Solo

For the person leaving a role and the person taking it over, opened on day one of the handover and used until it closes. The whiteboard holds the goal and exit criteria, a frequency-versus-key-person matrix for deciding what to transfer first, a grid of the material each type of work needs, and the five steps from inventory to working solo. The task board moves work from inventory through documentation, review and shadowing, and starts with four parent tasks - map the work, write it down, work side by side, and hand over - each with its own subtasks.