Team & People
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.
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Use it when the handover period is fixed but neither person knows where to start, and it ends up as a verbal briefing with nothing written down. It suits the person leaving and the person taking over searching for a job handover checklist or how to write a handover document, and the manager overseeing someone's transfer.
Start with 1. What This Handover Has to Achieve to decide what "done" looks like and by when. Place each task in 2. What to Transfer First (frequency x key-person risk) to set the order, then fill in the manuals using 3. Type of Work x Material Needed (blanks are still to write). Follow 4. Five Steps per Task (run them one task at a time), and close gaps with 5. Every Doc Must Say, 6. What Gets Left Behind, and 7. Where the Successor Got Stuck. The board runs Inventory, Documenting, In Review, Shadowing, and Done.
Spend the first week on List every task, and leave the fine detail for later. From week two, work through Document the routine on the highest-priority items first, and spend real time on Capture judgment so the successor isn't left guessing. By month's end, actually run Let them run it solo, then feed the questions that come up back into the documentation before closing it out.
Once you have a free account, you can copy this template from the marketplace
