Free handover checklist
List what you're handing off, to whom, and its status.
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About this document
A handover checklist names an owner for everything you're leaving behind — projects, accounts, recurring duties — and tracks each item to "handed over." It's what turns "ask Sam, he knew that stuff" into a document.
When to use it
- You're leaving and your work has to keep moving without you.
- A long leave, where someone covers for months.
- Rotating a duty — on-call, month-end tasks — to a teammate.
Getting it right
- List where things live, not the secrets themselves — never write passwords here; hand credentials over through your workplace's secure channel.
- Rank by what breaks first if ignored: deadlines and renewals at the top, nice-to-knows at the bottom.
- Walk the list with your successor once — ticking items together finds gaps that talking never does.
It tracks the handover — it isn't an exit approval or a release of your responsibilities; when those end is between you and your employer.
Part of Leave a job — the whole situation, connected.
Common questions
- How detailed should each item be?
- One line, with a pointer to where the real detail lives. The checklist is a map, not the territory.
- What about items nobody's taking over?
- List them with the owner blank — an unowned item made visible becomes your manager's decision instead of your successor's surprise.
- When should I start it?
- The day you decide to leave. It fills painlessly over two weeks and painfully in one afternoon.
This tool provides general information and document preparation, not legal advice.