Write a Handover Document So Nothing Important Falls Through the Cracks
About to go on leave or move on from your role? You'll get a clear, well-organised handover document covering your live work, regular routines, key contacts, and the unwritten things only you know — so whoever steps in isn't left in the dark.
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✨ The Prompt — Copy This
I need to write a handover document because [reason — e.g. I'm going on leave / I'm leaving the role / I'm changing teams]. I'll be away from [start date] for approximately [length of absence]. My role is [job title] at [type of organisation], and the person taking over is [their name and role / "not yet named"]. Please help me put together a thorough but easy-to-follow handover document.
Cover these areas:
1. Live work — the projects, tasks, and decisions currently in motion. Here's a brief on each: [your notes on each one].
2. Recurring responsibilities — the routine things I do that nobody else might think to flag. For example: [list the regular things, e.g. weekly reports, monthly invoicing, signing off rotas].
3. Key people — internal colleagues and external suppliers, clients, or partners my replacement will need to know about. For example: [a few names and what they're for].
4. Where things live — folders, shared drives, tools, and logins (where to find them, not the passwords themselves), plus any systems they'll need access to.
5. Unwritten knowledge — the quirks, nuances, and "this is how we actually do it" stuff that's not documented anywhere. For example: [anything you know is in your head but nowhere else].
6. What's urgent vs. what can wait — flag anything time-sensitive in the first two weeks of my absence so they don't miss a deadline.
Format the document with clear headings, short paragraphs, and bullet points where they help. Use a warm, helpful tone — written for a real person, not a process manual. End with a short "if in doubt" section explaining who to escalate to and how to reach me in genuine emergencies (only if I'm contactable).
Top TipBefore you start, take ten minutes to mentally walk through your average week and jot down everything you do — including the small things you do automatically. That "automatic" stuff is what most often gets missed and causes problems later.
By The Prompt Toolbox Team
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