The free template from SkillPass
A clear handover.
So others can keep moving.
Keep tasks, projects and practical knowledge in one place. Fill in the template or take a blank Word or PDF copy with you.
Your handover document
Fill in the fields that matter and add rows where needed. Leave out anything that does not apply to your handover.
Your entries stay in your browser. Word and PDF files are created locally.
1. Role and responsibility
What are you responsible for? Which decisions do you make and who depends on them?
2. Current projects
What is in progress, what comes next and where are the files?
- Project
- Status
- Next step
- Due date
- Contact
- Files or links
3. Recurring tasks
Which tasks must continue and what helps someone carry them out?
- Task
- Frequency
- Time needed
- Location or template
- Notes
4. Key contacts
Who can help with which topic? Include only the contact details needed for the work.
- Name
- Organisation or role
- Contact channel
- Notes
5. Tools and business access
Describe the system, its purpose and the responsible person. Do not include credentials.
- Tool or system
- Purpose
- Hand over to
- Next action
6. Practical knowledge and exceptions
Record exceptions, context, proven solutions and details that are easy to miss.
7. Open questions and risks
What is still unresolved? Which risks and next steps should the next person know about?