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交接清單

Preparation before handover

Ensure all accounts, passwords, and access rights are documented and shared with the new team.

Provide a list of key contacts and vendors with contact information.

Update all documentation and training materials for the new team.

Conduct a final review of all ongoing projects and their status.

Handover process

Schedule a meeting with the new team to introduce them to key stakeholders and provide an overview of the business.

Review all ongoing tasks and projects with the new team, outlining deadlines and priorities.

Walk through the processes and workflows of the organization, highlighting any key areas of concern or potential improvements.

Provide a detailed handover document outlining all key responsibilities, tasks, and procedures.

Post-handover follow-up

Schedule regular check-ins with the new team to ensure a smooth transition and address any questions or concerns.

Provide ongoing support and guidance as needed to help the new team settle into their roles.

Conduct a post-handover review to assess the success of the transition and identify any areas for improvement.

Follow up with key stakeholders to ensure that the handover process has been successful and all parties are satisfied.

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