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handover checklist
Pre-Handover Preparations
Review all relevant documents and files.
Ensure all tasks are up to date.
Compile a list of ongoing projects and their status.
Schedule a meeting with the incoming person.
Key Responsibilities
Outline daily, weekly, and monthly responsibilities.
Highlight critical deadlines and deliverables.
Provide details on key contacts and stakeholders.
Share access information for necessary tools and systems.
Important Information
List essential passwords and access credentials.
Include notes on any ongoing issues or challenges.
Provide a summary of team dynamics and culture.
Share any relevant historical context or background.
Final Review
Conduct a walkthrough of all processes and tasks.
Answer any questions from the incoming person.
Confirm that all materials have been transferred.
Set a follow-up meeting to address any future concerns.
Sign-Off
Obtain signatures from both outgoing and incoming personnel.
Document the handover in official records.
Provide a copy of the checklist to all involved parties.
Celebrate the successful transition.
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