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> turnover checklist to new process owner
turnover checklist to new process owner
1. General Information
Confirm the new process owner's details (name, role, contact information).
Provide an overview of the process being handed over.
Share relevant background information or historical context of the process.
2. Documentation
Compile all existing documentation related to the process (SOPs, guidelines, manuals).
Ensure documentation is up-to-date and accessible.
Provide any templates or forms used in the process.
3. Key Contacts
List key stakeholders and their contact information.
Introduce the new process owner to these stakeholders.
Identify any external contacts or vendors relevant to the process.
4. Training and Knowledge Transfer
Schedule training sessions with the outgoing process owner.
Outline key areas for training (system usage, process steps, troubleshooting).
Provide access to training materials and resources.
5. Tools and Systems
List all software and tools used in the process.
Ensure the new process owner has access to all necessary systems.
Provide guidance on how to use each tool effectively.
6. Ongoing Projects and Initiatives
Summarize current projects related to the process.
Highlight any pending decisions or actions required.
Share timelines and deadlines for ongoing initiatives.
7. Performance Metrics and Reporting
Explain key performance indicators (KPIs) associated with the process.
Provide access to reporting tools and dashboards.
Review historical performance data and trends.
8. Challenges and Risks
Discuss known challenges or obstacles in the process.
Highlight any potential risks and mitigation strategies.
Share lessons learned from past experiences.
9. Transition Plan
Outline a timeline for the transition of responsibilities.
Define roles and responsibilities during the transition period.
Schedule follow-up meetings to assess progress and address concerns.
10. Final Review
Conduct a final walkthrough of the process with the new owner.
Confirm all necessary materials and information have been provided.
Obtain acknowledgment from both outgoing and new process owners.
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