LetterReady

Free interactive checklist

Work Handover Checklist

Check off the tasks for your departure, then download a copy of your progress. Your choices stay in this tab and are cleared when you reload or leave.

0 of 12 tasks completed

Work and documentation

People and communication

Property and administration

What makes a handover useful?

A successor needs a clear next action, the date it is due, the person who owns it, and a place to find approved documentation. A list of project names alone leaves those questions unanswered.

Review priorities with your manager before filling every detail. Transfer access through your employer’s approved process and keep passwords out of handover documents.

The University of South Carolina’s HR guidance identifies responsibilities, process documentation and project plans as useful parts of a transition. This checklist is a general planning aid; your employer’s process takes priority.