Workflows / Template
Work Handoff
Transfer ownership of work without losing context.
Template
- State what is being handed off and why.
- Summarize current status in one paragraph.
- List completed work, pending work, blockers, and known risks.
- Include links to source documents, systems, tickets, files, or approvals.
- Identify the next expected decision or action.
- Name the new owner and effective handoff time.
- Confirm that the receiving owner understands the next step.
Expected output
A concise handoff note with owner, status, blockers, and next action.
Use notes
| Owner | Assign one person responsible for keeping the template current. |
|---|---|
| Review | Review after significant changes, incidents, staffing changes, or tool changes. |
| Risk | Adapt the template to local policies, contractual duties, privacy requirements, and operational risk. |