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A handover the next team can use

Transfer responsibility with working records and clear access changes.

23 October 2026 · EN

Prepare before the last day

List the responsibilities, recurring tasks, outstanding approvals and records the next person needs. Keep institutional accounts under the organisation’s control rather than a departing person’s private contact.

Transfer access deliberately

Appoint the successor through the authorised role workflow and review the outgoing person’s grants. Do not share a password as a shortcut. Check that the new responsible person can actually reach the tools they need.

Keep evidence and follow-up

Record the handover date, unresolved matters and a contact path for clarification. Preserve financial references and audit history. A handover is complete when the next team can continue the work, not just when a file has been sent.

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