Work Handover Report

Date: [Insert Date]
From (Outgoing Employee): [Your Name]
To (Incoming Employee): [Recipient’s Name]
Position: [Your Position]
Department: [Department Name]

1. Purpose of the Handover
This report serves as a formal handover of my duties and responsibilities from [Your Name] to [Recipient’s Name], effective from [date], to ensure a smooth transition.

2. Ongoing Projects

• Project A: Currently in the development phase with a deadline of [insert date]. The next major task is [insert task], which needs to be completed by [insert date].
• Project B: In the final review stage. All documentation is complete, and the final approval is expected by [insert date].

3. Pending Tasks

• Task 1: Submit the final draft of the report for [project/task] by [insert date].
• Task 2: Schedule a meeting with [team/client] for a project update on [insert date].
• Task 3: Complete the review of [document/report] and submit it to [manager/supervisor] by [insert date].

4. Key Contacts

• [Contact Name]: [Role], reachable at [email/phone number] for any project-related questions.
• [Contact Name]: [Client/Team Member], contact at [email/phone number] for client-specific matters.

5. Documents and Resources
All necessary documents, including project plans, reports, and task lists, are stored in the shared folder under ‘Department > Projects > [Project Name]’.

• Project A Documents: Available in ‘Projects > Project A > Documentation’.
• Project B Reports: Located in ‘Projects > Project B > Final Reports’.

6. Tools and Software

• Software: The team uses [Software Name] for task management. Credentials for [Recipient’s Name] have been set up.
• Access: Ensure access to [system/database] is functional by contacting IT support at [IT contact details].

7. Upcoming Deadlines and Meetings

• Meeting 1: Budget review meeting with management scheduled for [insert date].
• Deadline 1: Submit quarterly performance report by [insert date].
• Other: Follow up with [client/team] by [insert date] regarding [issue/task].

8. Special Instructions

• Task Prioritization: Focus on completing Task 1 by [insert date] as it is high-priority.
• Communication: Weekly status updates should be sent to [manager/client] by every [insert day].

9. Conclusion
I believe all necessary information for a smooth transition has been provided in this report. Please feel free to reach out to me during the handover period if any additional clarification is needed.

Outgoing Employee: [Your Name]
Incoming Employee: [Recipient’s Name]