Any
⚡ Productivity
Intermediate
Write a Delegation and Handover Document
Create a thorough handover document for any role, project, or responsibility.
The Prompt
Write a complete delegation and handover document for the following: What is being handed over: [role / project / client / process / team / responsibility] Person handing over: [their role and experience with this] Person receiving: [their role and familiarity with this area] Reason for handover: [role change / promotion / leaving / parental leave / restructure] Timeline: [how long before full handover] Criticality: [what breaks if this handover fails] Knowledge gap: [what the receiver does not yet know] Support available after handover: [will the outgoing person be reachable / not at all] Build a complete handover document: OVERVIEW SECTION: - What this role/project/process is and why it matters - Key stakeholders and relationships - The unwritten rules and context not in any document - Where to find everything (links and locations) RESPONSIBILITIES BREAKDOWN: For each major responsibility: - What it is - Why it matters - How often it happens - Step-by-step process - Where to find relevant files and templates - Common mistakes and how to avoid them - Who to ask when stuck KEY RELATIONSHIPS: For each important stakeholder: - Name and role - Nature of the relationship - Communication preferences - Current status of any ongoing matters - Sensitivities to be aware of ONGOING PROJECTS AND PRIORITIES: - Live projects with current status - Upcoming deadlines in next 90 days - Decisions pending - Things to watch out for KNOWLEDGE BASE: - Where to find key documents - Login and access information (how to obtain) - Glossary of jargon or acronyms - History and context they need FIRST 30 DAYS GUIDE: - What to prioritise in week 1 - Who to meet in the first two weeks - Early wins to aim for - What NOT to change immediately HANDOVER MEETING AGENDA: - Topics to cover in the formal handover meeting - Questions to ask the outgoing person - Shadow and observe schedule
📝 Fill in the blanks
Replace these placeholders with your own content:
[role / project / client / process / team / responsibility]
[their role and experience with this]
[their role and familiarity with this area]
[role change / promotion / leaving / parental leave / restructure]
[how long before full handover]
[what breaks if this handover fails]
[what the receiver does not yet know]
[will the outgoing person be reachable / not at all]
How to use this prompt
1
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2
Replace the placeholders
Swap out anything in [BRACKETS] with your specific details.
3
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