Prompt Library ⚡ Productivity Write a Delegation and Handover Document
Any ⚡ Productivity Intermediate

Write a Delegation and Handover Document

Create a thorough handover document for any role, project, or responsibility.
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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]

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