Leaving a Role Handover Kit / Action kit
Job handover checklist & project status template
Document recurring work, current projects, and practical ownership transitions.
Made for employees transferring responsibilities.
Price and availability
Catalog price: $9 USD
One-time purchase · No subscription
- FilesZIP with five editable Markdown documents, an offline HTML workbook, a reading edition. A worked example is included.
- To useExtract the ZIP. Open the workbook in a current desktop browser; edit Markdown in a text editor. No account needed for the workbook or Markdown files.
- LicenseUse for your own or client work; do not redistribute the original templates or tools. Full terms.
- SupportProduct questions and corrections by email; no custom implementation or professional review. 14-day refund policy.
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The task
What you'll make
A handover another person can rehearse before the role changes.
Gather before you start
- Responsibilities
- Open projects
- Approved access process
Mark missing information so you can check it before using your work.
When to skip this kit
- You need a native Excel, Canva, or Word template. This download contains Markdown documents and an offline HTML workbook.
- You need autosave or cloud sync. Export Markdown or save a backup before closing the offline workbook.
- You need someone to complete the work. These are worksheets to fill in yourself.
Read the first worksheet below to see whether its questions help with your task.
Included files
What's inside
- 01Responsibility inventory
- 02Project status
- 03Access map
- 04Rehearsal
- 05Final transfer
Each document has instructions, questions, and space for your answers. The final document includes a common mistake to check for before using your work.
Your completion check
The receiving person can locate the next actions and knows which access requests remain unresolved.
Before you finish
Check this before you use it
Links are transferred but the context needed to use them is missing.
Pair each active responsibility with its status, next action, and contact.
Use the final worksheet to record what needs fixing and what you still need to check.
Free worksheet
Start with worksheet one
Responsibility inventory
Jump to a section
Worksheet 1 of 5. Responsibility inventory Project: {{project}} Prepared by: {{business}} Review with: {{contact}} Target: {{deadline}}
Instructions
List recurring tasks, frequency, inputs, outputs, and current owner.
Worked example, fictional
Context: A coordinator leaves a role and wants the replacement to find deadlines and unresolved tasks. Completed response: Weekly report needs order data by Thursday and goes to the team lead.
Your decision
Which recurring task would be missed if nobody owned it? My answer: [ ] Source and date: [ ] Still to check: [ ] Next action, owner, and due date: [ ]
Before moving on
[ ] My answer uses my own facts. [ ] I have marked anything I still need to check.
Next worksheet: Project status.
Before you start
- Responsibilities: [Source or notes]
- Open projects: [Source or notes]
- Approved access process: [Source or notes]
What you will make
A handover another person can rehearse before the role changes.
View plain worksheet text
Worksheet 1 of 5. Responsibility inventory
Project: {{project}}
Prepared by: {{business}}
Review with: {{contact}}
Target: {{deadline}}
Instructions
List recurring tasks, frequency, inputs, outputs, and current owner.
Worked example, fictional
Context: A coordinator leaves a role and wants the replacement to find deadlines and unresolved tasks.
Completed response: Weekly report needs order data by Thursday and goes to the team lead.
Your decision
Which recurring task would be missed if nobody owned it?
My answer: [ ]
Source and date: [ ]
Still to check: [ ]
Next action, owner, and due date: [ ]
Before moving on
[ ] My answer uses my own facts.
[ ] I have marked anything I still need to check.
Next worksheet: Project status.
Before you start
- Responsibilities: [Source or notes]
- Open projects: [Source or notes]
- Approved access process: [Source or notes]
What you will make
A handover another person can rehearse before the role changes.This is the complete first worksheet from the current edition. The full kit adds the remaining four documents, a worked scenario, and the offline editing workbook.
Before you choose
What should I have ready for this kit?
Bring responsibilities, open projects, approved access process. Mark anything you still need to check.
How do I know the work is finished?
A handover another person can rehearse before the role changes. Check your answers against the original records and note anything unresolved before sharing your work.
Does it include a spreadsheet or native app template?
No. You receive editable Markdown documents and an offline HTML workbook. These are not native Excel, Canva, Notion, or Word templates. Extract the whole ZIP before opening the HTML files. Mobile file managers may not run local scripts; the text files and reading edition remain available.
Will this do the work for me?
The kit supplies structure, questions, and examples. You provide the facts, make the decisions, and adapt the finished output. You are responsible for checking the finished work. Custom implementation and professional review are not included.
Created by Pagemage with AI-assisted writing and development. Read how the content and tools are checked. Questions or corrections: hello@pagemage.tech. 14-day refund policy.