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.