Handover is weak when someone leaves
Capture open work, relationships and routines before the person exits.
01 · What is usually happening?
Someone gives notice. In their last week they try to explain everything, but a lot is forgotten: the customer who always pays late, the machine that needs a special setting, the password for the portal.
The replacement learns it by making the mistakes the leaver already knew about.
The question people usually ask“What did they know that we do not?”
The more useful question“What must be written, shown or transferred before their last day?”
02 · Common causes
- 01Handover is left to the last week
- 02No checklist of what to pass on
- 03Knowledge sits in the person, not in the system
- 04Accounts and logins are in their name
- 05Relationships with customers and suppliers are personal
- 06Nobody asks what would go wrong when they leave
03 · What to check now0 of 6 checked
04 · What good looks like
- 01A handover checklist is started at notice.
- 02Each task has a named successor.
- 03Accounts and access are moved to the business.
- 04Key relationships are introduced personally.
- 05A written note of the quirks is kept.
05 · Where this connects
This rarely stays in one department
What it can lead to: The business relearns, painfully, what the person already knew.
Start from a problem
Work flows left to right, top to bottomKEYMost important for manufacturing
These support every part of the business
Problem
Handover is weak when someone leaves
Usually connected to
How it spreads
- People
What it can lead to: The business relearns, painfully, what the person already knew.
lamplamp could build the handover list from the person's chats, tasks and open work.
06 · Related processesEmployee exit to handover
Related guidesHow to stop the owner becoming the company helpdesk
08 · lamp
lamp could keep this moving
lamp is not available yet. These are things it is being built to do.
- lamp could build the handover list from the person's chats, tasks and open work.
- lamp could ask them a short question each day until the list is complete.
- lamp could introduce the successor to customers and suppliers by message.
- lamp could show what is still open on the last day.
Does your business handle this differently?Tell us what we have missed: a cause, a check, or a better way of handling it.
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