Time off Handover Template

Pro Tip: start with this 2 weeks before you go on holidays.

Check Mark Button What needs to get done before I take off

Here go all tasks that need to get done yes or yes
Important task 1
Important task 2
Important task 3
Important task 4
Important task 5
Important task 6


Handshake What I need to handover and to whom

Here go all tasks that need attention while you’re gone and you need to find “peer partners” for

Woman with Bunny Ears Peer 1 (colleague)

  • Important task title: short description - who’s involved (stakeholders) - until when does it need to get done
  • Ongoing activity: short description - who’s involved (stakeholders) - when does it typically happen

Woman with Bunny Ears Peer 2 (colleague)

  •  Important task title: short description - who’s involved (stakeholders) - until when does it need to get done
  • Ongoing activity: short description - who’s involved (stakeholders) - when does it typically happen

Dancer Manager (your boss)

  •  Important task title: short description - who’s involved (stakeholders) - until when does it need to get done
  • Ongoing activity: short description - who’s involved (stakeholders) - when does it typically happen


Hourglass What needs to wait

Here go all tasks that need / can wait till you return (or can’t be handled by someone else)
Important task 1 → X is informed about timeline (write people that maybe waiting on a response)
Important task 2 → X is informed about timeline (write people that maybe waiting on a response)
Important task 3 → X is informed about timeline (write people that maybe waiting on a response)
Important task 4 → X is informed about timeline (write people that maybe waiting on a response)
Important task 5 → X is informed about timeline (write people that maybe waiting on a response)
Important task 6 → X is informed about timeline (write people that maybe waiting on a response)


Love Letter Leave things here that I need pick or know about once I am back

Your team can drop all things here that happen during your time off and need your attention
What is it?
What do I need to do?
Until when?
Who can I ask about this?
Email from customer X (LINK)
Check it out and respond
Jun 30, 2024
ChChristophe Pasquier
 
 


Telephone How can you reach me in case of emergency

Leave your mobile nr and a preference on how you want to be contacted for the case that your team needs to reach you and clarify which cases count as ‘emergency’

Exclamation Question Mark Reach out to me when there are critical issues with customer x, or when there are risks to deal X or when X person wants to get a hold of me
Telephone My mobile Nr
Alarm Clock Best time to reach me


Backhand Index Pointing Right Who do you reach out to if you’d normally reach out to me?

  • For Marketing: Awesome Colleague 1
  • For Community: Awesome Colleague 2
  • For Product: Awesome Colleague 3


Reading suggestions for your time off