Office and committee · OC-12

Handover Notes Sheet

A free printable handover form — what is live, what is waiting on somebody else, and where to find keys, files and the person who knows.

First page of the Handover Notes Sheet — Hand a shift, a job or a role over properly, on the assumption that the person taking it does not yet know what they do not know.
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One page. Choose your paper size — both versions are laid out identically, so neither one gets shrunk to fit.

Print it and write on it

Fill it in type and save

The fillable versions have real form fields — open them in any PDF reader, type into them and save. Printing help.

What this sheet is for

Hand a shift, a job or a role over properly, on the assumption that the person taking it does not yet know what they do not know.

Who it is for

Shift workers, care and site teams, caretakers, anyone going on leave, and anyone leaving a role to a successor.

How to use it

  1. Fill it in before the end of the shift, not in the last two minutes.
  2. List what is waiting on other people, with the date it has been waiting since.
  3. Write down where things are kept, not just what they are.
  4. Both sign it. A handover nobody signed is one nobody read.

What is on the sheet

The layout is fixed at a size that fits both A4 and US Letter, so the A4 and Letter files are visually identical and print at full size on either. Rows are set at a height that an adult can actually write a date and a few words into with a pen — most printable tables are built in a word processor and never tested with one.

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