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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

One page, top to bottom:

Printed under the title: Handing a job, a shift or a role to somebody else: what is live, what is waiting, and where things are.

Assume they know nothing. Written handovers exist because the person taking over does not know what they do not know.

Write-on lines: Handing over · Taking over · Role or shift · Date · Time

Live and urgent

Table, 3 rows: What · Where it stands · Next step · By when · Contact

Waiting on somebody else

Table, 2 rows: What · Waiting on · Since · Chase by

Where to find things — keys, files, systems, and who to ask

Ruled lines

Signature strip: Handed over by · Received by · Date

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Also in the resources library

The same subject, with a version you can fill in on screen.

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