WORKTINUE / 27 CHECKPOINTS
CHECKLIST
Free template
The employee handover checklist: 27 steps
Review work, context and access together. Includes an editable spreadsheet and an AI handover guide.
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Keep the work moving.
Practical checklists and guides for departing employees and team leads. Prepare the work, context and next steps together.
WORKTINUE / GUIDE
BLOG
Offboarding
Offboarding and handover: what’s the difference?
Offboarding manages an employee’s departure. Handover makes their work possible for the next person. A useful departure plan connects both, with clear owners and acceptance checks.
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Team continuity
An employee is leaving. What should the team lead check?
Review the next action, owner, decision context, usable source and recipient access for each critical task. A large folder is less useful than a small handover the next person can actually use.
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AI knowledge
How to hand over AI work context before leaving a team
Prepare a reviewed package of reusable prompts, instructions, selected conversations, source links and a worked example. Treat an account export as material to inspect, not proof that another AI has inherited the same memory.
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