Handover note

Definition

A handover note is a short written record that passes an account, project or task to the next person. It covers what is running, what is waiting, what was promised, and where the records and access are, so the next person can act without rebuilding the history.

How to use it

List the live items first: campaigns and their status, budgets and limits, open requests with their owner, and the next dates that matter. Add what the client was told, which decisions are waiting for approval, and which changes are scheduled for a window. Link to the records rather than copying them, and never write passwords or keys into the note.

Write the note on the day of the handover, while the details are fresh, and ask the outgoing person to check it. Ask the receiving person to read it back in a short call and name the first three things they will do. Keep the note where account records live, so the history stays with the account and not with one person.