Offboarding Handover Form
Capture the leaver's knowledge before it walks: systems, contacts, and the undocumented.
6 questions · 1 page · about 5 minutes to answer · fully editable after you start
Every departure exports undocumented knowledge, and the export window is two weeks. This handover form has the leaver inventory what only they know: systems and access they hold, in-flight work and its state, relationships and contacts that need warm handoffs, and the deliberately open question – what will break when you leave that nobody realises.
The will-break answers are routinely worth the whole form: leavers know exactly where the bodies are buried and, asked respectfully on the way out, will draw the map.
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Page 1
Before you go
This form records what the next person needs to know before you leave: your systems and access, work in progress and key contacts. Complete it so nothing is lost in the handover. It takes about 5 minutes.
Q1.Systems, tools, and access you hold (especially anything only you administer)*
Q2.In-flight work: what is mid-stream, and what state is it in?*
Q3.Relationships needing a warm handoff (clients, vendors, internal)*
Q4.What will break when you leave that nobody realises?*
Q5.Are you open to occasional questions after you leave?
- Yes, within reason
- For a paid consulting arrangement
- Prefer a clean break
Q6.Your last working day*
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