Prepare What to Say in a Handover Meeting
Added 2026-10-30
Organise the handover by who needs to know what, not by what you did.
I am handing over a piece of work. I will give the content and context. Prepare a 30-minute handover outline: 1) what each role needs to know (successor, manager, collaborators); 2) for each workstream: current state, next step, contacts, traps; 3) the accounts, documents and permissions that must be transferred; 4) three questions to verify the successor really has it; 5) the one thing I am most likely to forget.
Site original
Chinese original
How to use
交接的质量取决于对方能不能独立跑起来。
Try tweaking it
- Ask for three columns: conclusion, owner, deadline — ready to paste into a table.
- Let it organise only your notes; do not add decisions that were never made.
What you should get
- Task list with owner, deadline and blocker
- Escalations that need a decision, listed separately
Common mistakes
- Feeding raw notes and letting it fill in decisions that were never made.
- Getting owners without deadlines, so no task can be created.
How to check the output
- Every item has an owner and a date — ready to become a task.
- It does not record decisions that were never made.
Where it works
- Good for: turning verbal discussion into owner, deadline and blocker.
- Watch out: let it organise only the notes you supply — never let it infer decisions that were not made.