Tools Plan an organisation

Knowledge handover interview

Work through these questions with a colleague before they leave. Never type passwords into this tool: hand them over through your organisation's password manager or in person.

Never type passwords into this tool. Hand them over through your organisation's password manager, or in person to the person who takes over, and change them after the colleague leaves.

Role of the person leavingLast working dayHanding over to, by role

Key contacts

Who do you deal with most, outside and inside the organisation? Give roles and organisations, not private numbers.Which relationships need a personal introduction before you go?

Regular routines

What do you do every week?What do you do every month or quarter?What happens once a year that someone must remember?

Files and systems

Where are the files someone will need? Give the folder or system, not passwords.Which systems or accounts do you use, and who else has access?What equipment or keys do you hold that must be handed back?

Open issues

What is unfinished or waiting for an answer?What could go wrong in the first month after you leave?

Deadlines

Which deadlines fall in the next three months?

Anything else

What do you wish you had been told when you started?

Progress

Saved in this browser. Give the handover pack to the person taking over, and to their manager.