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10 Simple Ways to Prepare a Handover at work (with email templates)

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10 Simple Ways to Prepare a Handover at Work (with email templates)

Once upon a time I used to try to plan my projects around dates when I knew I was going to be in the office. My colleagues joked that I planned the birth date of my first child around a major transformation project go live date (I didn’t). It turned out that we had to move that go live by three months, so I was on maternity leave with a new born when they eventually went live.

As experienced project managers know, when things change on a project, all your carefully planned deadlines switch around too.

In this article, we’ll look at how to plan and execute a handover to a colleague.

Reasons to handover your work

At some point in your career, you are going to have to handover your project to someone else. That could happen for a number of reasons:

  • Maternity leave
  • Paternity leave
  • Planned medical leave
  • Vacation time, annual leave or booked holidays
  • Unpaid leave of absence
  • Employee resignation or a departing employee (perhaps you) means work allocations have shifted around and you have to do a knowledge transfer to someone picking up your project permanently.

As you can see, those reasons split between a temporary handover (when someone else takes responsibility for your work for a short time) and a permanent handover (when you are leaving the project behind).

The process is pretty much the same. If you are leaving for good and handing over your work during your notice period, then you’ll want to be more inclusive and comprehensive. For temporary leave, you can focus mainly on passing over tasks that need to be completed during the time you are unavailable.

Vacation handovers

The most common reason for briefing someone else on your work is that you have a holiday planned. A vacation handover helps you both. It means you have to think about what might happen and plan for it. It helps your colleagues deal with stuff while you are away.

A holiday handover tends to cover only the tasks that you need someone else to do on your behalf. That could include the following items:

  • Briefing senior managers on the completion of a task
  • Sending out a report (bonus points for you if you can pre-write some of it before you go)
  • Being the point of contact in an emergency
  • Being the point of contact for a supplier in case they need something
  • Supervising the day-to-day activities of the project team and being a point of escalation if team leaders need something
  • Being the approval point for key processes so that changes etc don’t get stuck in the workflow while you are away.

Mostly, projects can cope without you for a fortnight. It’s good to brief someone on what to do, but if they aren’t able to step up due to their own workload, it’s not the end of the world. Try to keep your expectations manageable.

The 10 tips below will help you put together a smooth transition plan, regardless of how long you are going to be away (or if you are ever coming back).

work handover process

10 Handover tips

Here are 10 simple ways to leave your work behind and not worry about what’s going on back at base.

1. Use your email signature to notify of upcoming leave

I’ve seen more and more people using their email signature as a way to alert people to upcoming out of the office time. I think it’s a good idea. It reads a bit like this:

Email signature, contact details, etc
Advance notice: I’ll be out of the office from Tuesday 14 July until Friday 24 July.

The text is normally in red or bolded (or both) so it stands out.

I have no idea how effective this is and whether it just means you get a ton of emails on the day before you are due to leave, but it seems like a sensible thing to do in an environment where you have a lot of messages and people need to know where you are.

Prepare a holiday handover at work

2. Plan your handover to a colleague

This might sound obvious but the first step is that you need to plan to handover your work and create ‘handover notes’.

Ideally, if you are going to be out of the office for only a short period of time, you should handover all your current projects to one colleague. Look at the resource plan for the team and consider who that might be.

Your handoveree (that’s not really a word, I know) doesn’t need to know everything about the project. They simply need to be briefed on the necessary information:

  • Main deliverables during this time, if any
  • Main risks or issues that are currently on the table and might need watching (take them through your RAID log)
  • Main stakeholders and the project sponsor’s contact details so if anything urgent does come up they know who to talk to
  • Where they can find information about the project
  • Major decisions that should be taken during this time, if any, and what your recommendation would be and/or criteria for making that decision.

You may have other things to add to that list depending on your project and situation.

If you are preparing handover information as part of the recruitment process – to give to a new starter because your own responsibilities have changed or you are leaving – then you will want to include a comprehensive handover report.

That should cover all the important information, a list of key files, key processes, key contacts for each of the different teams involved, specific activities that are in progress or outstanding, current issues and how much time they should expect to be spending on keeping the work moving forward.

Tip: Long before you go, make sure your team has people in it capable of delegating while you are away. This book has some tips to help support your team and manage your own workload.

Elizabeth on the phone

3. Meet your colleague to handover

Set up a meeting with the person who will be picking up your work. I find that it helps to create a document with all the key points. They can then use this as a reference and update it with anything that changes. If you are coming back, they can give it to you. If you’re gone for good, they can adapt your notes into something that’s relevant for their job description.

For temporary handovers, make sure you are clear on what the priorities are (or should be) so they only have to focus on the really important stuff. Remember they have their own job to do too!

If you have an automated approvals process or a project management workflow, such as the change management process, make sure they get access to that so that work doesn’t stop because you aren’t there.

For tips on how to talk to someone about picking up your work, read my guide to delegating tasks.

4. Remind your manager and/or project sponsor

You should tell the key stakeholders on your project that you are going away or leaving. Give them lots of notice and introduce them to the new person who will be their temporary/permanent contact.

If you are on holiday and it’s that sort of project, let them know how they can contact you during your vacation, if you are prepared to take their calls.

5. Tell your clients/other stakeholders

It’s a courtesy to let customers, suppliers or key project stakeholders that you won’t be available during your vacation time. I think it’s better to let them know on the phone or at a regular meeting, but it’s always useful to remind them in an email. They won’t remember, and having it in writing gives them something to refer back to.

Holiday handover email template to use with clients

Hello [name]
I thought I’d remind you that I’m out of the office from [date] to [date]. I can assure that I’ve handed off the important topics to [colleague] who is available to help you during this time. You can reach him/her on [contact details] if you need to get in touch while I’m away.
If it’s not urgent, feel free to email me and I’ll respond to your message on my return.
Kind regards
[your name]

If you want, you can include a statement about the latest progress, what next steps are, what they can be doing while you are off, or something like that.

Personalise as much as you can, especially if you are out of the office for more than a week.

Giving a last-minute-before-you-leave update is going to reduce the emails you get on your return because they (hopefully) won’t be chasing for routine status reports.

Elizabeth Harrin working together

6. Set your out of office autoresponder message

Set up an out of office email response message letting people know that you are away from your desk. You can automate it to go to internal recipients and then set a different one for external senders as well, if you’d like to tailor your responses.

Here’s an example of a bad out of office message:

I’m on annual leave until Friday. I’ll pick up your email on my return.

This doesn’t give the recipient any useful information because they cannot be sure which Friday you are talking about.

And if they have an urgent query, they’ve now drawn a blank as you’ve given them no alternative contacts.

Autoresponder email template

This is a better email template:

I’m on annual leave until Friday 24 July. I won’t be accessing my email during this time. If your question is urgent, please contact:Project Alpha: John Smith (telephone number xxx, email xxx@zzz.com)
Queries about invoices: Accounts Payable team (call xxx and choose option 3)
Other enquiries: Emma Jones (telephone number xxx, email xxx@zzz.com)

I’ll respond on my return.

List the contacts for each of your projects or major areas of responsibility if you have them (if you don’t, just stick your deputy on the list).

Check with each person that you name that they are happy to cover for you while you are away.

These are likely to be the people that are in your project workbook’s Contacts tab.

Think about whether you want this list of internal contacts to go to external senders. The amount of spam emails I get, I wouldn’t want my colleagues’ names to end up on sales people’s mailing lists. So consider having  a different message for external senders.

It’s tricky responding to queries when someone you have never heard of before calls you up with a question about a project you know nothing about (that has happened to me).

If in doubt, put your manager as your out of office contact as he or she should be able to direct enquirers to the right person on your behalf.

Monday.com screenshot

7. Update your voicemail message

Remember to update your voicemail message as well.

If you are out of the office for a day or so then it probably isn’t worth it unless you get a lot of calls a day. If you are away for a week then it’s polite to let callers know that you won’t be returning their calls for a while.

8. Tie up loose ends

Don’t leave your colleagues with admin to finish off. The point of a handover is not to get someone else to do your boring work.

Spend a bit of time sorting out your inbox, delivering on your promises and tidying up your workload so you aren’t leaving (or coming back to) a massive mess.

Write a to do list of things that are essential for when you come back, so you don’t spend your first day back in the office wondering what on earth you were working on before you left.

having tea

9. Plan for a handover back when you return

The last thing to do is to schedule time in your diary for your return so that you can pick the project up from the person who was looking after it for you. Don’t assume nothing has happened. You never know what they might have dealt with or done while you were away.

Also:

  • Turn off your autoresponder email
  • Update your voicemail to your standard message
  • Book time with your team members so you can catch up on their work progress.

Personally I’m not particularly good at switching off on holiday so I would have checked all my emails anyway and kept up to date in a passive way through that.

But I don’t advocate that: I think holiday time should be for holidays and when you come back you’ll normally have a huge pile of messages to go through.

Make sure that you talk to your cover person as soon as you can so that you get the context for any of those messages that relate to the project.

elizabeth at desk

10. Go on holiday and don’t look back

Honestly.

If you are taking a vacation, don’t think about work. You’ll be more refreshed. Things are in good hands. And even if they aren’t, I promise you can sort it all out when you get back. The world will not end.

And if you are staying back while others are off, here are 7 ways to stay motivated and productive at work during the holidays.

If you want to think about work people, do it in the context of buying holiday treats for the team and bring back some local sweets or something. It’s always nice to thank the people that helped you while you were off.

If you are leaving for good, draw confidence from the fact you prepared the best handover documents possible for the incoming employee. By all means stay in contact with your ex-colleagues, but don’t lose sleep over the work you left behind.

Pin for later reading:

handover at work

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