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EA Handover Document
A structured handover so cover or a successor can step in and not miss anything important.
Handover
Structured handover documents for cover, leave, or role transitions.
In practice
How teams usually use Handover templates
Handovers fail when they assume context is obvious. Good handover templates make ownership explicit, document recurring rhythms, and leave the next person with fewer hidden traps.
- Cover annual leave, parental leave, interim support, or role transitions.
- Capture recurring meetings, key stakeholders, known sensitivities, and in-flight work.
- Document access, deadlines, and routines that are easy to forget under pressure.
Common ways this work goes wrong
- Watch for this. Writing a narrative with no prioritised action list for the next week.
- Watch for this. Leaving relationship context out because it feels informal.
- Watch for this. Assuming system access and approvals are someone else’s problem.
Word
Maternity / Paternity Cover Handover
Long-leave handover that lets a cover EA fully take over — relationships, rhythms, and the unwritten rules.
Word
Annual Leave Handover Brief
Short leave (1-2 weeks): the must-know list for whoever is covering.
Word
Project Handover Document
Hand a live project from one owner to another — status, decisions to date, in-flight risks, what's next.
Word
Vendor Relationship Handover
Hand over a vendor relationship to a new internal owner — contacts, contract, history, watchouts.
Word
Client Account Handover
Hand over a client account to a new internal lead — relationships, history, commercials, watchouts.
Read before you download
A strong handover gives the next person context, priorities, and enough relationship detail to avoid preventable mistakes.
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