EA Handover Document

When to use this

Covers recurring tasks, in-flight projects, key relationships, system access, and the unwritten rules. Worth keeping live and reviewing quarterly even if no handover is imminent.

What’s included

• 1. The executive at a glance
• 2. Recurring rhythm
• 3. In-flight items
• 4. Key relationships
• 5. Systems & access
• 6. Suppliers
• 7. Unwritten rules
• 8. Open questions for your successor

What to customise before you use it

• Replace Executive name with your real meeting, project, or stakeholder details.
• Replace Your name with your real meeting, project, or stakeholder details.
• Replace Dates with your real meeting, project, or stakeholder details.
• Replace Notes with your real meeting, project, or stakeholder details.
• Replace Setup notes with your real meeting, project, or stakeholder details.
• Replace Access notes with your real meeting, project, or stakeholder details.
• Replace Agency, ref, login with your real meeting, project, or stakeholder details.
• Replace Approval limits with your real meeting, project, or stakeholder details.
• Replace Name, contact, what for with your real meeting, project, or stakeholder details.
• Replace Thing the new EA would otherwise learn the hard way with your real meeting, project, or stakeholder details.

# EA Handover — [Executive name]
**Prepared by:** [Your name]   **Period covered:** [Dates]

## 1. The executive at a glance
- Working style: [Notes]
- Communication preferences: [Notes]
- Non-negotiables: [Notes]

## 2. Recurring rhythm
| Cadence | What | Notes |
|---------|------|-------|
| Daily   |      |       |
| Weekly  |      |       |
| Monthly |      |       |
| Quarterly|     |       |

## 3. In-flight items
| Item | Status | Next step | Owner | Due |
|------|--------|-----------|-------|-----|
|      |        |           |       |     |

## 4. Key relationships
| Name | Role | Why they matter | How to reach them |
|------|------|-----------------|--------------------|
|      |      |                 |                    |

## 5. Systems & access
- Email: [Setup notes]
- Calendar: [Access notes]
- Travel: [Agency, ref, login]
- Finance: [Approval limits]

## 6. Suppliers
- [Name, contact, what for]

## 7. Unwritten rules
- [Thing the new EA would otherwise learn the hard way]

## 8. Open questions for your successor
- [Anything you have not had time to resolve]