How to use this sheet
- Start as soon as you know your end date. A useful handover is not a leftover afternoon.
- Write the job as you actually do it, not the role on paper.
- Use the sheet as the agenda for a conversation, not a document you drop on a desk.
- Make the introductions yourself, in person where you can.
- Close on purpose: what you built, not an apology for what is unfinished.
The PDF is fillable: open it in a real reader (Acrobat, Preview) to type and save, or print it and write by hand. Anything you type on this page stays in your browser, nothing is sent anywhere.
Tools and access
Systems, accounts, passwords to transfer, files and where they live.
Key contacts, and why they matter
Names, what they hold, how best to reach them.
Ongoing issues
What is open, where it stands, the next step for each.
Daily and weekly rhythms
The routines and deadlines the calendar does not show.
Introductions to make in person
Who, and when we meet before I go.
What I built here
What I want to be remembered for in this role.