When responsibilities change hands in an organization, the handover process represents a vulnerable point where information can be lost and accountability can become unclear. Handover checklists provide a systematic approach to documenting the transfer of duties, equipment, or projects between individuals or teams. They create a clear record of what has been transferred, the condition of items, and outstanding issues that require attention.
With our collection of handover templates, you can establish standardized protocols that ensure consistency across all types of transitions in your organization. These templates help you capture critical details that might otherwise be forgotten during verbal handovers, creating a paper trail that protects both the transferring and receiving parties. By documenting each handover properly, you reduce liability risks and provide new handlers with all the information they need to maintain operational excellence without interruption.
Must-have handover templates
These customizable templates cover various handover scenarios to ensure smooth transitions and maintain operational excellence across your organization:
General handover protocol
This comprehensive template establishes a standardized process for transferring responsibilities between team members. It captures key information about ongoing tasks, recent developments, and critical contacts. You can customize the priority levels for pending issues to reflect your organization’s specific operational needs. Sign up for Lumiform to access this template and start improving your handover processes today.Shift handover protocol
Ensure seamless transitions between work shifts with this detailed protocol that documents equipment status, production targets, and safety concerns. The template includes sections for recording completed tasks and upcoming priorities for the next shift. Adapt the incident reporting section to match your industry’s specific safety requirements and compliance needs. Download this PDF template to establish consistent shift handovers across your operation.Vehicle handover protocol
Document the condition and transfer of company vehicles with this thorough checklist that covers mechanical status, fuel levels, and existing damage. The template includes verification steps for required documentation and safety equipment. Customize the inspection points based on your specific vehicle types, from delivery vans to heavy machinery. Contact our sales team to learn how this template can integrate with your fleet management system.Work clothing handover protocol
Track the distribution and return of company-issued uniforms and protective clothing with this detailed template. It includes sections for documenting item condition, replacement needs, and cleaning requirements. Modify the template to include specific PPE requirements for different departments or job functions within your organization. Sign up for Lumiform to digitize your work clothing management process.Work shoes handover protocol
Manage the issuance and return of safety footwear with this specialized template that documents shoe type, size, condition, and compliance with safety standards. The checklist includes verification of proper fit and employee acknowledgment sections. Customize the safety standard references to match your industry’s specific requirements and regional regulations. Download this PDF template to improve your safety footwear management.Work equipment handover protocol
Facilitate the proper transfer of tools and equipment between employees with this comprehensive checklist that documents item condition, calibration status, and maintenance history. The template includes sections for recording missing components and operational issues. Adapt the equipment categories to match your specific inventory and add custom inspection points for specialized tools. Contact our sales team for implementation assistance.Tablet handover protocol
Ensure the secure transfer of company tablets with this detailed template that documents device condition, installed applications, and account access. The checklist includes verification steps for data backup and privacy compliance. Customize the security protocol section to align with your organization’s IT policies and add specific application verification steps. Sign up for Lumiform to digitize your device management process.Navigation device handover protocol
Track the transfer of GPS and navigation equipment with this specialized checklist that documents device functionality, mounting hardware, and map updates. The template includes verification of power adapters and user account transitions. Modify the checklist to include your fleet’s specific navigation systems and add custom verification steps for specialized features. Download this PDF template to streamline your navigation equipment management.Offboarding handover template
Facilitate smooth transitions when employees leave your organization with this comprehensive template that ensures all knowledge, responsibilities, and company assets are properly transferred. It includes sections for documenting access credentials and ongoing projects. Customize the knowledge transfer sections to reflect department-specific processes and critical information. Contact our sales team to integrate this with your HR offboarding workflow.Project handover template
Ensure continuity when transferring project responsibilities with this detailed template that documents project status, key stakeholders, and outstanding deliverables. The checklist includes sections for risk assessment and resource allocation. Adapt the milestone tracking section to match your project management methodology and add custom fields for industry-specific requirements. Sign up for Lumiform to streamline your project transitions.
