Role / Manager Handover – Continuity Pack

Structured continuity document for planned role transitions, interim handovers, and manager changes.

This printable PDF provides a clear, editable framework for transferring responsibility, context, and authority when a role changes hands — without disruption, confusion, or knowledge loss.

Designed for real operational use, not HR theory.

What this continuity pack is

The Role / Manager Handover – Continuity Pack is a structured handover template used when:

a manager or role holder is transitioning out
responsibilities are being reassigned
an interim or replacement is stepping in
continuity matters more than speed

It captures what the next person actually needs to operate safely and confidently — not just job descriptions.

Designed for

Managers preparing a planned transition
Teams handling internal role changes
Small businesses where knowledge lives in one person’s head
Organizations that want continuity without rebuilding processes

This document works for business roles, operational roles, and internal leadership handovers.

What the PDF includes

1. Handover context

Role title, function, reporting line
Transition type (promotion, replacement, interim, exit)
Key handover dates and overlap period

2. Scope of responsibility

Core responsibilities that define the role
Decisions this role owns independently
Decisions that require escalation or approval

3. Current state snapshot

Active projects and workstreams
Status, milestones, and ownership after handover
Recurring tasks, reporting cycles, and standing meetings

4. Knowledge transfer

Critical background and historical context
Known issues and how they’re handled
Risks, dependencies, and constraints

5. Tools, access, and documentation

Systems and tools used (without passwords)
Access holders and login locations
SOPs, playbooks, templates, and references

6. Stakeholders and relationships

Internal stakeholders and decision partners
External vendors, partners, or contacts
Communication expectations during transition

How this pack is used

Filled out by the outgoing role holder
Reviewed with the incoming or interim owner
Stored as an internal reference during and after transition

It becomes the single source of truth during the handover period.

Format & use

Printable, editable PDF
Use digitally or on paper
Update as needed — no subscription
Designed for internal operational continuity

This is not

A legal document
A contract or HR policy
A performance review
A replacement for onboarding

It is a continuity checklist and reference, nothing more and nothing less.