Handover Document
Documents the undocumented — who to ask, what breaks, what is fragile — since the rest is already written down.
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Running it, start to finish
- Write down what only you know before anything already documented.
- List every annual and quarterly cycle explicitly.
- Plan overlap on the things a document cannot convey.
What you get back
The output this produces, every time.
- Concentrates on knowledge that exists only in the departing person's head.
- Captures annual cycles, which are missed because they do not recur during the handover.
- Names what is stuck and what has been deferred, rather than presenting everything as on track.
Getting better results
Where this usually goes wrong, and how to avoid it.
- Write who to actually ask. The official owner and the person who knows are frequently different, and it takes a successor months to learn that.
- Include the deferred decisions. Handing them over silently means the successor inherits a problem with none of the context that produced it.
- Set a boundary on afterwards. A defined period is comfortable for both. An open-ended obligation is what makes departing people stop answering.
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Written for The AI University. Every prompt in this library is original work — authored, tested and revised here, not collected from elsewhere. 365 of them, free with an account.