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Two colleagues hand over a project notebook at a shared desk

Before responsibility moves

Pass the
context.
Not just
the contact.

Prepare a
handover
conversation.

The checks are your own notes, not an access grant or verification. Use role descriptions rather than private names.

Before calling the brief ready

Complete the role, unfinished work and four checks to prepare the brief.

Keep three things separate

Agreement.
Access.
Context.

  1. Agreement

    The next person understands and accepts the responsibility.

  2. Access

    The actual service’s authorised process controls who can use the route.

  3. Context

    The right information is shared through an appropriate channel, with private details limited to those who need them.

A closed project notebook and phone beside a small storage box

Leave a reason
for what remains.

Unfinished work may need a record and an owner. Keeping a record, keeping a contact active and keeping a person’s access are separate decisions.

Put the next review in the plan