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Handover Matrix Template

The Handover Matrix is a tool designed to facilitate the transition of responsibilities between individuals or teams, ensuring clarity on tasks and accountability. It includes key details such as task descriptions, current and new owners, status, due dates, and additional notes. A template is provided to help organize this information effectively during the handover process.

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Raquel Fuentes
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143 views1 page

Handover Matrix Template

The Handover Matrix is a tool designed to facilitate the transition of responsibilities between individuals or teams, ensuring clarity on tasks and accountability. It includes key details such as task descriptions, current and new owners, status, due dates, and additional notes. A template is provided to help organize this information effectively during the handover process.

Uploaded by

Raquel Fuentes
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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HANDOVER MATRIX is a tool used to ensure a smooth transition of responsibilities and tasks from one person or

team to another. It typically includes details such as:

Task Description: A brief overview of the task or responsibility.

Current Owner: The person or team currently responsible for the task.

New Owner: The person or team who will take over the task.

Status: The current status of the task (e.g., in progress, completed).

Due Date: The deadline for completing the task.

Notes: Any additional information or context that might be helpful for the new owner.

This matrix helps to ensure that nothing falls through the cracks during a transition and that all parties are clear on
their responsibilities.

**Handover Matrix Template**

| Task/Responsibility | Current Owner | Designated Colleague | Status | Notes |

|------------------ ---|------------- --|-------------------- --|------- -|------ -|

| Task 1 | [Name] | [Name] | [Status] | [Notes] |

| Task 2 | [Name] | [Name] | [Status] | [Notes] |

| Task 3 | [Name] | [Name] | [Status] | [Notes] |

| Task 4 | [Name] | [Name] | [Status] | [Notes] |

| Task 5 | [Name] | [Name] | [Status] | [Notes] |

**Instructions:**

1. **Task/Responsibility**: List the tasks or responsibilities that need to be handed over.

2. **Current Owner**: Name of the employee currently responsible for the task.

3. **Designated Colleague**: Name of the colleague who will take over the task during the leave period.

4. **Status**: Current status of the task (e.g., In Progress, Completed, Pending).

5. **Notes**: Any additional information or instructions related to the task.

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