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Using Business Handover Planner

How to start, keep, reopen, and use your Business Handover Planner work.

Help someone understand the work, access, responsibilities, and unfinished commitments.

Open Business Handover Planner

Start with the work in front of you

  1. Choose temporary cover, a role handover, or an ownership transition. Define the period, people, and boundaries.
  2. Capture work, records, contacts, access arrangements, and open matters. Describe what must be checked together.
  3. Record walkthrough results and a return point. Download reusable copy and review a reading copy together.

Keep it and pick it up again

The handover JSON keeps the working record. Update it as the walkthrough reveals gaps.

  1. Check your browser’s Downloads for the actual file. Keep the .json extension; a meaningful name and date can help you recognize the copy.
  2. Choose Open saved work below, select that file, and check the tool and summary shown.
  3. Continue in the tool. If there is already work open there, review the replacement prompt. Cancel to keep editing or download the current work before replacing it.
Check and reopen a file

What to keep in view

Naming someone does not transfer authority or confirm their agreement. Describe how authorized access will be arranged; do not put passwords or recovery codes in the handover.

If it does not look right

If the file will not open, leave the original unchanged and read the error. A reading copy cannot substitute for the editable JSON. If you reopened an older copy, look for a later download; do not overwrite the current work while checking.

Find a safe next step

Where this can lead

These tools may help with the next task. A link alone does not transfer your information.

See the actual file connections

Keep your open draft?

Continuing will discard your unsaved changes. You can return to the draft and save or download it first.