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Moving on

Leave the next person a useful starting point.

You might be sharing a responsibility, taking time away, stepping back, or preparing for someone else to take over. Begin with the work, the people, and what needs to keep happening.

Choose what helps today.

Follow the path, or jump to the question you have.

  1. Practical guide / Free

    Begin with one piece of work

    Find the knowledge, timing, and everyday decisions that someone else will need. Leave room to practice and ask questions.

    Open this resource
  2. Interactive tool / Free

    Make a handover you can work through together

    Map responsibilities, record useful contacts and records, gather unfinished commitments, and plan the next actions.

    Open this resource
  3. Interactive tool / Free

    Make a recurring task easier to repeat

    Give a particular job clear steps and a finish check that someone else can try.

    Open this resource
  4. Interactive tool / Free

    Put a bigger question to the right person

    Prepare the context and questions for a conversation about the help you need.

    Open this resource
  5. Practical guide / Free

    Make recurring work easier to follow

    Explain, try, and improve the instructions your business relies on.

    Open this resource
  6. Interactive tool / Free

    Build and use a business routine

    Keep versioned procedures, separate runs, exceptions, and improvements in an editable playbook.

    Open this resource
  7. Practical guide / Free

    Find the record and understand its status

    Keep versions, access checks, missing evidence, and the purpose of the record clear.

    Open this resource
  8. Interactive tool / Free

    Organize records around the work

    Prepare a reusable register and a selected records list for a specific job.

    Open this resource
  9. Practical guide / Free

    Act before an important date passes

    Find the earlier action, prepare the work, and keep evidence of the outcome.

    Open this resource
  10. Interactive tool / Free

    Keep deadlines and renewals in view

    Organize obligations, dated actions, preparation, and recurring occurrences in a reusable register.

    Open this resource
  11. Practical guide / Free

    Prepare for an absence or interruption

    Identify essential work, arrange practical cover, and check the alternatives before they are needed.

    Open this resource
  12. Interactive tool / Free

    Give the business a way forward

    Build a continuity plan, practice a scenario, and keep clear instructions for the people involved.

    Open this resource

Keep your open draft?

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