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.
Start with the question in front of you. Guides explain the work; tools give you somewhere to do it.
If you are considering closing
A handover, sale and closure need different preparation. Keep the alternatives visible, then work through the commitments that need a clear ending.
Handover, exit & closing
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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.
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Make a handover you can work through together
Map responsibilities, record useful contacts and records, gather unfinished commitments, and plan the next actions.
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Everyday work & records
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Make a recurring task easier to repeat
Give a particular job clear steps and a finish check that someone else can try.
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Make recurring work easier to follow
Explain, try, and improve the instructions your business relies on.
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Build and use a business routine
Keep versioned procedures, separate runs, exceptions, and improvements in an editable playbook.
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Find the record and understand its status
Keep versions, access checks, missing evidence, and the purpose of the record clear.
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Organize records around the work
Prepare a reusable register and a selected records list for a specific job.
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Act before an important date passes
Find the earlier action, prepare the work, and keep evidence of the outcome.
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Keep deadlines and renewals in view
Organize obligations, dated actions, preparation, and recurring occurrences in a reusable register.
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Partners, responsibilities & cover
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Put a bigger question to the right person
Prepare the context and questions for a conversation about the help you need.
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Prepare for an absence or interruption
Identify essential work, arrange practical cover, and check the alternatives before they are needed.
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Give the business a way forward
Build a continuity plan, practice a scenario, and keep clear instructions for the people involved.
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Outside learning & help.
Explore the people, resources, and kinds of outside help for this chapter. Start with the question you are facing.
Explore moving on help →Software & downloads