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Start here / Buying, handovers & moving on

Going into business together / Running a business / Moving on

Someone needs to take over my responsibilities.

Prepare for time away, delegation, a role change, or a transition so another person can understand the work they are taking on.

A useful first step

Business Handover Planner

Explain the responsibilities and open work from the recipient's point of view. Include where information lives and what still needs checking.

Open Business Handover Planner

Free to use in your browser. No account needed.

Already partway through?

Begin at the point that matches your situation. There is no required sequence.

What could follow

Use another resource when it helps the work in front of you. You can stop when you have the result you need.

Bookmark this page to return to the same path. Use each tool’s save or download options to keep your work.

Keep your open draft?

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