What to Leave When You Leave
Ensure continuity of effort between outgoing and incoming personnel by using this checklist.
Learning the ropes of a new position can feel like moving from dry ground to an icy patch. The challenge of transition can become overwhelming when the person that filled the role before you provided no guidance on current or future responsibilities. Productivity and effectiveness go out the window when you must figure out for yourself what meetings you need to attend, which tasks are in progress and all the other duties that fall on you. Important responsibilities can slip through the cracks. Keep this from happening by leaving behind all the information the next person in the job needs to continue the processes smoothly.
Continuity binder. Passdown log. Turnover file.
Different units have different names for them, but they all serve the same purpose, whether they exist in physical or digital form. The information they contain plays a critical role in supporting the unit's ability to continue providing essential services and meeting the mission under all circumstances. They help people stepping into new roles navigate their position by collecting vital information on what is being worked on, what needs to be completed and ways to accomplish tasks. Thorough continuity books ensure unit effectiveness and productivity are not hindered by steep learning curves.
Use this checklist to help ensure a smooth transition for the next person when you're transferred or promoted to a new position.