Pre-Leave Transition and Handover Plan

Plan an employee completes before extended leave to delegate projects, document contacts, and provide handover notes for coverage.

Leave and Submission Details

• Employee name
• Work email
• Manager name
• Leave start date
• Leave end date
• Leave type
• If other, specify leave type

Coverage and Delegation

• Primary coverage owner
• Backup contacts
  Add one row per backup contact or delegate.
• Delegated responsibilities
• Handover priority

Active Projects and Work Status

• Active projects
  Add one row per active project or workstream.
• Project status key
  Use this status key for the Active projects table: Not started, In progress, Blocked, Waiting on external party, Completed.
• Critical deadlines during leave
  List only deadlines that require action while you are away.
• Known risks or blockers
  Describe any issues that could affect continuity, including dependencies or approvals needed.

Contacts, Access, and Reference Materials

• Key internal and external contacts
  Add one row per contact that coverage may need to reach.
• Shared resources and file locations
  Include links or locations for shared drives, folders, trackers, calendars, and reference documents.
• Access notes
  Provide only the access details your organization permits you to share, such as where to find shared tools or who can grant access. Do not include passwords.
• Attach handover documents

Transition Notes and Attestation

• Transition notes
  Summarize anything the coverage owner should know that is not captured elsewhere.
• Any accommodation or schedule constraints for coverage?
  If yes, additional details will be requested below.
• Accommodation or schedule details
  Provide only the minimum necessary information needed to support reasonable accommodation or schedule planning.
• Attestation