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Standard Operating Procedures daily operations

Shift Handover

Structured shift-to-shift handover — what changed, what's in progress, what needs attention. 10 minute SBAR-style brief.

Built for: Healthcare Manufacturing Hospitality Retail Logistics

What's inside this template

Steps

  • Status (S)
    Brief overview of how the shift went. Productivity, sales, patient census, headcount, any major events.
  • Background (B)
    Context the incoming team needs — equipment downtime today, ongoing investigations, special VIPs / patients / customers, supply issues.
  • Assessment (A)
    What needs attention now or soon. Open tickets, in-progress work orders, escalations awaiting resolution.
  • Recommendation (R)
    What the outgoing lead recommends the incoming team prioritize. Specific people to support, tasks to finish, follow-ups due.
  • Confirmation
    Incoming lead summarizes what they heard. Both sign the shift log. Outgoing lead remains 5 minutes for any clarifications.

Common use cases

Shift change communication
New supervisor onboarding

Frequently asked questions

Should the outgoing or incoming lead drive the conversation?

Outgoing lead drives — they have the freshest information. Incoming lead asks clarifying questions. Both sign off when handover is complete.

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