Engagement handover record
Record each commitment or unresolved matter with the person handing over the work. Keep the supporting documents with the record.
Read the engagement handover guide
- Project or matter
- Prepared by / handed to
- Date
Commitments and unresolved matters
- What people were told
- What has changed
- Who must decide
- Who carries the commitment
- What happens next
- What closes the record
Entering an action does not fulfil a promise. Check the record against the original commitments and the latest approved decisions.
Social Capital Advisory · 0478 181 955 · socialcapitaladvisory.com.au