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Meaningful WorkManagerDeparting staff

Leaver handover template

Capture what a departing colleague knows.

Prompt template

Draft a handover template for a leaver in {ROLE}. Cover: live projects and status, key contacts (internal + external), recurring meetings, systems and passwords (via password manager only, never in the doc), decisions in flight, and known risks. Add a 30-min sit-down agenda for the handover conversation.

Replace each highlighted placeholder with real context. Keep names and safeguarding details out.

When to use this prompt

Reach for this prompt when you need to capture what a departing colleague knows. It's designed for Manager, Departing staff. Typically used within Continuity work.

How to use it
  1. 1

    Gather your inputs

    Have your local context, audience and goal to hand.
  2. 2

    Fill in the highlighted placeholders

    Copy the template above and replace every highlighted placeholder with real, local context.
  3. 3

    Run it in your AI tool

    Paste into your preferred AI assistant. Ask a follow-up if the output misses your association's tone.
  4. 4

    Work through the checklist

    Tick every item before you send, publish or act on the output.
Why this prompt works

Reduces the 'they took it with them' problem.

Worked example
ROLE: [role]

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YMCA AI Adoption Toolkit

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    Never enter identifying information about children, health or safeguarding cases into any AI tool. AI drafts, humans decide.

This toolkit is in beta. Its content was created with AI assistance and may contain errors — review outputs carefully, use your judgement, and follow your organisation's policies.

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