Meaningful Work· Low risk

Leaver handover template

Capture what a departing colleague knows.

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
Gather your inputs
Have your local context, audience and goal to hand.
2
Fill in the template
Copy the template below and replace every bracketed placeholder with real, local context. Keep names and safeguarding details out.
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 or context.
4
Review with the checklist
Work through the human-review checklist below before you send, publish or act on the output.

Prefer a guided flow? Adapt with the guided builder — it fills placeholders from your association profile.

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 bracketed placeholders with real context. Never paste identifying details about children, health or safeguarding cases.

Worked example

ROLE: [role]

Why this prompt works

Reduces the 'they took it with them' problem.

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Adapt with the guided builder