Roles and Task Handoff Template
Mohamad Charafeddine — mohamadcharafeddine.com/en/resources/roles-handoff/
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── Task handoff note ──

Handoff note — [task or file name]
From: [handing over]   To: [receiving]   Handoff date: [..]   Until: [return date / permanent]

1) Current status
   Done: [...]
   Remaining: [...]
   Next key deadline: [date + what must happen]

2) Where everything is
   Files: [link or folder]
   Accounts and tools: [tool + who grants access — never write passwords here]
   Open conversations: [with whom + last thing said]

3) Decisions already made — do not reopen
   [decision + who made it + why]

4) Waiting on others
   [what] — from: [..] — since: [..] — follow up on: [..]

5) Watch out for
   [risk, sensitive client, recurring error, exception]

6) Receiver's authority
   Can decide alone on: [...]
   Must check with [name] on: [...]

7) Contact while I am away
   Please contact me only if: [specific cases]   via: [channel]

Receiver confirms: I read the note and asked my questions on [date] — [name]


── Escalation message ──

Escalation — level [1/2/emergency] — [task name]
The problem (one sentence): [...]
Impact if unsolved: [deadline / client / budget affected]
What I have tried: [...]
Exactly what I need from you: [decision / approval / input / contact with someone]
Options I propose: (a) [...] (b) [...] — I lean towards: [..] because: [..]
I need a reply by: [time]