# Handoff: [Project / responsibility name]
**Owner today:** [Your name]
**Owner after [last day]:** [Receiver name, or "TBD - flag with [Manager]"]
## What this is
[One paragraph: what the work is, who depends on it, what the success criteria are]
## Current state
[Where things stand right now. What's done, what's in flight, what's blocked]
## Active items requiring action in the next 30 days
- [Item 1, with date and owner]
- [Item 2, with date and owner]
- [Item 3, with date and owner]
## Key contacts
- [Internal contact - role, what they own, when to reach out]
- [External contact - role, payer/vendor/client]
## Things that are likely to come up in the next 90 days
[Specific items that have a high probability of needing attention - regulatory deadlines, recurring meetings, payer cycles, audit windows]
## Risks I am leaving you with (be honest)
[The two or three things that are most likely to surface as problems. Naming these is more helpful than not.]
## Where to find everything
[File paths, shared drives, folders. If something lives only on your laptop, fix that now.]
## Questions you can ask me after I leave
[Personal email or phone if you are willing. If not, "Reach out through [colleague's name] and they can route to me."]
Rules
- Write one per active responsibility. Most candidates need 4-8 of these.
- Be honest about risks. Pretending the work is in better shape than it is hurts you and your successor.
- Move every file off your personal laptop and into the shared drive while you still have access.
- Walk through the document with the receiver in person if possible.