How to hand over a job with the least pain for all
February 2, 2012 1:49 PM Subscribe
I am going on maternity leave in three weeks and may not have overlap with my replacement, so I won't get to train them. How do I prepare my team for this change? How do I prepare my replacement from afar? What are best practices in job handover? What do you wish your predecessor had left you?
posted by arcticwoman to work & money (4 answers total) 1 user marked this as a favorite
I work in a small regional branch of a large not-for profit. My job is primarily to coordinate one large and two small programs and manage a team of 40+ volunteers. We have a HUGE corporate computer network with files sometimes 15-20 deep, and a spread-out admin/finance/HR structure, so it can be difficult to find resources or even the right person to ask questions of. With that said, it's an incredibly supportive organization, and so there is always someone to help.
I use Raiser's Edge and several other specialized programs as part of my job, in addition to a google calendar, signup schedule, doodle polls, text messaging, and other technological tools. I am the only one in my office (although not the only one in the org) who knows how to use many of these, so the newb won't easily be able to get help.
What I need to know is how best to handle the job handover. What sort of notes or files do I need to leave for them? Is it helpful to have detailed instructions for each of the tools I use? Is it helpful to have a description of what I make sure is done on Monday, Tues, every other week, by the 20th of the month, quarterly, in August - or is that micromanaging?
When you started your job, what did your predecessor do to make sure the change was smooth and you had the information and resources you needed? Or what do you wish they had done?