A Clear Handover

Before taking a few days off, Luis sent his coworker a folder and wrote, 'Everything is in here.' The folder contained drafts, old versions, and several files with similar names. His coworker could open them, but she did not know which ones were current.

Luis added a short handover note. He listed the latest file, the task already completed, and the next action. He also marked one delivery date as unconfirmed and named the person who could check it. The note linked to the files instead of repeating every detail.

His coworker could now continue the work and ask a focused question if something was unclear. A useful handover was more than sending access to a folder. It explained the current situation well enough for someone else to act without guessing what Luis had meant.