Help the next officer pick up the work without digging through months of messages. Start with what's still open: events, decisions, money questions and replies people are waiting for. For each one, leave the current status, next step and a contact who knows the details. Make sure the incoming team can find the records, and arrange account access through the proper process. Walk through a current task together and agree who can answer questions after you leave.
Talk it through
- Which unfinished promise would be easiest for the next officer to miss?
- Can the incoming team find the records needed for the next deadline?
- What knowledge still depends on one outgoing person's memory?
Try this next
- List unfinished tasks and promises, useful contacts, deadlines and unanswered questions.
- Go through the shared records with the incoming officer and note any access changes to request through the proper process.
- Agree who will answer questions and when the new team takes over each current task.