Transfer a role without transferring months of confusion.
Fill in the sections below, then hit Build. You will get a clean, numbered handoff document you can copy, download, or save as a PDF. Nothing is stored anywhere: your entries live in this page until you close it, so download a copy when you are done.
Two quick things to set the frame.
What this role exists to do, who it reports to, what success looks like, and what is not its job.
A one-line overview, then any brands or entities this role touches.
Active addresses first, then any legacy ones kept for records.
Who they are, how to reach them, and what each one decides or owns.
Accountant, lawyer, IT, key vendors.
Each tool and what it is for. Note where access lives, never the password.
How this team actually talks.
The knowledge that usually walks out the door with the last person.
When the next person cannot find something, where do they look, and in what order?
The rhythm of the role.
Dated commitments already on the horizon.
Each repeatable procedure, with its purpose and the steps or a link to the full version.
How incoming work gets sorted, routed, and escalated.
Everything mid-stream right now. The stuff a manual never captures.
What to do first, second, and third.
The "when this happens, do this" playbook.
The things you only know to ask because you have done the role.
Who keeps this document true, and how often.
Links to templates, brand assets, training videos, anything the sections above point to.
The Role Handoff System · UnOffice