Start with the intended outcome
Describe what completion means, who currently owns the work and what the next person needs to do. Separate confirmed information from questions still awaiting an answer.
Keep five essentials together
Purpose • Current status • References accessible to the intended recipient • Next action and owner • Confirmed deadline. Keep internal information in systems approved by your organisation.
Ask the recipient to explain the next step
Ask: if you started tomorrow, what would you do first? If the answer differs from your intention, revise the handover before considering it complete.
