Role Handoff Doc Builder

Difficulty: Intermediate | Time to implement: 30 min | Saves you: ~3 hrs/week Tools: ChatGPT / Claude

Someone is leaving a role — resigning, retiring, moving to another team, or going out on leave for three months — and the two weeks you have are already half spent. An offboarding checklist will get their laptop back and their accounts closed. It will not tell the next person that the biggest client only responds to text messages, that the Thursday report is manually corrected before it goes out, or that there is a half-finished renegotiation with a supplier that expires in April. This template builds the document that carries the job itself: what is in flight and its true state, who the relationships are with and how they work, the recurring obligations that live in one person's calendar, and the landmines. It also produces a structured interview to pull all of that out of someone who is already half out the door.