A comprehensive set of checklists for handing over a managerial role from one executive to another
The Umbrex Executive Handover Playbook is a guide to creating a formal process when transitioning executives. The playbook includes a set of comprehensive best-practice checklists to ensure a flawless transition.
The checklists are organized into categories including organization, finance and legal, product, operations and supply chain, marketing and sales, and technology/data.
This resource will be made available in both PDF and e-pub versions.
In this playbook you'll find detailed checklists for:
ORGANIZATION
- Direct Reports
- Goals & Objectives
- Stakeholders
- Human Resources
- Training & Development
- Talent Acquisition
- Meetings & Events
- Culture & Engagement
FINANCE & LEGAL
- Financial
- Assets
- Corporate Policies & Procedures
- Legal
- Risk & Compliance
- Real Estate Management
PRODUCT
- Research & Development
- Product Management
OPERATIONS & SUPPLY CHAIN
- Project Management
- Processes
- Vendor Management
- Inventory Management
- Distribution & Logistics
- Contracts
- Joint Ventures & Partnerships
- Safety & Health
MARKETING & SALES
- Market Research
- Marketing
- Pricing
- Sales
- Customers
- Sales Operations
TECHNOLOGY & DATA
- Information Technology
- Data Management
- Reports
- Technology