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Executive Handover Playbook

Executive Handover Playbook

The Executive Handover Playbook: Checklists for a Best Practice Transition is a guide to creating a formal process when handing over a managerial role from one executive to another. This playbook includes a set of comprehensive checklists to ensure a flawless transfer.

Request the Umbrex Executive Handover Playbook

The playbook includes 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