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.
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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
