What should be passed on first, to whom, and how can the backup’s readiness be checked?
The manager · 01 / 04
The departure is approaching. Case lists are not enough.
- The departure is approaching. Case lists are not enough. Identify the activities that must continue after the departure.
- Some decisions depend on one person. Exceptions, useful contacts and decision criteria matter as much as procedures.
- With OWI, handover dependencies become clearer. Prioritize critical knowledge that is not widely shared. Match each activity to a possible backup.
- Test the handover before the departure. Have the backup handle a case and note where help is still needed.
- Key person : Departure to prepare
- Critical activities : What must continue
- Tacit knowledge : Exceptions and contacts
- Handover : Transfer through practice
- Backup : Readiness to check
The decision ahead
What needs to be passed on before departure?
OWI identifies what depends on one person: expertise, contacts or judgment. The handover specifies what the successor needs to be able to do.
Discuss the decisions made on a difficult case. Give the backup another case and add the missing decision criteria.
Continuity mainly depends on a relationship or access.
Introduce the backup to the contacts and arrange approved access. Check that a request can succeed without the departing colleague.
Target benefit