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Handover Note - April 2016

This handover note provides information for a new employee taking over operations. Key items that need attention are managing all company operations, sending daily update emails to supervisors, and reading important documents on project planning, administration, and taxes. The status of current projects for corporate clients, students, and internal projects is also detailed. Contact information is provided at the end.

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Ona Offiaeli
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157 views3 pages

Handover Note - April 2016

This handover note provides information for a new employee taking over operations. Key items that need attention are managing all company operations, sending daily update emails to supervisors, and reading important documents on project planning, administration, and taxes. The status of current projects for corporate clients, students, and internal projects is also detailed. Contact information is provided at the end.

Uploaded by

Ona Offiaeli
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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HANDOVER NOTE

NOTE TO NEW EMPLOYEE: The items in bolded red font need to be attended to
Name:
Job Title:
Date of Handover Note:
Duration of Assignment:
I.

Managed all the operations of the Company. Including but not limited to the following:
o
II.

BRIEF DESCRIPTION OF DUTIES

SUPERVISOR AND REPORTING PROCEDURES

Direct Supervisor (Company Advisor):


Managing Director:
An update email stating- Update (Date) as the subject should be sent daily to the
Companys advisor. The email should be organized as follows:
o Please find below the updates for today
o Projects: Itemize all projects and their corresponding updates For example:
Tickets for PH trip have been bought. Find attached flight ticket
o Administration: This usually includes updates on journal entries, taxes, etc
o Others: Any other update that does not particularly fall under the above.
III.

KEY DOCUMENTS/REFERENCE MATERIAL TO READ

1. Planning Projects- This will teach you how to effectively plan a project from start to
finish. In your case, it will be for trainings and huge client projects.
2. Administrative folders: These can be found in the last draw of the grey filing cabinet. The
folders contain all the information needed
3. FIRS Guide booklet (white cabinet, where the clock is)- This booklet breaks down all the
types of taxes paid VAT, WHT, etc
4. CGSP Trainers guide- CGSP is one of the popular certification courses, it is imperative
that you go through the trainers guide to better understand the training in case the need
arises.
IV.

STATUS OF PROJECTS

Phone numbers and email addresses of contacts are on the Samsung phone or Projects
Pipeline on Drop Box.
1

1. Corporate Clients
Project

Status

Action needed

Comments

2. Students/individual clients
Student

Course

Action needed

Exam status

a)
3. Ongoing Internal Projects
Name

Status

Action Needed
a)
a) In
b)

Contact

Where to find files (hardcopy and electronic):


My Contact Information

Phone:

E-mail:

Signature and Date

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