Handover 

Handover Template 25-26.docx  - please download a copy and edit

A handover document records the key information needed to ensure a smooth transition between committees and committee members. It can also be used to share essential knowledge with highly involved non-committee volunteers.

Both outgoing and incoming committee members share responsibility for completing the handover, although specific tasks may be delegated as appropriate.

Handover Starter Kit: The Basics 

When preparing your handover, consider including:

Past information: Important records and resources from previous years, such as risk assessment templates for annual or flagship events.

Current information: Details of services, facilities, and practices currently in use, for example preferred rooms for regular activities or successful membership recruitment initiatives.

Future plans: Goals, projects, and upcoming events that the new committee should continue, including any relevant templates or planning documents.

Some positions may require role-specific handovers. Use this guidance as a foundation and provide additional information where necessary.

Your handover should include 

• CSP login details and passwords, including the CSP email account and social media accounts.
• A summary of the duties and responsibilities associated with each committee role.
• Copies of key documents, such as the constitution, annual budget, and risk assessments.
• The current committee structure and membership.
• Details of regular activities, events, key projects, previous risk assessments, and approved suppliers or contacts.
• Current sponsorship agreements, contracts, and records relating to coaches or instructors, ensuring all annually renewed documents are up to date.
• Records of current and past funding applications.
• An inventory of equipment, including quantities and locations.
• Information about storage spaces, including access arrangements (keys, codes, or required Union approval).