FREE WORKBOOK

Someone's about to leave. Don't let their knowledge leave with them.

A free workbook to help you capture everything that matters before their last day, so whoever steps into the role isn't starting from zero.

Get the workbook Free. Just pop in your email and it's yours.

Free Resource

Role Handover Workbook

A structured workbook that walks you through every section of a proper handover before their last day.

The role, in their own words
Daily, weekly, monthly & annual tasks
Key contacts and relationships
Systems, tools, and access
Processes that only exist in their head
Active projects and what can't be left mid-air
A troubleshooting guide for the problems only they know how to fix
Full handover checklist

Fillable PDF · Free to download

THE PROBLEM

The workload is the part everyone plans for. The knowledge isn't.

When someone hands in their notice, most business owners jump straight to covering the workload. Who's picking up the tasks. How fast can you find someone new.

What gets missed almost every time is everything else that walks out the door with them. Four years of client preferences. The shortcuts that make the job actually work. The unwritten rules of how things get done around here. None of that shows up in a two-week handover unless you go looking for it.

Unless you capture it, whoever steps in next spends months rebuilding what the last person already knew.

Here's how it works ›

The part that gets missed Most businesses plan the workload handover. Almost none plan the knowledge handover. The result is a new person spending the first six months rebuilding what already existed - at the cost of clients, relationships, and your time.

WHAT'S INSIDE

Everything you need to capture, in one place

A structured workbook that walks you through it section by section.

Section 1 The role, in their own words Not just the job description. What the role actually involves day to day.

Section 2 Daily, weekly & annual tasks Every recurring responsibility, including what triggers each one.

Section 3 Key contacts & relationships Who they deal with and how to maintain those relationships properly.

Section 4 Systems, tools & access Every platform, login, and credential documented in one place.

Section 5 Processes in their head The unofficial ways things get done, written down properly for the first time.

Section 6 Active projects What's in flight and what can't be left mid-air when they walk out the door.

Section 7 Troubleshooting guide The problems that only they know how to fix, documented before they leave.

Section 8 Full handover checklist So nothing gets missed before their last day.

GET THE WORKBOOK

A free guide to getting through a team transition without losing your mind.

Yours to keep. Work through it with your team member before their last day.

Strictly Savvy We step into roles. Not just tasks. One NZ-based point of contact who owns the role, backed by a full team, at a fixed weekly rate. No recruitment, no KiwiSaver, no long-term contract.

$958 per week

24+ skilled team members

2012 founded