The reality of a good handover

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4 Minute read, Published: June 5, 2026

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The reality of a good handover 

This isn’t an instruction manual on how to do a handover. It’s a reflection of what a good one could look and feel like when it’s done well, and done with care.

Because let’s be honest, there’s always a point where you stop typing and just stare at the screen. You list the meetings, the contacts, the moving parts. You’ve labelled the folders, cleaned the threads and write things down that feel almost too small to matter but you know they do. You left everything tidier than you found it.

And still, it isn’t.

There is a moment in every handover where you realise the documents are only telling half of it.

The rest lives in you.

In the way you instinctively pause before booking over lunch. In how you read tone from a two-line email. In knowing when to push, when to wait, and when to quietly rearrange the day so everything lands softer.

None of that sits neatly in a handover note.

“Leave ten minutes here.”
“Check in before confirming that.”
“They’ll say yes, but they’ll mean no.”

This is the real handover. Not the tasks, but the judgement behind them.

In that space, a few things are worth leaving behind:

  • Build a “week in motion” snapshot. Outline a typical week with real examples of what moves, what never does, and where pressure tends to build.
  • Create a decision cheat sheet. List the recurring calls you make (reschedules, priorities, trade-offs) and the criteria behind them.
  • Document key relationships properly. Not just names and titles, but context. Who needs chasing, who needs soft handling, who prefers what kind of communication.
  • Leave a live “watch list.” Active threads, sensitive emails, decisions in progress and anything that needs a closer eye in the short term.
  • Record preferences in action. Instead of saying “prefers brevity,” include an example of what a good response actually looks like.
  • Share your reset points. When the day goes off track, what do you move first? What can be dropped, delayed, or protected?

 

At the same time, a strong handover holds its weight from a business perspective:

  • Map the next 4–6 weeks in detail. Highlight immovable commitments, dependencies, and anything that could derail timelines if missed.
  • Surface risks and sensitivities clearly. Flag stakeholders, deadlines, or situations where timing, tone, or sequencing really matters.
  • Define ownership in writing. Be explicit about who has authority to decide, approve, or escalate. Especially in your absence.
  • Align on priorities early. Be clear on what matters most if everything cannot be done— what gets protected, and what can flex.
  • Document key decision timelines. When are critical choices expected, and what happens if they slip?
  • Set up a short overlap or check-in rhythm. Even a brief transition window can prevent small gaps from becoming bigger issues.

Because the truth is, no one steps into a role exactly as it was left.

Someone else will come in with a different instinct, a different rhythm. They’ll get some things wrong. They’ll do some things better.

And that’s the point.

A handover isn’t about preserving your way of working in perfect condition. It’s about giving someone a strong enough starting place and the freedom to find their own footing.

So you close the folders. You send the final note. You step back.

And for the first time in a while, you are no longer holding everything in your head.

It’s lighter than you expected. Not empty. Just lighter.

It changes hands but not the care that holds it together.

Purvi Shah

 

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Meet Purvi. Your go-to EA insider.

Over the past decade, Mel and Charlotte from Halcyon have become a kind of professional constant and the kind you do not question because their version of “good people know good people” keeps proving itself true. They work the way I try to live – human, honest, hard-working, and importantly, happy about it. They have been by my side at every pivotal stage of my career from sabbaticals to new roles to maternity leave.