PROGRESS PULSE — OPERATIONAL HANDOVER CHECKLIST
A practical starting point for volunteer-led nonprofits.
Adapt to your bylaws, policies and organizational needs.

BEFORE A TRANSITION
[ ] Confirm incoming and outgoing role holders and transition dates.
[ ] Create a current list of active projects, deadlines, owners and next steps.
[ ] Record outstanding board decisions and the context behind them.
[ ] Review grant agreements, reporting deadlines and eligible spending conditions.
[ ] Confirm budget status, commitments, invoices and vendor contacts.
[ ] Update facility maintenance schedules and asset records.
[ ] List organization-owned accounts and their authorized administrators.
[ ] Transfer access through each system’s secure account processes; do not list passwords in this checklist.
[ ] Gather process guides, policies, templates and key contact details.

DURING HANDOVER
[ ] Hold a structured meeting with incoming and outgoing role holders.
[ ] Walk through the shared filing system, project register and reporting calendar.
[ ] Clarify decisions that need board approval versus delegated operational work.
[ ] Document risks, unresolved issues and escalation contacts.
[ ] Verify appropriate access and remove obsolete access through authorized processes.

AFTER HANDOVER
[ ] Confirm the first set of priorities and responsible owners.
[ ] Schedule a follow-up review to catch missing information.
[ ] Keep the records updated as work progresses.

Need help organizing the operational handover?
progresspulseinc@gmail.com | (204) 881-8887
Progress Pulse Inc. | Winnipeg, Manitoba