When to use it
At the end of every shift, by the outgoing shift lead, together with the incoming lead.
The checklist
Open work
List every unfinished task.
Assign each one to a person on the next shift.
Confirm the deadline for each one.
Risks and issues
Equipment faults or breakdowns.
Safety issues or near misses.
Customer or client complaints.
Updates
Deliveries expected or missed.
Changes to the plan or staffing.
Visitors, contractors or inspections.
Sign-off
Photos of anything unusual attached.
Incoming lead has read and accepted the handover.
Use this template in Please Do It
Create a recurring task for the end of each shift, add these steps as a checklist, and ask for a photo when it’s done. The owner gets it automatically every time, and you see it’s finished without asking.
Frequently asked questions
What should a shift handover include?
Open work with new owners, risks and issues, updates for the next shift, and a confirmation that the handover was received.