Handing Off to Another SE
📝 Context
You're rolling off and someone else is taking over. Set them up for success.
🎯 Handoff Document Template
[Customer Name] Handoff
Engagement Overview
- Start date:
- Current status:
- Key stakeholders:
What's Been Done
- [List of completed work]
What's In Progress
- [Current state]
Open Issues / Risks
- [Known problems]
Key Contacts
- Customer: [Name, role, contact]
- Internal: [Sales rep, etc.]
Important Context
- [Politics, preferences, things not in the docs]
Where to Find Things
- Docs: [Link]
- Code/configs: [Link]
- Slack channel: [Link]
- CRM record: [Link]
💡 Schedule a 30-minute call to walk through it. Don't just throw the doc over the wall.