Data Analyst Handover Information Form
Complete this form to provide all essential information for a smooth transition of data analytics responsibilities.
Project or Role Name
*
Brief Project/Role Overview
*
Primary Datasets Involved (include locations or links)
*
Analytics Tools and Platforms Used
*
Excel / Google Sheets
SQL Databases
Python (e.g., pandas, NumPy)
R
Power BI
Tableau
Looker
Other
Access Handover (list systems, folders, and current access status)
*
Recurring Reports or Analyses
*
Weekly Performance Report
Monthly KPI Dashboard
Ad Hoc Data Requests
Executive Summary
No Recurring Reports
Other
Key Metrics and KPIs Tracked
*
Dependencies (teams, systems, or data sources relied upon)
*
Known Risks or Issues
Recommended Next Steps for Successor
*
Submit Handover
Should be Empty: