Workflow Handover Survey Form
Use this form to document a workflow transition, assess handover completeness, capture risks, and identify follow-up needs.
Handover Details
Workflow/Project Name
*
Current Owner/Handler Name
*
Handover Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Handover Type
*
Partial Handover
Full Handover
Temporary Backup
Final Transition
Transition Status
Overall handover completeness
*
Incomplete
1
2
3
4
5
6
7
8
9
Complete
10
1 is Incomplete, 10 is Complete
Understanding of post-handover responsibilities
*
Very clear
Clear
Neutral
Unclear
Very unclear
Workflow component transfer status
*
Rows
Transferred
Pending
Blocked
Documentation
1
2
3
Access / permissions
4
5
6
Key contacts
7
8
9
Open tasks
10
11
12
Tools / systems
13
14
15
Risks, Support, and Follow-up
Blockers or Risks
Support Needed from Outgoing Team
Clarification on process
Documentation updates
Knowledge transfer session
Access to shared resources
Issue escalation support
Other
Suggested Follow-up Date/Time
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Hour Minutes
AM
PM
AM/PM Option
Additional Comments or Recommendations
Submit
Should be Empty: