Committee handover: transfer knowledge with responsibility
A practical process that reduces reliance on one volunteer’s memory.
Updated on
List balances, commitments, suppliers, inspection dates and open faults. Mark verified information and unresolved questions. Residents’ personal statements are not documents for unrestricted distribution, even during a handover.
Arrange overlap and file each document by system or subject. Transfer access to authorised new members and remove access no longer needed. Bank-signatory changes are a separate procedure under the bank’s requirements.
Confirm delivered items and remaining gaps in an itemised record. Assign each gap an owner and completion date. A handover button can organise the process but does not replace decisions, approvals or external access changes.
Checklist
- List balances, documents and tasks
- Transfer roles rather than passwords
- Assign owners to remaining gaps