CareerGateway
Running the Family Business Better Than It Was Run

Module 8 of 8

The handover document

Written for a reader who is not you.

The point of the handover is that the change survives you. If it only works while you are standing there, you have not improved the business, you have temporarily become part of it — and the moment you go back to college or take a job, everything returns to how it was and the next person to propose anything inherits a failure.

So write it for a specific reader who is not you: the person who will actually operate this, at their level of comfort, in the language the business uses rather than the language you learned. Four sections and no more. What changed and why, in a paragraph. How to do it, step by step, at a level of detail that assumes nothing. What to watch — the number, who checks it, how often. And what to do if it stops working, including the sentence most handovers leave out: how to put it back the way it was.

Then test it the only way that means anything. Give it to that person and have them do the thing from the document while you watch and say nothing, however uncomfortable that is. Every place they hesitate is a place the document is wrong. Fix those, and keep it to two pages — a handover nobody reads is the same as no handover, and length is the most common reason.

Takeaway

Two pages, four sections, written in the language the business uses, and tested by watching somebody follow it while you stay silent.

That is the last module. What you hand in is An operations diagnosis of a real business, with one change made and measured — the rubric it is marked against is on the course page.