Staff Handover Planning
Document daily tasks, decision authority, and emergency contacts so a substitute can run your shop for days or weeks without calling you constantly.
Overview
When the person who knows everything is away — for illness, family obligations, or a planned holiday — the substitute needs more than good intentions. This engagement produces role-specific handover sheets and a decision tree your team can follow independently.
Deliverables
- Task checklists for opening, midday operations, and closing
- Decision authority chart (what requires owner approval vs. staff discretion)
- Emergency contact list with escalation order
- One practice run with your designated substitute during a live shift
Ideal For
Family-run stores, small restaurants, and repair shops with two to six employees where knowledge lives primarily in one or two people’s heads.
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Tell us about your operation and we will confirm availability within two business days.
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