Learning outcomes
- Understand key handover steps and timelines
- Create a compact handover pack for the incoming coordinator
- Negotiate overlap and ensure continuity of supports
Handover pack contents (one-page)
Include: participant details, priority goals, current supports & providers, most relevant reports (top 3), recent outcomes, immediate safety notes, agreed tasks and contact list.
Overlap & practical steps
- Agree an overlap period (one or two short handover meetings if possible).
- Ensure all passwords, logins and permissions for portals are transferred securely.
- Get a written handover note that records outstanding tasks and deadlines.
Activity — Draft a one-page handover
Use the handover pack template above and prepare a one-page handover for a hypothetical coordinator change — focus on what matters in the first 7 days.
