When someone calls in sick, most SME owners feel the shockwave immediately. Deadlines slip, clients wait, and the rest of the team scrambles to pick up the pieces. One missing person should not bring business to a halt.
This week’s action step: Create a One-Page Handover Plan.
Goal for this week
Your team can cover gaps without stress. Work keeps moving, even if someone is out tomorrow.
What to include in each handover plan
An up-to-date to-do list, shareable and visible for at least one other team member
A list of tools and systems used, with access secured for the team
An up-to-date contact list, shareable and properly organized
Key deadlines and important information for the next week
How to set it up in one hour
Ask each team member to create a one-page Word document titled “Handover Plan – [Name]”.
Use a simple structure: To-do list, Tools and Access, Contacts, Key Deadlines.
Save each document in a shared folder that the whole team can access.
Make sure contact details and shared to-do lists stay up-to-date at all times.
Use a simple form or checklist to make updates structured and easy.
Your action for today
Book one hour for next week to create a handover plan structure for you and your team.
Space To Focus is here to give you back your time so you can lead, grow, and enjoy your business. Share your wins and challenges with me, and I will be with you each step toward making your business future and exit ready.
To your success,
Jennifer
Structure That Gives You Space to Focus
PS: Do you want to make the most out of this Action Step? I am inviting you to a free Discovery Call. Click here to book your best time.