Do you have work template in Karbon with tasks for team members when one colleague needs to handover work to another colleague?
It’d be great to hear best practice ideas!
Best answer by Terri Warren
View originalDo you have work template in Karbon with tasks for team members when one colleague needs to handover work to another colleague?
It’d be great to hear best practice ideas!
Best answer by Terri Warren
View originalWe have an internal client transition work item that is owned by the team member that is releasing the client until the confirmations and review is ready for the new project manager.
The tasks involved are broken out into sections.
Getting started: define new role assignment, assign new accountant and develop timeline, notify new accountant.
Inform stakeholders: tasks for operations, HR, support team, socialize to team, inform client.
Prepare for transition - Existing accountant: review Karbon work, ensure all is updated and customized to the client. This is not the time to reassign the work. There is a task in this section to communicate with the vertical leader (manager) to review and confirm the work is ready for transition.
Review & Begin transitions: This is assigned to new accountant to schedule and review with the existing accountant. Meet with any other team members working on the client to learn what is being done.
Finalize:
Task assigned to existing accountant to transfer all work/tasks/repeating cycles to new accountant. (we insert a document providing detailed instructions on how to do this in a clean manner).
Task assigned to new accountant to review new assignments, plan for the work, and meet with the client.
Task assigned to existing accountant to request the client remove them from any client level accesses.
Thank you - currently we have a work handover template that involves the following tasks:
Sometimes it could be a whole team changing, but often it’s just one person (e.g. only the junior bookkeeper) so the work item has a bit of flexibility built in.
Hi
Question: when you are doing this do you go remove the ‘old’ team member from the work team? I try to for reporting purposes but it is tedious. Any magic work arounds?
Question: when you are doing this do you go remove the ‘old’ team member from the work team? I try to for reporting purposes but it is tedious. Any magic work arounds?
Hi
Question: when you are doing this do you go remove the ‘old’ team member from the work team? I try to for reporting purposes but it is tedious. Any magic work arounds?
sometimes I do, sometimes I forget - perhaps should be set up as a separate task 😄
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