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Shift handover template

Five lines, two minutes, written at the end of every shift that hands over to another.

A shift handover note should take about two minutes to write and one to read. It needs four things: what happened that the next shift must know, what is still open and who owns it, anything a customer is waiting on, and anything unusual about tomorrow. Everything else is optional and most of it makes the note less likely to be written.

When to use it

Use it at the end of any shift where somebody else picks up the work. If nobody picks up after you, you do not need a handover, you need a note to yourself, which is a different and shorter thing.

The value is asymmetric and easy to underestimate. Writing it costs two minutes every time. Not writing it costs twenty minutes once, on a day nobody can reconstruct what happened, and that cost lands on somebody who was not there.

The template

Copy this into whatever your team already reads. It works as a message, a pinned note or a form.

SHIFT HANDOVER
Date / shift:
Written by:

1. WHAT HAPPENED
   Anything the next shift would be surprised by.
   (If nothing: write "nothing unusual" rather than leaving it blank.)

2. STILL OPEN
   - [what] - [who owns it] - [by when]
   - [what] - [who owns it] - [by when]

3. CUSTOMER WAITING
   Order # / who / what we promised / by when.

4. HEADS UP FOR NEXT SHIFT
   Deliveries expected, staff short, anything scheduled.

How to adapt it

  • Add a line for your own recurring failure. If your store keeps dropping the same thing, that thing earns a line.
  • Cut section 4 if your shifts are identical day to day.
  • Keep the explicit "nothing unusual". A blank section is ambiguous between nothing happened and nobody filled it in, and the reader cannot tell which.
  • Do not add a free-text summary field. It is the field that turns two minutes into ten, and it is where the note starts getting skipped.

Why it is this short

The commonest reason handovers stop happening is that the template was designed by somebody who was not tired. At the end of a difficult shift, a form with nine fields is a form you fill in badly or not at all.

If your team keeps missing handovers, shorten the template before assuming a discipline problem. And check that the incoming shift actually reads them, because people stop performing rituals nobody consumes.

Common questions

What should a shift handover include?

Four things: what happened that the next shift would be surprised by, what is still open with an owner and a date, anything a customer is waiting on, and anything unusual about the coming shift.

How long should a handover note take?

About two minutes to write and one to read. Longer than that and it gets skipped on exactly the difficult evenings when it matters most.

What if there is nothing to hand over?

Write that explicitly. A blank note is ambiguous between nothing happened and nobody wrote it, and the person reading cannot tell which.

Where should handover notes live?

Wherever the incoming shift already looks. A note in a system people have to remember to open is a note that gets read inconsistently.

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