Handover Kit
Business handover templates and checklists. Free.
An Excel workbook (9 sheets, with a filled example) and a 16-page PDF guide for keeping work running through resignations, transfers, leave and succession. Built on Japanese government surveys, guidelines and case law, plus proven knowledge-transfer methods. The files are in Japanese. Fill in a short form to download.
What you get
Excel
Templates (9 sheets, filled example)
Emergency card, task inventory, task cards, annual calendar, account ledger, schedule and completion log, role checklists, example sheets. Priority is computed automatically. Works in Google Sheets. 56KB.
How-to guide (16 pages)
Public data, what the law does and does not allow, prioritization, how to write procedures, 20 questions that elicit judgment rules, what not to write, how to confirm the successor can work alone, situation-specific pitfalls. 30 references. 2.1MB.
10 chapters, a filled example and a reference list. Japanese text.
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WhyWhy we made it
Existing free templates stop at “handed over.”
We compared about 20 handover templates distributed in Japan. Almost all had the same six fields (task, steps, contacts, file location, notes, frequency), blank and without examples. Yet what successors most wanted was “the criteria for judgment in irregular situations.” Japan's Ministry of Health, Labour and Welfare finds that 44.2% of establishments report skills-transfer problems, while only 22.0% document the know-how of staff about to retire.
| Item | Typical free template | This kit |
|---|---|---|
| Judgment rules and exceptions | Almost never | Required fields on the task card, plus 20 interview questions in the guide to elicit them |
| Incident history | None | When, what happened, how it was handled, what was changed |
| Annual and irregular tasks | Mostly daily to monthly only | Annual calendar, plus trigger and last-output fields on the task card |
| One person, many tasks | Often one detail block only | Two layers: inventory plus one sheet per task, copied as needed |
| Prioritization | None | Impact × replacement score; 20 or more means the successor must perform alone before the handover ends |
| Definition of done | A stamp field (handed over) | Four stages (watched → together → alone with check → alone) and 30/60/90-day reviews |
| Accounts and keys | Some include a login-details field | Only where IDs are kept and the deactivation record. No passwords |
| Filled example | Usually blank | Included |
| Guidance for the successor | Written for the predecessor only | Separate checklists for manager, predecessor and successor |
InsideWhat is inside
Nine sheets, from inventory to “done alone.”
0 Start here
How to use in 3 steps, symbols, terms of use
1 Emergency card
The minimum a company needs if the owner or the accounting person is suddenly absent. Records where credentials are kept, never the credentials themselves
2 Task inventory
Every task with its frequency, owner and backup. Priority is computed automatically from impact × replacement; completion stage ①–④ is recorded
3 Task card
One sheet per task: steps with key points and reasons, completion state, exceptions, judgment rules, incident history, timing of annual tasks, where the last output is, contacts, file locations
4 Annual calendar
A 12-month view (April start) with statutory deadlines so once-a-year tasks are not missed
5 Account and key ledger
System IDs, keys, cards and seals: where they are, and the planned and confirmed dates of deactivation and return. No passwords
6 Schedule and completion log
Handover plan (predecessor, successor, manager, last day, question period) and the four-stage record per task with 30/60/90-day checks
7 Role checklists
What the manager, the predecessor and the successor each confirm (8–9 items each)
Example sheets (3)
A filled example for a person who handles both accounting and general affairs
How to useHow to use
Design the handover in three steps.
- STEP 01
List every task
Write every task into the inventory, including the ones that happen only a few times a year. Those are the ones most often missed.
- STEP 02
Set priorities
Score each task for impact if it stops (A, 1–5) and for who else can do it (B, 1–5). Tasks scoring 20 or more must reach the stage where the successor performs alone before the predecessor leaves.
- STEP 03
Write task cards and verify
Starting with the highest priority, write a task card with steps, judgment rules, exceptions and incident history. Record the date when the successor completed the task alone.
TermsTerms of use
For your company, and for your clients.
- Free. Enter your company, name and email to download.
- Internal use and distribution, adaptation and commercial use are allowed.
- Professionals (labor attorneys, tax accountants, consultants) may distribute the kit to clients and add their firm name in the footer.
- Keep the attribution “Source: Business Handover Kit (Enbito Inc.) enbito.co.jp/resources/handover-kit” when redistributing.
- Please do not sell the kit itself.
- Legal and program details are as of the publication date. Confirm important decisions with a qualified professional.
FAQ
Questions about the kit
Does it cost anything?
No. Enter your company, name and email, and the download buttons appear immediately.
Will you contact me afterwards?
We send one email with the download link. We do not call. Only if you tick the newsletter box do we send occasional emails (1–2 per month, unsubscribe anytime).
Are the files available in English?
Not yet. The workbook and guide are in Japanese, because they are built for staff at small and mid-sized companies in Japan. This page describes the contents in English, and we are happy to walk international partners through the material.
Can we distribute or adapt them?
Yes. Internal use and distribution, adaptation and commercial use are allowed. Labor and social security attorneys, tax accountants and consultants may distribute the kit to clients. Keep the attribution line when redistributing and do not sell the kit itself.
Do they work in Google Sheets?
Yes. Import the Excel file and the automatic priority score and input rules carry over.
Is the legal and statistical content current?
Figures and programs were checked against official Japanese sources (MHLW, SME Agency, METI, IPA) as of 12 October 2026, with a 30-item reference list at the end of the guide. Confirm important decisions with a qualified professional.
NextBeyond the template
When a template is not enough, we work alongside you.
Consult
Free 30-minute call
Which tasks to document first, how to name a second person, how to run the handover with a Japanese partner.
Guide
Business Handover in Japanese SMEs
The English guide article: situations, a seven-step method, what a handover document should contain, with sources.
ReadProduct
En SCAN
AI interviews each employee to build a task inventory, and turns a veteran's know-how into cards delivered in each worker's language.
See the productContact
Tell us about your business. We will suggest a realistic first step.
Not sure where AI fits yet? That is the best time to talk. We will help you sort out priorities, whether you are a regional Japanese company or an international partner.