Notes / Calendars / 4 min read

Hand a calendar to a new manager

WhizSuite · 2026-10-10

If the new manager has to interview you to learn the month, you did not hand anything over.

The next month, annotated

Walk the rows that are not locked. For each one: who approves, what is missing, and what must not be said. Locked rows need less talk. They need a warning if touching them would break the yes.

Point at the files, not at a recap deck. The deck will be outdated by Friday.

Rules on one page

Approver name, round count, silence rule, networks in scope, and topics that are off limits. One page. If it is a wiki of twelve links, the new person will ask you anyway.

Include the client's actual working hours and the zone. Handovers forget time and then miss a cutoff in week one.

Access before the goodbye

Portal, ad accounts if those are in scope, asset folders, and the inbox. Access that arrives after the first fire drill is late. Remove your own access when you are truly off the account, so old logins do not keep acting.

Introduce the new manager in the client channel yourself. A surprise name asking for a yes feels like a phishing attempt.

A week of overlap if you can

One shared week beats a heroic document. Let them run the meeting while you listen. Correct the calendar, not their personality.

Then stop answering the client. A handover that never ends teaches the client to skip the new owner.

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