Write a Complete Staff Handover Document
Use this as the second pass after answering the gap-filling questions identified in Pass 1. Run this in the same conversation thread to produce the complete, structured handover document with flagged missing items.
The Prompt
Now that we've filled the gaps, write a complete staff handover document using all the information provided. Structure it with these seven sections as headers: Role Overview, Active Projects and Status, Key Contacts and Relationships, Recurring Tasks and Deadlines, Tools and Access, Known Risks and Issues, 30-Day Priorities for the Incoming Person. Under Key Contacts and Relationships, include not just names and roles but any context about communication preferences, sensitivities, or history that matters. Write in plain, direct sentences — this document is for a real person taking over a real role, not a template. Where information is still missing, mark it with [TO CONFIRM] rather than leaving it blank or inventing something.
From the guide
How to use AI to build a simple project handover document so work doesn't stall when a staff member leaves or goes on leave →Related Prompts
Revise a Scope of Work After Filling In Gaps
Use this as a follow-up prompt in the same conversation after reviewing the ambiguities list the AI returned in the first pass. Paste in your answers to each flagged gap before finalizing the SOW draft.
Draft a Client Scope of Work from a Raw Brief
Use this prompt at the start of a new client project to generate a full scope of work document from a raw client email or brief. Paste it into Claude or ChatGPT after collecting your client inputs, verbal notes, and standard terms.
Extract Action Items from Recurring Team Meeting Transcripts
Use this enhanced version of the extraction prompt for recurring meetings like weekly standups or client check-ins. The added context line prevents completed tasks from last week from being re-listed as new assignments, and the extra rule biases uncertain decisions toward Unresolved Items.
Extract Action Items and Decisions from Meeting Transcript
Use this prompt after exporting a speaker-labeled transcript from Zoom, Fathom, or any meeting recording tool. Paste this prompt at the top of a new chat, then paste the full transcript immediately below it to extract structured action items, decisions, and unresolved items.