Use these checklists to prepare a handover, define a staffing gap or assess your next role. Read the guidance here and download the editable text versions when you need a working copy.
Prepare a portfolio handover
Record upcoming deadlines, scheme context, unfinished work, decision owners and access arrangements. A short, current action register is more useful than a large folder with no explanation of what needs doing next.
Read the strata handover guide · Download the handover checklist
Brief a staffing requirement
Set out the reason for cover, start date, duration, working pattern, tasks and systems. Separate the requirements that are essential from those where there is room to discuss alternatives.
Read the staffing brief guide · Download the staffing brief template
Compare your next strata role
Put the portfolio, hours, meeting commitments, support and remuneration beside one another before deciding. Note what is confirmed and what you still need to ask.
Read the candidate interview guide · Download the role comparison checklist
Review portfolio capacity
Look at recurring work, exceptional projects, upcoming leave and vacancies. Record who owns each task and where additional support could make a practical difference.
Read the workload guide · Download the capacity review worksheet
Use the working copies safely
The downloads are plain text, so you can edit them in your preferred document application. Keep completed copies in your approved systems. Do not include passwords, bank details or unnecessary personal information in a staffing enquiry.
You do not need to complete a template before contacting us. Tell us what support your business needs or register your interest in strata work.