Volunteer Handoff Kit

When a volunteer steps back, most of what they know goes with them. Not because they were secretive — because nobody ever asked.

The Volunteer Handoff Kit is a practical system for capturing what a departing volunteer knows before that knowledge disappears.

What is inside (7 templates + leader instructions):

• Template 1: Handoff Checklist — phase-by-phase tracker for the full transition
• Template 2: Role Notes — a practical record of what this volunteer did and how
• Template 3: What I Actually Do — for the departing volunteer to complete
• Template 4: Replacement Prep — clarify what the role needs before recruiting
• Template 5: Transition Conversation Script — a guided structure for the handoff conversation
• Template 6: Ministry Knowledge Capture — institutional memory and unwritten rules
• Template 7: Volunteer Handoff Summary — the one-page packet for the incoming volunteer

Best for: Ministry leaders managing an active volunteer transition.

Questions or file access issues? Email contact@hiddensystems.co