Admin Services Handover

Fully editable with custom branding. Send, print or embed online.
Get template
Get template
star iconstar iconstar iconstar iconstar icon
1020+ Reviews
Bonsai has helped create 1,023,928 documents and counting.

The Admin Services Handover form is a critical tool designed to streamline the transition process for virtual assistants and administrative professionals. This form captures vital completion details and insights from project managers, ensuring that all necessary information is documented and easily accessible for future reference. By utilizing this form, businesses can minimize disruptions during offboarding, enhance communication between team members, and maintain continuity in project execution. The systematic collection of essential data helps in preserving the quality of service, thereby fostering client satisfaction and trust in the administrative support provided.


This form plays a pivotal role in the project lifecycle, particularly during the offboarding phase, when responsibilities are being transferred. It can be easily shared with clients directly, ensuring they are informed of project status and any outstanding tasks. By providing a clear and comprehensive overview of the completed work, the Admin Services Handover form not only enhances transparency but also reinforces professional accountability, establishing a solid foundation for future collaborations.

Frequently asked questions
Why is an admin services handover used?
chevron down icon
An admin services handover is used to document the completion of a project, ensuring that all deliverables are accounted for and that the project is officially closed. It helps in transferring knowledge and responsibilities to the relevant stakeholders.
What should be included in an admin services handover?
chevron down icon
An admin services handover should include fields for the project name, project manager, completion date, a summary of deliverables, a checklist of completed items, a project success rating, lessons learned, final deliverables, and future recommendations.
When to use an admin services handover?
chevron down icon
An admin services handover should be used at the end of a project to formally conclude the work, ensure all tasks are completed, and provide insights for future projects.

Get more template for your business.

Discover 1,000 additional templates to use in your industry.
Contracts
Virtual Assistant Contract Template
Get template
Get template
Proposals
Best Virtual Assistant Proposal (Free & Customizable)
Get template
Get template

Need other templates?

Discover other templates in the same category.
Forms
Project Intake Form
Get template
Get template
Forms
Client Feedback Form
Get template
Get template
Forms
Tax intake form
Get template
Get template
Forms
Recruiter intake form
Get template
Get template
Forms
Free Portfolio Contact Page
Get template
Get template
Forms
Life Coach Assessment Forms
Get template
Get template
Forms
Life Coach Intake Form
Get template
Get template
Forms
Interior Design Client Intake Form
Get template
Get template
Signup to access additional templates.
Additional templates are only available within Bonsai.
Signup
Signup