On-call handover

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• Service or team

  For example: Payments platform

• Handing over

  For example: Sam Okafor

• Taking over

  For example: Hamza Idrissi

• Handover date and time

  For example: Monday 14 January 2030, 09:00 UTC

• Period this note covers

  For example: 7 to 14 January

• Open incidents

  Write none if there are none. One row for each incident.

  For example: INC-2041 | Slow card checks in the evening | Mitigated, cause not found | Next step: trace on Tuesday 18:00

• Incidents closed this week (optional)optional

  One row for each incident.

  For example: INC-2037 | Email provider timeout | Fixed by a longer retry | Follow-up ticket DEV-512

• Recent and upcoming changes

  One row for each change.

  For example: Wed | Database upgrade to the new minor version, watch query times Thu | Rollout of new fraud rules at 10 percent Sat 02:00 | Planned maintenance on the queue

• Alerts that are noisy or can be ignored (optional)optional

  For example: Disk warning on batch-3 fires at night during backups. It clears by itself within 20 minutes.

• What to watch

  For example: Checkout error rate (normal under 0.3 percent) Queue delay (normal under 5 seconds) Partner API status page, they have had two short outages

• Follow-ups left for you (optional)optional

  For example: Check the trace for INC-2041 after the evening peak. Confirm the backup alert fix is merged.

• Who to call

  One row for each contact.

  For example: Database help | Anna Berg, +44 7700 900123 Partner contact | Maria Costa Escalation | Engineering manager on call

• Useful links (optional)optional

  For example: Dashboards, runbooks and the incident channel.

1. 11. Open incidents
2. 22. Incidents closed this period
3. 33. Changes
4. 44. Alerts
5. 55. What to watch
6. 66. Follow-ups
7. 77. Contacts
8. 88. Useful links
9. 9Confirmation

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What details does this template ask for?

The form asks for 13 details, starting with Service or team, Handing over, Taking over, Handover date and time, Period this note covers. 4 more are optional.

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Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

Does a security policy make us secure?

No document does that alone. A policy helps when it matches what people really do, so keep it short, explain it to your team and review it every year.

Is a project charter only for large projects?

No. A small project benefits too, because one page that names the goal, the limits and the decision maker prevents most arguments later.

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