How to use the Role handover template

Start a board from it
Use this template opens a new Freero board with the Role handover template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Role handover”.
Follow the instruction on the board
“The person leaving fills it, the person arriving asks questions on it. Walk through the risky items together, not just by reading.”
Fill in each part
- Responsibilities What this role owns, weekly and monthly.
- Open work In progress, with status and next step.
- Key relationships People to know and how to work with them.
- Where things live Files, logins, tools.
- Risks What could go wrong in the first month.
- Questions The new person’s questions and answers.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Role handover board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Exit interview
Learn from people who leave: why they’re going, what worked, what didn’t, and what would have made them stay.
Offboarding checklist
Everything to do when someone leaves, from the day they resign to after their last day: access, equipment, pay, handover and goodbye.
Volunteer onboarding
Take a new volunteer from signing up to their first shifts without losing them to slow replies, checks or a confusing first day.
Policy rollout
Introduce a new or changed workplace policy in stages: draft, consult, approve, announce, train and check that it works in practice.
Skills matrix
Who knows what on the team, at which level, so you can spot single points of failure and plan cross-training.
Role definition
One role on a page: why it exists, the outcomes it owns, the decisions it makes and where it stops.