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Free template · Every day at every store

Shift Handover Checklist Template

Ten minutes between two shift leads decides whether problems carry over or get dealt with.

Who and whenOutgoing and incoming shift leads, together, at each change
Serves the goalNothing gets lost between shifts
Counts towardCustomer service
Run this in RakuOps
9 checksTap a check to tick it off

1Cash and stock

  • Till balance at handoverCount · $
  • Deliveries due this shift, and who receives them
  • Low stock and what has been ordered

2Issues

  • Every equipment fault has a fix raised
  • Customer complaints or promises passed on, with names
  • Open issues the next shift must follow upNotes

3People

  • Who is on shift, and breaks planned

4Sign off

  • Incoming lead has walked the floor and accepts the store
  • Incoming shift leadSignature

In RakuOps, a check answered No, a reading outside its limits, or a photo that does not match your best store's opens a fix for that store, with an owner and a due date.

Why chains run this check

A fault reported in the morning and forgotten by the afternoon, or a customer promised a call-back that nobody makes, is how a good store has a bad day.

A written handover with a sign-off moves responsibility from one person to the next on purpose. The incoming lead walks the floor before accepting it, so they own what they take on.

How it runs at every store

  1. One standard. Send this checklist to every store, on a schedule, to whoever is on shift.
  2. Evidence back. Photos, readings and answers come back from the phone, timestamped and named.
  3. Problems become fixes. Anything that fails opens a fix for that store, due in hours, not at the next visit.
  4. Best against worst. The scorecard ranks your stores on it and shows which check the worst store misses.

Run it at one store tomorrow morning

Free for one store, with unlimited users and no card. The checklist arrives ready to run, exactly as it is on this page, and you can change any check.

Run this template free
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Frequently asked questions

Is this template free?

Yes. Print it, save it as a PDF, or tick it off on this page. To run it at every store, with photos, readings that open a fix when they are out of range, and a scorecard that ranks your stores, use it in RakuOps. The free plan covers one store, with unlimited users.

Should both shift leads be there for the handover?

Yes. A handover left as a note gets skimmed. Doing it together, with the incoming lead walking the floor before signing, takes ten minutes and catches what a note misses.

What if there are no issues to hand over?

Write "none". A handover with an empty issues box is still a record that someone looked.

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