Keep knowledge moving through a role change

Pass on the responsibility. Pass on the knowledge.

When someone takes over a role, important information should go with them. Ownership Treuhand organises documents, records working routines and prepares outstanding questions for the handover.

Gather working knowledge

What matters

Record the tasks, working knowledge and next steps needed for a role change.

Services

How we can help

Map responsibility

We list tasks and responsible roles, showing the existing arrangements alongside the changes agreed for the handover to the new contact.

Gather working knowledge

We assemble approved documents, recurring routines and important contacts. Missing information is requested from the people designated to provide it.

Document agreements

We record confirmed decisions and open questions, assigning the next steps to responsible people within the overview prepared for the handover.

How a project could work

Handing over a set of responsibilities

A new contact takes over work with service providers. A handover overview can bring together contacts, recurring dates and ongoing tasks. Missing information is linked to responsible people, helping questions reach the right person after the change.

Our approach

How we work together

  1. Describe the change

    You identify the role and people involved. Together we agree which information needs to be included in the handover.

  2. Bring knowledge together

    We organise existing documents and routines, collect outstanding questions and agree the necessary additions with the participants.

  3. Prepare the handover

    You receive an overview of tasks, documents and remaining questions, with the contacts responsible for following them up.

B2B email marketing

Explain business changes clearly to your partners.

We support your B2B email marketing when services or responsibilities change. Confirmed information becomes clear messages for business contacts with relevant documented consent.

More about email marketing ↗

Contact

Let’s talk about your project.

Which responsibilities are changing? Tell us about the planned handover and the information that needs to go with it.

Positive Group Deutschland GmbH
Freiburg im Breisgau · Germany