# Six questions. Answer them once, and anyone can pick up where you left off.

> A print-first worksheet for handing off work: what you keep, what you can let go, and how to brief the person or bee who picks up the rest.

Canonical: https://beemy.co/handover/ · Last updated: 2026-09-07

The Handover

This page is a worksheet, not a form. Print it with your browser's print option, and fill in each blank by hand. The person who picks up the rest can be a colleague, Beemy, or nobody yet. The brief works either way.

4 min read

## What always needs you

Name these first. Nobody else should guess at a call that was always yours.

Which decisions, people, and spending always need your own sign-off?

One reader's filled-in answer

- Any reply that changes a price, a date, or a promise.

- Anything about Acme Corp's contract renewal.

- Any spend over £200.

Your answer

[The autonomy ladder](https://beemy.co/lexicon#autonomy-ladder): In Beemy this is the autonomy ladder. It climbs one rung at a time, and never skips a step on its own.

## What never needs you

Naming these frees up your day. Nobody has to check with you on a call this small.

Which confirmations, filing jobs, and easy 'no' replies can go without you?

One reader's filled-in answer

- Confirming a meeting time nobody disputes.

- Filing a receipt or a newsletter.

- Saying no to a cold pitch.

- Chasing a reply that's already three days overdue.

Your answer

[Read-only first](https://beemy.co/lexicon#read-only-first): In Beemy this is read-only first. Every new connection starts by watching, before it drafts or sends a word.

## Who matters, and how much

A name on this list should always reach you, whoever is minding the inbox.

Which names should always reach you, no matter how busy you are?

One reader's filled-in answer

- Sarah, your boss, on anything urgent.

- Mum, any time she calls twice.

- Your accountant, near a tax deadline.

Your answer

[Escalation](https://beemy.co/lexicon#escalation): In Beemy this is escalation. It surfaces the unclear case to you, with a plain reason attached.

## How you sound

Real wording teaches your tone. A description of your tone does not.

Copy three lines you've actually sent, in your own words.

One reader's filled-in answer

- Thanks for flagging this, I'll take a look today.

- Happy to help, let me check and come back to you.

- No worries, that works for me.

Your answer

[In your voice](https://beemy.co/lexicon#in-your-voice): In Beemy this is voice learning. It studies your real replies until a draft reads like your own words.

## What is off limits

An off-limits list is a wall, not a suggestion. Naming it once means nobody has to guess later.

Which accounts, threads, or topics should nobody else touch?

One reader's filled-in answer

- Mum's account. Nobody else replies there.

- The Acme Corp renewal thread, until it's signed.

- Anything about a redundancy or a resignation.

Your answer

[A silo](https://beemy.co/lexicon#silo): In Beemy this is a silo. Work and personal knowledge sit apart, and no reply can cross by accident.

## When to interrupt you

Say what earns a ping now, and what can wait for later. Both answers save someone a guess.

What should reach you right now, and what can wait for later?

One reader's filled-in answer

- Now: a client threatening to walk.

- Now: anything with a deadline inside 24 hours.

- Later: everything else, batched up.

Your answer

[Triage](https://beemy.co/lexicon#triage): In Beemy this is triage. It sorts what needs you now from what can safely wait.

Last updated 7 September 2026