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The procedure is written. The exceptions are not.

Public bodies write more down than most, and still run on the officer who knows which exception applies, which team actually moves a case, and why one form carries a step nobody else uses. Retirement is when the most years leave at once.

What walks out the door

Written procedure, unwritten practice.

OakHive is knowledge transfer software. Before someone leaves, an AI interviewer talks with them about the work, by voice and in their own language. This is what comes back.

The exception that comes up twice a year

It’s correct, it’s rare, and one officer remembers how it’s handled. Everyone else escalates and waits.

Handover guide. What lands on you first: The five things that need attention in week one.; The exception that comes up twice a year: What was decided, and the reasoning behind it.; Known risks & exceptions: The one case that breaks the default process.; Who to ask, and when: Contacts for what isn’t in this guide.

From the handover guide, written to whoever takes the role next.

The team that actually moves the case

The org chart says one thing. The case moves because of a person in another team who picks up the phone.

Guided session, Chapter 2 of 4. Chapters: The five things that land on you first; Which team actually moves the case (open); The one exception that breaks the default process; When to call, and when to escalate.

From the guided session that walks the role chapter by chapter.

The deadline behind the deadline

The statutory date is published. The internal date that makes it achievable is not, and it sits with whoever has met it for a decade.

Ask Monica. A colleague: Is there a deadline behind this deadline? OakHive: Yes. The published one is the submission date; the committee needs it a fortnight earlier to reach the agenda. A colleague: And who signed that off? OakHive: That wasn’t covered in her interview, so I won’t guess at it.

From the chat, answering after they have gone.

The retirement nobody prepared for

Retirement is the case where the most years walk out at once, and the one most organisations see coming and still don’t prepare for.

Manager’s summary, Section 4 of 4. Sections: What the role actually covered; Deadlines behind the deadlines; Risks and gaps (flagged); What wasn’t covered (flagged).

From the manager’s summary, ready before the last day.

Who to interview

The officer retiring after a long career. The team leader who knows which case goes to whom. Anyone whose leaving would send colleagues back to the procedure and out of their depth.

The next officer can look up which exception applies, and why.

Questions public bodies ask

  • In Microsoft Azure’s EU region, logically isolated per customer, with export and deletion on request and a data processing agreement in every contract. Access is closed by default and opened per person, and sensitive material stays with the manager and HR.

  • No. It’s for any time a role changes hands: a resignation, a retirement, an internal move, a long leave. Retirement is the case where the most years walk out at once, and the one most organisations see coming and still don’t prepare for.

  • A handover guide written to them and a guided session that teaches the role chapter by chapter, with the option to stop at any line and ask. After that, a chat that answers from what the last officer said and says so when something wasn’t covered.

All questions

See a real handover in 20 minutes

Bring a role that is about to change hands. We show you an anonymised handover guide, what the interview looks like, and how the team asks it questions in Microsoft Teams. No slides.

We take on a few companies at a time, and a person replies to every request.

We reply within two working days.

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