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EOA Expert Handover Guidance Document

Handover Guidance Document for EOA Experts:

This document provides handover guidance for outgoing Experts to brief incoming Experts, covering the role scope, priorities, program health, meeting cadence etc. to support a smooth transition.

A. Role & Scope

  • Brief on Expert role scope in the region (number of programs, emerging vs thriving)
  • Clarify non-negotiable responsibilities (chair calls, action plan support to chairs)

B. Strategic Context & Priorities

  • Current regional Accelerator priorities and how they align to EO
  • Active regional action plan items the Expert is supporting
  • What success looks like this year (beyond generic KPIs)

Strong practice:
Outgoing Expert adds a short “If I were staying, I’d focus on…” note.

C. Program-Level Health Snapshot

For each program, document:

  • Program status: Emerging or Thriving (growth, graduation, exits – directional, not just numbers)
  • Flag risks (chair capacity, dormant board, lack of admin manpower, recruitment challenges)
  • Programs requiring extra Expert attention

D. Chairs, Staff & Key Relationships

  • List of all Accelerator Chairs (if returning) with:
    • Experience level
    • Level of engagement, including participation in discussions, application of learning, asking questions, and sharing best practices.
    • Support style that works best
  • Key staff contacts – regional and global
  • Guidance on engagement with Regional Growth Director

E. Meetings

  • Meetings the Expert attends or facilitates:
    • Facilitates: Regional monthly chair calls
    • Participates: Monthly Expert meetings scheduled by EOA Global
  • Guidance on facilitating regional monthly chair calls, including key do’s and don’ts
  • What meetings typically needs prep vs what runs smoothly
  • What not to over-invest time in

F. Tools, Trackers & Documents

  • Program trackers currently in use
  • Templates or guidance documents already shared with Chairs
  • Information on where documents are stored and how they can be accessed for use in FY26/27

G. Brief on Open Loops & Known Risks

  • Decisions pending with programs, region and/ or Growth Directors
  • Programs at risk of missing KPIs
  • Sensitive or emerging issues requiring attention

H. Handover Touchpoints

  • Shadow at least two Regional Chair calls as part of the transition
  • Ensure the incoming Expert is connected with all EOA Chairs by June