Guides · Running a lab

Handing over a project when someone leaves the lab

A practical checklist for the last four weeks — what to write down, what to hand over, and the three things that almost always get lost. Written for whoever inherits it, not for the person leaving.

Reading time
12 min
Licence
Free to copy into your own lab documentation. No signup.

Almost every lab has a folder nobody opens. It belonged to someone good, the work in it was real, and now nobody is quite sure what's finished, what's abandoned, or which version of the analysis produced the figure that's already in a paper.

This happens because handover is usually treated as an admin task in the final week, when it is actually a documentation task that should start about a month out. What follows is the version that works — not the exhaustive version, the one people actually complete.

Who this is for

A PhD student or postdoc finishing up, a lab manager organising a handover, or a PI who has just realised someone leaves in five weeks. It assumes nothing about what software you use, and most of it works on paper.

Start four weeks out, not four days

The single biggest predictor of a good handover is when it starts. In the last week the person leaving is finishing a thesis, moving flat, and interviewing. Anything you ask for then will be thin.

Four weeks gives you time to do the one thing that matters most — have them narrate their own work while they still remember it. Not write it up formally. Narrate it, badly, into whatever's easiest.

The value isn't in the polish. It's in capturing the things they know but never wrote down, because to them they were obvious.

The three things that always get lost

Across most handovers the same three gaps appear. Everything else can usually be reconstructed; these can't.

1. Why an experiment was abandoned

Half-finished work with no note attached is the most expensive thing in the folder, because the next person will repeat it. A single line — "stopped this, the antibody batch was bad" — saves someone three months.

2. Which original file produced which figure

This is the one that surfaces years later, usually when a reviewer or a co-author asks. If the figure lives in a slide deck and the data lives in a folder named by date, the connection exists only in one person's memory — and that person has left.

3. The undocumented deviation

The protocol says 30 minutes; they always did 45 because it worked better. It's in nobody's notes. It's the reason the next person can't reproduce it.

Why we care about this

woodle.cloud exists because of the second one. It keeps a result attached to the run and the original file behind it, so a handover doesn't depend on anyone remembering. The checklist below works whatever you use — including paper.

See how it works →

The handover checklist

Work down it. Tick as you go — this list remembers your progress while the page is open.

Four weeks to handover 0 / 10
Record a walkthrough of every active experimentTwenty minutes, unpolished, on a phone. What it is, why, what state it's in.
List everything abandoned, with one line on whyThe highest-value item on this list, and the one most often skipped.
Connect every published or drafted figure to its source fileFigure number → experiment → the file it came from. A spreadsheet is fine.
Write down protocol deviations that became habitThe 45 minutes instead of 30. Everything they do without thinking.
Move data off personal devicesLaptops, phones, personal cloud accounts. Check the instrument PC desktop too.
Label physical samples so a stranger could find themFreezer box, position, date, what it is. Not their initials and a number.
Document any analysis script, including the manual steps"Then I fix the header row by hand" is part of the method.
Note who else knows anything about this workCollaborators, the technician who ran the instrument, the person they asked for help.
Have the person inheriting it try one thing while they're still hereThe only real test. Everything else is assertion.
Agree what happens to anything unpublishedAuthorship, who finishes it, and by when. Awkward now, worse later.

What good looks like

A successful handover isn't a complete archive. It's a state where the person inheriting the work can start something without needing to contact the person who left.

That's the test. If the answer is "I'd have to email them," the handover isn't finished — and the window in which they'll reply gets narrower every month.

If you're the one leaving

Two selfish reasons to do this properly. Your work gets cited and continued rather than quietly repeated. And when someone asks you about it in three years — in an interview, or from a journal — you'll be able to answer without opening a single folder.

Take it with you

This checklist is free to copy, print, or paste into your lab's own documentation. No attribution needed and no signup — if it's useful, use it.