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The guest handover sheet: a one page way to pass what you noticed to the next shift

Most of what a team learns about a guest is lost at the end of the shift. This sheet carries it to the next one, with three columns and one rule.


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A one page sheet for five shifts, with three columns and a tally of what was acted on. Free in Word and PDF.

The guest handover sheet is a single page with three columns: the guest, what was noticed, and the specific moment of service the note is meant to make possible. It lives at the desk, the pass or the host stand, and it is read aloud at handover with one rule attached: the incoming shift acts on at least one line before that guest leaves.

Where it comes from

Chapter 9 of the book is about knowing the guest, and the hoteliers in it describe anticipation as a chain of small observations passed from one pair of hands to the next. Luc Delafosse, then managing director of Waldorf Astoria Beverly Hills, defined the craft in a phrase.

“Hospitality is the craft of knowing in advance what guests need and want” Luc Delafosse, then managing director of Waldorf Astoria Beverly Hills

Every luxury brand has a system for recording preferences. What separates the best properties, as Amit Majumder, then general manager of Jumeirah Vittaveli, told me, is how the information is used. A note that sits in a profile is a record. A note that reaches the colleague who will serve the guest tomorrow is a gesture waiting to happen. The sheet is built for the second kind.

The sheet also carries the book’s warning. Philip Barnes, then general manager of The Savoy, pointed out that a guest history tells you a snapshot of time and nothing about where the guest is today, so it has to be validated regularly. The third column, the moment of service, forces the question of whether a note is still true before anyone acts on it.

What is on the page

Three columns and about fifteen rows. The guest, by name or table. What was noticed: a drink, a pace, a reason for the visit, a mention of a family member, a mood. The moment of service: the specific point at which the note becomes a gesture (the second morning’s coffee, the dessert course, the turndown, the farewell). A fourth narrow column marks whether the line was acted on, and by whom.

At the foot of the page: the handover rule, and a tally for the week of lines written and lines acted on.

How to use it for five shifts

Add one line for every guest you or your team learned something about during the shift. At handover, read the page to the incoming shift and ask them to act on at least one line before that guest leaves. For a returning guest, check the line in person, with a question, never an assumption, before anyone acts on it. On the fifth day, count the lines acted on, and where you can, ask the guests themselves whether the gesture felt right.

What to look for

Watch whether the share of lines acted on rises across the week. Early on, teams write far more than they act on; by the fifth shift the gap should have closed. Treat any gesture a guest found unsettling as useful information, since it marks where the line of restraint sits in your operation, and that line is different in every property.