How do I hand over a snow route’s dispatch and site notes in the off-season?
Use the quiet months to turn what lives in your head into written site notes and a dispatch routine your successor can follow. Then have them run a mock storm call-out with you watching, so gaps show up before the first real snowfall.
Start with the sites. For each one, record the access points, where snow gets piled, the hazards hidden under it, who on the property you answer to and what that client expects after a storm. Photos taken in summer show curbs, drains and edges that disappear under snow. A successor who has never seen the lot in winter needs that record more than anything else.
Next, write down how dispatch really works. Who gets called first, in what order are sites cleared, what happens when a truck breaks down mid-storm and how do you handle a client who phones angry at night? Many owners run this from memory, so expect to discover habits you never knew you had once you write them out.
Then rehearse. Ask the successor to build a call-out list, assign drivers to sites and walk the highest-priority routes with you before the season. Introduce them to the drivers and the main clients yourself. Your lawyer can tell you how contracts transfer, and your accountant can advise on the handover period.
Key takeaways
- Photograph every site in summer and record hazards, pile areas and client contacts.
- Write the dispatch order, backup plans and complaint handling in plain steps.
- Run a mock storm call-out with the successor before the first real snowfall.
- Introduce the successor to drivers and key clients in person, not by email.
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Sources
This answer is checked against primary sources. Links were last confirmed on the dates shown.
- 01Business Development Bank of CanadaGovernmentWhat is succession planning?
- 02Business Development Bank of CanadaIndustryHow to sell your business
- 03Business Development Bank of CanadaGovernmentAdvice for succession planning - Articles and tools
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