SBAR handoff template

A structured shift handoff using situation, background, assessment and recommendation.

Use it on screen
SBAR handoff templateSituationBackgroundAssessmentRecommendation🗣️
How to use itThe outgoing person fills in each section and walks the incoming person through it. The receiver reads back key points and asks questions before taking over.

Who uses the SBAR handoff template and when

SBAR is a widely used way to structure communication, especially in healthcare. It keeps handoffs short and complete.

This page is a communication structure, not clinical guidance. Follow your facility’s handoff policy and documentation rules.

13 items. Complete it digitally or on paper, whichever your team prefers.

Situation

Background

Assessment

Recommendation

Close

Putting the SBAR handoff template to work

  1. Prepare before the handoff.
  2. Hand off face to face when possible.
  3. Keep it short.
  4. Use read-back.
  5. Document per policy.

How a team used the SBAR handoff

At shift change in a care home, the outgoing aide reports that a resident ate little at dinner (situation), has had a cold for two days (background), seems more tired than usual (assessment), and recommends the nurse checks in at 9 pm (recommendation). The incoming aide reads it back.

Why it matters

Health care safety bodies have long pointed to poor handoff communication as a source of errors, and SBAR gives the outgoing and incoming person the same four-part structure every time. The read-back and names make it clear who accepted responsibility for the follow-up.

What a completed SBAR handoff looks like

Setting and time Willow Creek Assisted Living, Tucson, 7 pm handoff
Situation Room 12 resident found on bathroom floor at 6:15 pm
Background Dizziness reported this week; on blood pressure medication
Assessment Alert, no visible injury, says left hip sore
Recommendation Nurse assess by 7:30 pm; family called at 6:40 pm
Read-back Done by incoming aide Lisa
Names Outgoing Jay, incoming Lisa, 7:04 pm

The background line mentions the blood pressure medication because it may explain the dizziness, which is the kind of detail that gets lost in an unstructured handoff.

Common mistakes to avoid

Adapt it to your team

Maintenance and facilities teamsUse the four parts at shift change for open equipment faults and what the next technician should check first.
Customer support escalationsStructure a case handed to a manager the same way, so they can act without rereading the whole ticket.
Quick winDraft the recommendation line before anything else when you prepare. Knowing what you will ask for keeps the other three sections short.

SBAR handoff: common questions

What does SBAR stand for?

Situation, background, assessment, recommendation.

Is it only for healthcare?

No, it works for any handoff or escalation.

How long should it take?

A minute or two per person or issue.

Where is it recorded?

Per your organization’s policy.

What is a read-back in an SBAR handoff?

The receiver repeats the key points, especially the recommendation, times and names, and the sender confirms them. It catches errors such as 7:30 heard as 7:00. The close section of the form records that it happened.

Can SBAR be used in a written shift note?

Yes, the four headings work well in a written log or message, as long as each note has the time and the sender’s name. Writing the recommendation as a specific request, such as nurse to assess by 7:30 pm, keeps the note from being just a description.

Related resources

More for the same job

Related reading

Know who worked when

Use the SBAR handoff template for the record you need today. To see who clocked in, and when, book a demo of EZTime.

Disclaimer: This template is general information for organizing work. It is not medical, clinical or regulatory advice and does not replace your facility’s protocols or the requirements of health authorities. Have a qualified professional review it before use.