Free Project Handover Checklist Template

Project Checklist

Date Prepared:

May 1, 2050

Prepared By:

[Your Name]

Company:

[Your Company Name]

Project Details:

To ensure a seamless project handover transition from the outgoing project team to the new team. This includes thorough task transfer, responsibility assignments, information transfer, and team handoff.

A project handover checklist is a vital tool for transitioning a project from one phase to another or from one team to another. It includes tasks related to documentation, communication, and ensuring a smooth transfer of responsibilities. This checklist helps minimize disruptions, ensuring that the receiving party is well-equipped to continue the project seamlessly.

Task Transfer

Task

Description

Action

List all Tasks

Document every task associated with the project, detailing its scope and requirements.

  • Done

Identify Task Ownership

Classify who is currently responsible for each task.

  • Done

Document Progress

Keep a record of the current status of each task, showcasing completed sections and outstanding parts.

  • Done

Assign New Owners

Indicate who will take over the responsibility for each task once the handover is complete.

  • Done

Continuity Planning

Task

Description

Action

Identify Critical Operations

Recognize the essential services and functions that must continue throughout the handover process.

  • Done

Create Contingency Plans

Develop a plan B for every critical operation, detailing backups and alternatives, in case of any interruptions during the handover.

  • Done

Define Points of Contact

Establish who will act in a lead role during the handover period for each critical operation, including their contact information.

  • Done

Documentation Review

Review all project documents to ensure they are current, suitable, and ready for the new team.

  • Done

Reminders:

  1. Stay mindful and respectful of the time and responsibilities of your colleagues throughout the handover process.

  2. Ensure every team member involved in the handover is fully aware of their roles and responsibilities.

  3. Empower and entrust the new team to handle the project responsibility post-handover.

  4. Keep communication lines open post-handover, to assist with any arising issues.

  5. Always prioritize business continuity and all critical operations during the handover process.

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