Free Business Handover Report Template
Business Handover Report
I. Executive Summary
This report details the handover of the Customer Support Services project from the development team to the operations team at [Your Company Name]. The transition aims to ensure seamless service continuity and enhanced customer satisfaction. It includes project overview, handover details, outstanding tasks, risks and mitigations, and acceptance.
II. Project Overview
|
Project Metric |
Details |
|---|---|
|
Project Start Date |
January 1, 2051 |
|
Project End Date |
May 31, 2053 |
|
Objectives |
Improve customer support response times, integrate new CRM system, and enhance service quality |
III. Handover Details
A. Key Contacts
-
Development Lead: Marcelo Green
-
Operations Lead: Harold Abern
B. Documentation Provided
-
User Manuals: Detailed guides on system operations and troubleshooting.
-
Training Materials: Comprehensive training modules and video tutorials.
-
System Configuration Files: Technical specifications and setup configurations.
C. Training Conducted
|
Training Session |
Date Range |
Attendees |
|---|---|---|
|
Initial Training |
May 1-7, 2051 |
Customer support team members |
|
Follow-up Training |
May 8-15, 2051 |
Additional support staff |
IV. Outstanding Tasks
A. Pending Issues
|
Issue Description |
Responsible Party |
Expected Resolution Date |
|---|---|---|
|
Minor adjustments to the CRM system |
Operations team, IT |
January 15, 2052 |
|
System compatibility testing with legacy software |
Development team |
February 1, 2052 |
|
Staff training completion |
Operations team |
February 15, 2052 |
|
Database migration |
IT, Operations team |
March 1, 2052 |
|
User acceptance testing |
Operations team, QA |
March 15, 2052 |
|
Finalization of operational procedures |
Operations team |
April 1, 2052 |
B. Responsible Parties
The outstanding tasks have been allocated to respective teams with clear responsibilities and timelines to ensure timely completion and a smooth transition process.
V. Risk Management
A. Risk
|
Risk Description |
Mitigation Plan |
|---|---|
|
Potential knowledge gap during handover |
Ongoing support and mentoring from the development team |
B. Mitigation
To mitigate the risk of a knowledge gap during the initial phase of the handover, the development team will provide ongoing support and mentoring to the operations team. This will include regular check-ins, access to documentation, and additional training sessions as needed.
These expansions provide a more detailed overview of the outstanding tasks and the associated risks and mitigations for the successful handover of the Customer Support Services project.
VI. Handover Acceptance
The operations team acknowledges the receipt of all necessary documentation and training to assume full responsibility for the Customer Support Services.
Acknowledge and accepted by:
[Your Name]
Operations Representative Name
[Date]
