Project Handover Checklist

Grab this checklist to guide you throughout the project handover

process, keep everyone informed, and help your team enjoy a smooth
transition.

1. Preparing for the handover

1. Identify the point(s) of contact.

2. Clarify the frequency of communication and the top priority

topics.

3. Identify who is involved in the handover process from the

project team. Clearly outline all roles and responsibilities.

4. Set the timeline for milestones (or mini handovers).

5. Set the date when the handover should be completed.

6. Outline the deliverables (what exactly is going to be delivered).

7. Outline the project outcomes (what the deliverables should

provide to the end user).

8. Have a breakdown of tasks and responsibilities to be transitioned

to the end user.

9. Identify any financial aspects involved.

10. Details about change and risk management. Who is

responsible for managing unexpected twists and turns?

11. Set up training for all users.

 12. Complete all testing before you proceed.

13. Create a communication plan on how you communicate the

handover process to all stakeholders.

2. Handing over the project

1. Set up your handover meeting.

2. Have a detailed presentation to make everything visually

perceptible and easy to follow.

3. Discuss the project handoff document and address all questions.

4. Confirm the upcoming due dates and the deadline for project
handover.

5. Update the project handoff document once the meeting is

complete.

6. Return hired and borrowed equipment (if applicable).

7. Hand over all project documentation.

8. Transfer codebase, accounts & credentials ownership (applicable

to app development companies).

9. Closeout contracts.

10. Sign-off contractors.

11. Update systems and records.

12. Prepare a report to be used for reference.

3. Maintaining the handover
1. Complete project closure activities.
2. Carry out a performance review.

3. Complete course-correcting activities.

4. Follow the transition according to planned documentation and

provide support to the end user.

5. Collect feedback and document any post-handover changes.

One final note before we wrap up. Don’t forget to customize the
checklist and add any project-specific items.

Conclusion
The cutting of a ribbon is a heart-warming ceremony, and you should
try your best to reach that milestone with a proud smile.

In project handover, you can’t merely pass off the keys and let others
handle the rest. Your handover plan should be well thought out in
advance because hurried steps increase the likelihood of omitting vital
details. Those who take over the project should be in the best position
to continue the work or put the results to use (very much like the kid
who should catch the ball during the game).

Keep your team and your clients happy by creating a staggering

success story. Happy clients will come back for more projects and will
keep you busy with new and interesting endeavors.

https://www.teamly.com/blog/project-handover-plan/