Project Handover Living Document Template
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The Project Handover Living Document is a collaborative exercise that aligns everyone involved in completing a project and keeps everyone instantly updated as the project progresses. It details all the necessary information someone would need in order to takeover key responsibilities for completing a project and are useful when organizing a project handover to a client, different department or contractor, shifting to a different position or project, or making sure your responsibilites are covered while you’re away from the office.
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Frequently Asked Questions
What is Xtensio?
Xtensio is a creative collaboration platform to design living documents, work together with internal and external teams, and flexibly share your work as digital presentations, responsive web pages or exportable PDF or PNGs.
What's a folio?
Folios are full-screen digital presentations, responsive web pages and exportable PDF or PNGs all-in-one. A folio can be anything from a brief business strategy exercise to a full-length presentation. Start with one of our templates, or create anything you need with the blank slate tool.
Your folios are live pages that you can edit and collaborate on with colleagues, clients and other key players. All of your changes—from dragging and dropping modules, to editing graphs, to changing colors— will save and sync instantly across devices. Here’s more on Making a Folio.
Do I have limits on the number of templates I can try?
No. You can try all of our free templates with any of our plans. The limitations are only on your active folios.
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Yes. All Xtensio plans include 128 bit SSL encryption and backups to ensure your data is secure. You can make shared folio links private on premium plans. Here’s more on the range of sharing options on Xtensio, from completely private to public.
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What would I get by upgrading to a premium plan?
By upgrading to our premium plans, you’ll create a private and branded workspace with your own URL where you, your team members and guests can create and collaborate on multiple presentations and documents, lock branding across your deliverables with the team style guide, streamline the creation process with custom templates, unlock exports, add password protection and customize individual shared links, and view folio stats to stay updated on all of your projects. Here’s more about our premium plans.
What would I use the Project Handover for?
Handoff documents are useful during a variety of situations, such as organizing a project handover to a client, different department or contractor, shifting to a different position or project, or making sure your responsibilites are covered while you’re away from the office.
What information should I include in the handover?
You should include any and all information that will make the project successful. Give an overview of the project to describe what the main goal is and why you’re handing the project over. List all the project contacts. And clearly list any essential documents, tasks and deliverables that will need to be completed and who is responsible for each step. You and your colleagues can regularly update the living handover document and share the link to keep everyone up-to-date on the project’s progress.
What is a living document?
The living Project Handover template allows you to instantly sync your entire team on the project. The document evolves as your project does. You can add collaborators to work in real-time. And you can share the customizable link to keep internal and external colleagues up-to-date as the project progresses.
Can I add colleagues to edit my handover document?
Yes! On team plans, you can invite as many people as you’d like to collaborate on your brand positioning canvas, ensuring your whole team is aligned. Here’s more on real-time collaboration.
How do I share my Project Handover?
When you’re ready to share your project handover document, choose between presenting it as a full-screen digital slideshow, sending it as a responsive web link or exporting it as a PDF or PNG (premium feature). All of your share options are located at the top right of your edit screen. Learn more about the different ways to share your folios in this tutorial video.
Do you have other tools for organizing projects?
We do! There are a number of different templates, examples and resources to guide you through organizing projects and syncing your team. Check out our Project Management toolbox and our Operations toolbox to find more tools and resources.
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