Employee Handbook

Project handover template

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The project handover document details all the necessary information someone would need in order to take over key responsibilities for completing a project. Handoff documents 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 responsibilities are covered while you’re away from the office.

  • Create a master checklist and information hub for all of your important projects.
  • Set clear expectations when handing a project off to a team member, client or external stakeholder.
  • Align everyone involved in completing a project and keep them updated throughout the process.

Xtensio is your team space for beautiful living documents.
Create, manage and share business collateral, easily.

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Used 590 times     Share  

Project Handover

Xtensio is your team space for beautiful living documents.
Create, manage and share business collateral, easily.

Join the 66,806 changemakers.

The project handover document details all the necessary information someone would need in order to take over key responsibilities for completing a project. Handoff documents 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 responsibilities are covered while you’re away from the office.

  • Create a master checklist and information hub for all of your important projects.
  • Set clear expectations when handing a project off to a team member, client or external stakeholder.
  • Align everyone involved in completing a project and keep them updated throughout the process.

How to create a project handover with Xtensio

1

Click and start editing, no account or credit card required.

Follow along with the instructional project handover details. Add charts, graphs, images, and videos to customize the report and make it your own. Drag & drop. Resize. It’s the easiest editor ever.

2

Customize everything in the project handover template to match your brand.

Define your style guide. Add your (or your client’s) brand fonts and colors. You can even pull colors directly from a website to easily brand your project handover docs and more.

3

Work on your project handover together on the cloud.

Add colleagues (or clients) to collaborate on the project handover doc. Changes automatically save and sync across all devices, in real-time.

4

Share a link. Present a slideshow. Embed. Download a PDF/PNG.

The project handover document seamlessly adapts to your workflow. No more jumping from tool-to-tool to design different types of deliverables.

5

Reuse and repurpose.

Save your own custom project handover templates. Or copy and merge into other documents.

What is a project handover document?

The project handover details all the necessary information someone would need in order to take over key responsibilities for completing a project. These reports are useful in multiple cases:

  • Organizing a project handover to a client.
  • Handing off a project to a different department or contractor.
  • Shifting to a different position or project.
  • Ensuring your responsibilities are covered while you’re away from the office.

How do you write a project handover report?

Here’s a good project handover checklist to follow as you’re filling out the template:

1

Identify and manage key stakeholders, including both your team and the group who will be taking the project over.

2

Define a clear date that the handover will take place.

3

Clearly communicate the key details, tasks and deliverables for the project.

4

Outline potential risks and roadblocks beforehand so change management issues can be handled efficiently.

5

Develop appropriate training and guidance for the group taking over the project, or ensure that the handover notes include thorough instructions.

The project handover is part of these toolboxes:

Check out related templates, examples and resources.

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Frequently asked questions

What is Xtensio?

Xtensio is the quickest and easiest way for teams to create, share and manage all of their business documents together. Create pitches, sales sheets, reports, case studies, agendas and more. Add images, videos, tables, buttons and other interactive modules. Drag and drop, resize, change backgrounds, colors. Share a link. Present a digital slideshow. Export a PDF/PNG.

What's a folio?

A folio is a live webpage, a full-screen digital slideshow presentation and an exportable PDF/PNG document all-in-one. Folios are responsive, collaborative and completely customizable.

Start from an instructional templateeditable example or a blank folio to build all your business documents and presentations with the ease of a web builder. Add team members and guests to work together in real-time on the cloud. Changes instantly sync to the live version of the folio so both internal and external stakeholders are always up-to-date. Folios are the next generation of flexible documents and presentations.

How is Xtensio different from PPT, Illustrator or Word

Unlike other presentation or document creators, Xtensio works like a web builder so you can easily drag and drop interactive content, customize the layout, and change colors, fonts, backgrounds to get professional-looking business content out the door quickly, without needing a designer.

You can collaborate with team members and guests to work together in real-time on the cloud. And the flexibility to share folios as live web links, digital slideshow presentations or exportable PDF/PNGs means you don’t have to jump between tools when creating different deliverables. Check out this page to see how Xtensio outpaces the competition.

Is my data private and secure?

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.

Can I create a free project handover?

Yes. You can try out Xtensio’s simple editor and any template, including the project handover template without creating an account. To save your work, collaborate with your team and access other premium features and resources, you can upgrade to premium. Plans start at $8 per month.

What would I get by upgrading to a premium plan?

By upgrading to our premium plans, you’ll have a private, branded workspace with your own URL where you, your team members and guests can create and collaborate on multiple presentations and documents.

You’ll be able to 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 responsibilities are covered while you’re away from the office.

What are four key points that a handover will include?

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.

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 report?

Yes! You can invite as many people as you’d like to collaborate on your usability reports and more. As a platform, Xtensio helps improve the way your team works.

How do I share my handoff report?

Choose your file format. Present it as a full-screen digital slideshow, share it as a responsive web link or export it as a PDF (customize the PDF size) or PNG.

Do you have other tools for project managers?

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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