Project Handover Living Document Template
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.
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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.
Paperless documents
How to create a project handover with Xtensio
- 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.
- 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.
- 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.
- 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.
- 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:
- Identify and manage key stakeholders, including both your team and the group who will be taking the project over.
- Define a clear date that the handover will take place.
- Clearly communicate the key details, tasks and deliverables for the project.
- Outline potential risks and roadblocks beforehand so change management issues can be handled efficiently.
- Develop appropriate training and guidance for the group taking over the project, or ensure that the handover notes include thorough instructions.
Check out related templates, examples and resources
More templates related to the project handover
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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.
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.
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.
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.
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.
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.
