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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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?
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.
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