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Project handover checklist

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Does anyone have a project handover checklist that he can share here? Are there standards when it comes to project handovers?
asked 8 years ago by anonymous

1 Answer

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Here's the list of things that a project manager should do to handover the project to another project manager:

- Brief the other project manager on the history of the project, highlighting the major issues/challenges in the project, and the major milestones achieved and remaining.
- Hand over all the documents pertinent to the project, including the project proposal, the project charter, the project plan (which includes the communication management plan, the risk management plan, the issue management plan, and the cost management plan).
- Forward all emails (sent and received) related to the project to the new project manager
- Create a list of all the stakeholders involved in the project, and give it to the new project manager.
- Create a list of all the team members, their roles and responsibilities on the project (along with their contact information), and give it to the new project manager.
- Advise the new project manager on the ongoing conflicts and what has been done so far to address them.
- Tell the project manager the reason why he's taking over the project, and you are being relieved from it (if he doesn't know the reason, and if you happen to know the reason). This is important so that the new project manager won't feel that he's trapped.
- Give the new project manager necessary access information (username/password) to all the tools that you are using to manage the project.
- Inform all the stakeholders that a new project manager is taking over the project, and give them his contact information (email, phone number, etc...)
- Present the new project manager to the project team (Here's your new Project Manager, be kind to him!). Let each team member introduce himself, and introduce the project manager yourself (you need to be very professional at this point, even if you hate your replacement).
- Wish the new project manager luck!
answered 8 years ago by LonelyProjectManager (4,420 points)

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