Project Hand-Over Essentials
For each project you are about to hand over, make sure you cover the following things for the new PM.
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1
We get the project charter if you have one or collect the project initiation documentation
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2
We gather all business case information
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3
We collect the documents involved in the initial offer, make sure to indicate clearly which one is the signed copy (important in order to understand initial, often commercial expectations)
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4
We gather all change requests (amount, description and timing for each instance), this can be short but the key is to make a complete list
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5
We write down what the roles are at the client’s office (who’s the sponsor, who will check the quality of the deliverable, etc.) if you have a RACI chart this can help
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6
We list your contacts and their coordinates, write down how frequently you communicate with them and what topics to cover
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7
We introduce the new PM to the client (very important if you are the single point of contact)
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8
We introduce the new PM to the delivery team(s)
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9
We suggest next steps for the new PM