We get the project charter if you have one or collect the project initiation documentation

We gather all business case information

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)

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

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

We list your contacts and their coordinates, write down how frequently you communicate with them and what topics to cover

We introduce the new PM to the client (very important if you are the single point of contact)

We introduce the new PM to the delivery team(s)

We suggest next steps for the new PM