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Project Handovers

Help the next person pick up with confidence.

Keep completed tasks, open issues and supporting files together when responsibility changes.

Fewer lost details

Ready for the next owner

01
02
List what is readyRecord open itemsShare the records
The next owner knows where to begin

Sound familiar?

The project changes hands, but the next person has to search for files and ask what is still open.

Put it into practice

Hand a completed client project to support.

Share the delivered work, open questions and key files before ownership changes.

A project lead explains the handover pack to incoming colleagues.
  1. 01

    List what is ready

    Record the completed tasks and key deliverables.

  2. 02

    Record open items

    Give each remaining issue an owner and next step.

  3. 03

    Share the records

    Attach the files and notes the next team needs.

  4. 04

    Review the handover

    Have the receiving person check the details and confirm acceptance.

The next owner knows where to begin
  • Fewer lost details
  • Clear open actions
  • A smoother changeover

Let’s walk through your process.

Bring us a task your team knows. We’ll show how to organise the steps, review the results and keep the records.

Book a Demo