Project and work handovers

Project handovers that keep the project moving.

When someone hands over a project or a piece of work and stays in the organisation, Handover Pro maps the project, captures what only they know and shares access with the person taking over.

Their accessShared: the new owner gets access too.
Their access to the record afterwardsKept, read only.
Overlap with the new owner14 days suggested

What goes wrong

The same problems, every time.

Records in too many places

Plans, budgets and decisions spread across sites, libraries and private folders.

The why is never written down

What was agreed, what was tried, and what to do next lives in one person's head.

Risks go quiet

Open issues and decisions slip between the old owner and the new one.

Stakeholders feel the change

People who relied on the old owner find out by accident.

The interview

Questions written for this kind of handover.

Alongside a question for every gap the map finds, Handover Pro asks questions like these. The person answers in their own words, and every answer can be cited in the document.

  • Where does the work stand today, and what is due next?
  • Where are the plan, budget, decisions and other records for this work kept?
  • What open risks, issues or decisions should the new owner know about?
  • Who has a stake in this work, and how do they like to be kept informed?
  • What would you do next on this work, if it were still yours?
The handover document: every statement cites a register item or an interview answer, and a missing fact is flagged.

Step by step

The same eight stages, tuned for this handover.

  1. 1

    Map

    Coordinator

  2. 2

    Gaps

    Coordinator

  3. 3

    Interview

    Person handing over

  4. 4

    Document

    Coordinator

  5. 5

    Sign-off

    Person handing over

  6. 6

    Access plan

    Coordinator and approver

  7. 7

    Acceptance

    People taking over

  8. 8

    Seal

    Coordinator

Shared first, tidied later.

Access is shared, not taken: the new owner gets access too, and the person handing over keeps theirs during the overlap. They keep read access to their own handover and its package afterwards.

For PMOs and delivery teams

Every project handover follows the same stages and ends in the same kind of sealed record, so the PMO can see where each one stands and auditors see one consistent format.

Other kinds of handover

One app for every handover.

Make the next handover the one nobody has to chase.

See Handover Pro on a real SharePoint site in 30 minutes, or try it free for 14 days on your own.