Project Handover Checklist
Make a project handover checklist covering status, documents and access, people, the transition period and confirmation that nothing was missed.
- Free
- No sign-up to try
- Works as you type
5 stages, 19 steps
1. Status
- Write a one-page summary: goal, status and what's left
- List open tasks with owners and due dates
- List the decisions made so far and why
- List known risks, issues and promises made
2. Documents and access
- Collect plans, specs, contracts and the budget in one place
- Transfer ownership of files, tools and accounts
- Share credentials through a password manager, not email or chat
- Update the project's contact list
3. People
- Introduce the new owner to the sponsor, the team and clients
- Explain who decides what and how to escalate
- Point out relationships that need extra care
- Tell suppliers and partners who their new contact is
4. Transition
- Hold handover sessions while both people are available
- Let the new owner run a meeting with the old owner present
- Agree the date the old owner steps back
- Agree how the new owner can reach the old owner with questions
5. Confirm
- Ask the new owner to confirm they have what they need
- Tell stakeholders the handover is done
- Check in after a few weeks for anything missed
Free, no sign-up to try. Your checklist becomes a Room you can edit, publish and share.
How it works
How the Project Handover Checklist works
- 1
Pick the stages
Keep the stages you need and name an owner for each.
- 2
Add your own steps
Add steps specific to your team or product.
- 3
Share the checklist
Create a Room everyone ticks off together from one link.
Worked example
What it makes
1. Status
The new owner knows where the project stands.
- Write a one-page summary: goal, status and what's left
- List open tasks with owners and due dates
- List the decisions made so far and why
- List known risks, issues and promises made
2. Documents and access
Everything they need is in one place and under their name.
- Collect plans, specs, contracts and the budget in one place
- Transfer ownership of files, tools and accounts
- Share credentials through a password manager, not email or chat
- Update the project's contact list
3. People
The new owner meets the people who matter.
- Introduce the new owner to the sponsor, the team and clients
- Explain who decides what and how to escalate
- Point out relationships that need extra care
- Tell suppliers and partners who their new contact is
4. Transition
A period of overlap, then a clear switch.
- Hold handover sessions while both people are available
- Let the new owner run a meeting with the old owner present
- Agree the date the old owner steps back
- Agree how the new owner can reach the old owner with questions
5. Confirm
Both sides agree the handover is complete.
- Ask the new owner to confirm they have what they need
- Tell stakeholders the handover is done
- Check in after a few weeks for anything missed
Who it's for
Who uses it
Project managers
Hand over cleanly before leaving or changing roles.
Agencies
Hand a finished project to the client's team.
Team leads
Move a project between people without losing context.
Good to know
What to consider
- Start the handover while both people are still available.
- For a full handover pack with documents and an AI assistant, use the Project Handover Generator.
Questions
About the Project Handover Checklist
How is this different from the Project Handover Generator?
This makes the checklist from a reviewed step library. The generator builds a complete handover Room from your project material with AI.
Where do the steps come from?
From a step library written and reviewed by people, not generated per visitor. Pick the stages you need, name an owner for each and add your own steps.
Make your checklist now
Free, no sign-up to try. It becomes a Room you can edit, publish and share.
Create my checklistRelated
Related tools
- Project Handover GeneratorClose the project cleanly. Get a handover as one link: final deliverables, how-to docs, access to transfer, who owns what and support after launch, with an AI agent that answers the client's team from your docs.
- Employee Offboarding ChecklistMake an employee offboarding checklist covering notice, handover, access, equipment and the exit, so nothing is missed when someone leaves.
- Project Status Report GeneratorPaste your update or notes. Get a status report as one link: where the project stands, progress against the timeline, risks, blockers and the decisions needed, with an AI agent that answers stakeholders' questions.