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Project Handover Template
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Use this workbook to transfer ownership, knowledge, deliverables, and accountability from the outgoing owner to the incoming owner. Complete each sheet, then record acceptance on the Sign Off sheet.
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Project Details
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Project name
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Project ID or reference
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Project sponsor
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Outgoing owner
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Incoming owner
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Handover start date
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Planned handover date
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Actual handover date
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Handover status
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Handover Progress
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AreaTotal ItemsCompletedRemainingCompletion
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Deliverables110100%
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Checklist items260260%
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Issues and risks1010%
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Access and tools110100%
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Overall292277%
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How to Use This Template
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1. Enter the project details above in the green cells.
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2. Work through the Checklist sheet and update the status of each item.
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3. Record deliverables, issues, risks, contacts, and access on their own sheets.
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4. Review progress above and the readiness check on the Sign Off sheet.
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5. Hold the handover meeting, then record acceptance on the Sign Off sheet.
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Green cellsType here or choose from a dropdown. The first row of each table is an example. Overwrite or delete it.
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Status colorsRed marks not started or high priority. Yellow marks in progress or medium. Green marks complete or low.
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Sheets in This Workbook
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SheetWhat it covers
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DeliverablesEvery deliverable, its status, owner, and storage location.
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ChecklistStep by step handover checklist with owners, due dates, and status.
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Issues and RisksOpen issues, active risks, defects, and workarounds.
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Roles and ContactsPeople, responsibilities after handover, and backup contacts.
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Access and ToolsSystems, permissions, vendors, and renewal dates to transfer.
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Sign OffReadiness check, meeting record, acceptance, and support period.
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Manage Your Handover in ProofHub
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Ready to turn your handover plan into action? Manage tasks, teams, timelines, time tracking, files, and approvals in one place with ProofHub. Try ProofHub for free →
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