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Project handover checklist

Project handover checklist

Comprehensive template for transferring project knowledge, documentation, and responsibilities to ensure continuity and prevent costly transition delays.

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Project handover checklist

Comprehensive template for transferring project knowledge, documentation, and responsibilities to ensure continuity and prevent costly transition delays.

Use this template with Lumiform

  • Customize this template or build your own
  • Fill out templates via mobile app
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

Prevent knowledge gaps and maintain momentum with this project handover checklist template. We created this template to eliminate the confusion and missed details that often plague project transitions. The checklist guides you through documenting critical project elements including scope, timelines, stakeholder information, outstanding tasks, and essential documentation locations.

Research from the Association for Project Management shows that 75% of professionals emphasize the importance of involving end-users throughout the project lifecycle for successful handovers. This template helps you track exactly what information needs transferring, who needs to be involved in the process, and establishes clear accountability for both outgoing and incoming project owners. Use it during team member transitions, when moving projects between departments, or when transferring to external partners.

Related categories

  • Operational excellence templates
  • General templates
  • Templates for business processes
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Audit
Warranty
Warranty Start Date
Warranty End Date
Warranty Calls
General
Roller Shutter Operation
Lift Operation
Doors and Locks
CCTV
Key Handover
Cash Tube Operation
Till Operation
Furniture
Shop Fitting
Electrical Checklist
Operation of Lights
Signage Lighting
Emergency Lighting
DB Board Location
Isolations
IT System
Telephone Points
Mechanical Checklist
Plant Locations
Air Conditioning Operation
Ventilation Operation
Refrigeration Operation
Hot Water Heater Operation
Water Isolations
Coffee Catcher Operation
Cleaning & Maintenance Procedures
Air conditioning
Waste Pumps
Chillers & Condensers
Coffee Catchers
Equipment Checklist
Equipment present
Equipment Item
Equipment Tested and Working?
Fire Precautions
Sprinkler System
Fire Alarms
Fire Suppression System
Compartmentation
Gas Interlock
Certification
Electrical
Emergency Lightning
Chlorination
Fire Alarm
Fire Suppression
Sprinkler System
Gas
Building Control Approval
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Frequently asked questions

How can I ensure knowledge transfer is effective during project handover?

Schedule dedicated knowledge transfer sessions between outgoing and incoming team members. Document implicit knowledge, not just facts. Create a shadowing period where the new person works alongside the departing team member. Record video walkthroughs of complex processes and develop a Q&A document addressing common challenges.

How detailed should my project handover checklist be?

Your checklist should be detailed enough to enable someone with reasonable expertise to continue the project without constant clarification. Include context for decisions, not just facts. For technical projects, include system architecture diagrams and access procedures. For client-facing projects, document relationship history and communication preferences.

Who should be involved in the project handover process?

Include the outgoing project manager, incoming project manager, key team members with specialized knowledge, important stakeholders, client representatives (if applicable), and subject matter experts. Consider involving senior leadership for strategic projects and technical specialists for complex implementations.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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