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Project Handover Document Template

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This is a sample handover plan aimed at providing ready to use tool in situations where a project manager exits a project before finish and handover to a new project manager. also useful in cases where functional/project managers are pulled out of project due to resource curfew situation and project goes on hold.

Published in: Leadership & Management
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Project Handover Document Template

  1. 1. Project Name Handover Plan Document History Version Author Date Changes 0.1
  2. 2. Version Author Date Changes Table of Contents Table of Contents...................................................................................................................................2 Purpose..................................................................................................................................................4 Criteria...................................................................................................................................................4 Handover Agreement Process...............................................................................................................4 Handover Activities................................................................................................................................4 Financial.............................................................................................................................................5 Security..............................................................................................................................................5 Documentation..................................................................................................................................5 Network and Infrastructure...............................................................................................................5 Communication.................................................................................................................................5 Project Team Availability.......................................................................................................................5 Support Documents...............................................................................................................................6 23-Nov-18 Handover Plan Page 2 of
  3. 3. 23-Nov-18 Handover Plan Page 3 of
  4. 4. Purpose This document outlines the agreement between the project team and production support relating to the acceptance by production support to take over responsibility for the new application from the project team. It outlines the work outstanding and status of the implementation. It may be accompanied by an SLA (Service Level Agreement) if the organisation uses SLAs to define service levels. Criteria The following criteria must be met before the application can be transferred to Production Support. Example • Application fully implemented and in use by all users • Existing application decommissioned • No more than 2 High priority issues outstanding • No more than 10 Medium priority issues outstanding • Outstanding support calls below 30 • No unplanned system outages for 5 days • Additional short-term resources to assist support in place • All items on the Handover List are complete and available Handover Agreement Process The following process will occur to facilitate the transfer: Step Action 1. Plan agreed between the project team and production support 2. Date set for handover 3. All criteria met by the handover date 4. Production Support sign off their acceptance of the application 5. Handover occurs Handover Activities The following activities need to occur to enable handover. 23-Nov-18 Handover Plan Page 4 of
  5. 5. Financial Identify any financial activities that need to take place. Example Currently all support is logged to account 12345 which is the project team. After handover the support will need to be logged to 5678 which is normal production support. This will need to occur as part of the handover. Security Cover any changes to security access or passwords and logins that need to be set up. Example System Administration rights for the project team will need to be removed and access granted to production support. We will need to obtain vendor login details for future administration purposes. Documentation What work will need to take place regarding documentation? Example All documentation to be transferred to system support and training will need to be copied on to a CD and provided to the relevant parties. They will locate in the appropriate directory. Network and Infrastructure The Handover List will identify what needs to be provided to production support. In this section, provide information on what else needs to happen. Example Security is currently located on a separate server. We will need to move the security module to a server in our data centre. Communication Is there any communication to take place? Example On handover we will email all staff to advise them of the situation and let them know that all future service calls should be routed to the Service Desk. Project Team Availability It is unlikely there will be a clear cutover from total support by the project team one day to no support the next. Project Team members will likely be available for a short time after conversion to assist if required. Example 23-Nov-18 Handover Plan Page 5 of
  6. 6. • Project Manager. Available until end April for advice and support. • Configuration Consultant. Available by arrangement with the Vendor • Etc. Support Documents The following support documents are included with the plan: Example • Handover List • Service Level Agreement • Outstanding Work 23-Nov-18 Handover Plan Page 6 of
  7. 7. • Project Manager. Available until end April for advice and support. • Configuration Consultant. Available by arrangement with the Vendor • Etc. Support Documents The following support documents are included with the plan: Example • Handover List • Service Level Agreement • Outstanding Work 23-Nov-18 Handover Plan Page 6 of

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