Project Handover Document Document Template

Ensures smooth transition by documenting key project details for incoming teams or stakeholders.

Project Handover Document

Purpose: This document is intended to ensure a smooth and efficient transition of project responsibility by capturing essential project details, current status, outstanding items, and key contacts for the benefit of incoming teams or stakeholders.

1. Project Overview

Project Name: {projectName}
Project Code/ID: {projectCode}
Department: {department}
Original Owner: {owner}
New Owner/Team: {newOwner}
Date of Handover: {handoverDate}

2. Project Status Summary

Current Phase: {currentPhase}
Overall Status: {status}
Key Achievements So Far:

{#achievements}

{achievement}

{/achievements}

Major Issues and Risks:

{#issues}

{title}: {description}

{/issues}

3. Deliverables

Deliverable	Description	Status	Due Date
{#deliverables}{name}	{description}	{status}	{dueDate}{/deliverables}

4. Key Contacts

Name	Role	Email	Phone
{#contacts}{name}	{role}	{email}	{phone}{/contacts}

5. Outstanding Tasks

Task	Assigned To	Status	Due Date
{#tasks}{task}	{assignedTo}	{taskStatus}	{taskDueDate}{/tasks}

6. Documentation & Resources

{#documents}

{title}: {link}

{/documents}

7. Optional Notes

{#hasNotes}

{notes}

{/hasNotes}

{^hasNotes}

No additional notes provided.

{/hasNotes}

8. Sign-Off

Prepared By: {preparedBy}
Reviewed By: {reviewedBy}
Date: {signOffDate}

This document template includes dynamic placeholders for automated document generation with Documentero.com. Word Template - Free download

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Use Cases

Automate Project Handover Document Using Forms

collect project handover details from project managers via sharable online form

generate project handover document from stakeholder input form

create client-facing project closure report using standardized web form data

gather team transition information using customizable project handover form

automate project wrap-up documentation from team-submitted forms

Generate Project Handover Document Using APIs

trigger project handover document generation from Jira issue completion

auto-generate project transition report from project management system via API

create project handover document when project is marked complete in custom software

generate client-ready project handover using CRM integration via API

build project completion reports via API call from proprietary PM tool

Integrations / Automations

automatically generate project handover document from Trello board completion using Zapier

create project transition reports from Asana task completion using Make integration

generate project handoff document from Monday.com status change using Zapier

send project closeout summary to Google Drive upon Notion project archive via Make

auto-create and email project handover PDF when Basecamp project is completed

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