Handoff Checklist

Create a short checklist for client, shift, or project transitions so nothing gets lost.

1Define the handoff type and owners.

2List the key items that must be transferred.

3Copy the checklist into your task manager or team note.

Handoff typeCurrent ownerReceiving ownerChecklist items

Handoff ready

Client handoff

From Account manager to Implementation lead

Handoff Checklist
Handoff type: Client handoff
Current owner: Account manager
Receiving owner: Implementation lead

Checklist:
- Confirm scope status
- Share latest files and links
- Review pending approvals
- Log open risks and next steps

Exports for this tool