Free checklist template · Word

Project Handover Checklist

A project handover checklist transfers ownership of a live project from a departing project lead or team member to a new owner. It checks that scope, schedule, budget, risks, vendors, documentation and stakeholder relationships are all handed over so the project does not slip.

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[Company Logo][Company Name]

PROJECT HANDOVER CHECKLIST

Project Name / Code:: [Project Name] / [Project Code]
Outgoing Owner:: [Employee Name]
Incoming Owner:: [Successor Name]
Handover Date:: [Date]

Scope and schedule

Signed scope / statement of work shared
Current project plan with milestone status
Change requests approved and pending
Upcoming deliverables in the next 30 days listed

Commercials

Budget versus actuals reviewed
Open purchase orders and pending vendor invoices
Client billing milestones and invoices raised
Approval authority transferred

Risks and issues

RAID log updated and walked through
Top three risks discussed with mitigation
Escalations in progress explained

Team and vendors

Team roles and allocation shared
Vendor and subcontractor contacts introduced
Contract end dates and SLAs noted

Documentation and tools

Requirement, design and test documents located
Repository, project tool and drive admin rights transferred
Environment and deployment details handed over through IT
Meeting minutes and decision log available

Stakeholders

Joint meeting held with client / sponsor on [DD/MM/YYYY]
Governance calendar and status report schedule shared
Distribution lists updated

Items the outgoing owner will complete before exit
Open points after handover
Sponsor remarks

Outgoing Owner
[Employee Name]
Date: [Date]

Incoming Owner
[Successor Name]
Date: [Date]

Project Sponsor
[Name]
Date: [Date]

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What this template includes

Project identification and new owner
Scope, plan and milestone status
Budget, purchase orders and invoices
RAID log: risks, assumptions, issues, dependencies
Vendor and subcontractor handover
Documentation and code or design repositories
Stakeholder introduction and governance calendar

When to use it

A project manager or tech lead resigns mid-project
A project is moving to a new team or vendor
Delivery passes from implementation to support
A client asks for confirmation of continuity after a key person leaves

How to customise this template

1Use one checklist per project
2Add technical items such as environments, deployments and credentials for IT projects
3Add site, material and safety items for construction or plant projects
4Hold a formal handover meeting and record the date

HR tips

Introduce the new owner to the client in a joint meeting
Hand over the risk log, not just the plan
Confirm that repository and tool admin rights have moved
Agree what the leaver will finish versus what the new owner takes

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Frequently asked questions

What is included in a project handover?+

Usually the project plan and status, budget, risks and issues, vendor contracts, documentation, repositories and stakeholder contacts, plus a formal meeting to transfer ownership.

Who should sign the project handover checklist?+

The outgoing project owner, the incoming owner and the project sponsor or delivery head.

Should the client be informed when a project manager leaves?+

Yes, in a planned way. Introducing the new owner early protects the relationship and reduces delivery risk.

All 50 resignation, exit & full-and-final settlement →

[Company Logo][Company Name]

CLIENT HANDOVER CHECKLIST

Outgoing Account Owner:: [Employee Name]
New Account Owner:: [Successor Name]
Date:: [Date]

Client Summary

Client Name	Annual Revenue (₹)	Contract Renewal	Decision-Maker	Introduction Date
[Client 1]	[Amount]	[DD/MM/YYYY]	[Name, Title]	[DD/MM/YYYY]
[Client 2]	[Amount]	[DD/MM/YYYY]	[Name, Title]	[DD/MM/YYYY]
[Client 3]	[Amount]	[DD/MM/YYYY]	[Name, Title]	[DD/MM/YYYY]

For each client

Account history and relationship notes updated in CRM
Contract, rate card and discount approvals shared
Open orders, proposals and quotes listed
Outstanding receivables and ageing reviewed with Finance
Open complaints or service issues explained
Verbal commitments made to the client recorded in writing
Client-side contacts for operations, finance and approvals listed

Transition

Checklist · Word

Client Handover Checklist

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[Company Logo][Company Name]
EMPLOYEE EXIT CHECKLIST
Employee Name:
[Employee Name]
Last Working Day:
[Last Working Day]
This checklist helps you complete your exit from [Company Name] smoothly. Tick each item as you finish it and contact [HR Name] at [HR Email] for help.
1. Right after resigning
- Submit signed resignation letter or HRMS request
- Receive acknowledgement or acceptance with confirmed last working day
- Agree the handover plan and successor with your manager
- Request notice waiver in writing, if needed
2. During the notice period
- Prepare a handover note covering tasks, contacts, passwords process and files
- Hold walkthrough sessions with your successor
- Submit pending travel and expense claims
- Clear any salary advance or loan as agreed with Finance
- Submit investment proofs for tax calculation in final salary
- Update your personal email, address and nominee details with HR
Checklist · Word
Employee Exit Checklist
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[Company Logo][Company Name]
HR EXIT CHECKLIST
Employee Name / ID:
[Employee Name] / [Employee ID]
Last Working Day:
[Last Working Day]
A. On receipt of resignation (owner: HR Executive)
- Log resignation in HRMS with date received
- Send acknowledgement within one working day
- Inform reporting manager and department head
- Confirm notice period and compute last working day
- Issue acceptance letter after approval
- Raise backfill requisition if approved
B. During notice (owner: HR Business Partner)
- Share notice period guidelines and employee exit checklist
- Issue exit clearance form to employee
- Notify IT and Admin of LWD and access cut-off
- Schedule exit interview
- Collect leave balance and attendance for the final month
- Process notice waiver or extension requests
C. On last working day (owner: HR Executive)
Checklist · Word
HR Exit Checklist
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[Company Logo][Company Name]
MANAGER EXIT CHECKLIST
Leaving Employee:
[Employee Name]
Manager:
[Reporting Manager]
Last Working Day:
[Last Working Day]
Within 48 hours of resignation
- Meet the employee privately to understand the decision
- Inform HR and agree whether a retention discussion is appropriate
- Agree the last working day in line with notice terms
- Identify business risks from this exit (clients, deadlines, knowledge)
Handover planning
- Nominate successor or interim owner for each responsibility
- Ask the employee for a written handover document by [Date]
- Schedule knowledge-transfer sessions and attend at least one
- Collect process notes, templates and SOPs owned by the employee
- Confirm location of all files on company drives
Stakeholders and team
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Manager Exit Checklist
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[Company Logo][Company Name]

IT EXIT CHECKLIST

Employee Name / ID:: [Employee Name] / [Employee ID]
Last Working Day:: [Last Working Day]
Ticket No.:: [Reference Number]

1. Hardware recovery

Asset	Serial / Asset Tag	Condition	Recovery (₹)
Laptop and charger	[Serial No.]	[Good / Damaged]	[Amount]
Mobile phone / SIM	[Serial No.]		[Amount]
Data card / dongle / headset	[Serial No.]		[Amount]
Security token / smart card	[Serial No.]		[Amount]

2. Data and email

Back up work files and transfer to [Reporting Manager]
Set auto-reply naming the new contact
Delegate or forward mailbox to manager for [number] days
Transfer ownership of cloud drive files and shared folders
Archive mailbox as per retention policy

3. Access revocation

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IT Exit Checklist

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[Company Logo][Company Name]

KNOWLEDGE TRANSFER CHECKLIST

Leaving Employee:: [Employee Name]
Successor:: [Successor Name]
KT Period:: [DD/MM/YYYY] to [DD/MM/YYYY]

1. KT Session Plan

Topic	Session Date	Duration	Notes Location
[Core process 1]	[DD/MM/YYYY]	[Hours]	[Link / Folder]
[Core process 2]	[DD/MM/YYYY]	[Hours]	[Link / Folder]
[Tools and systems]	[DD/MM/YYYY]	[Hours]	[Link / Folder]
[Stakeholders and escalations]	[DD/MM/YYYY]	[Hours]	[Link / Folder]

2. Documentation

Step-by-step notes for each core process
Known issues, workarounds and their causes
Recurring calendar: daily, weekly, monthly, quarterly and annual tasks
Reports produced, recipients and data sources
Location of templates, trackers and reference files

3. Tacit knowledge

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Knowledge Transfer Checklist

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[Company Logo][Company Name]

HANDOVER DOCUMENT

Prepared by:: [Employee Name], [Designation]
Handed over to:: [Successor Name]
Date:: [Date]

1. Role Summary

[Two to four lines describing the purpose of the role, main outputs and who it serves.]

2. Open Work

Task / Project	Current Status	Next Step	Deadline	Priority
[Task]	[Status]	[Next step]	[DD/MM/YYYY]	[High / Medium / Low]
[Task]	[Status]	[Next step]	[DD/MM/YYYY]	[High / Medium / Low]
[Task]	[Status]	[Next step]	[DD/MM/YYYY]	[High / Medium / Low]

3. Recurring Responsibilities

Report · Word

Handover Document

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[Company Logo][Company Name]
EMPLOYEE SEPARATION CLOSURE CHECKLIST
Employee Name / ID:
[Employee Name] / [Employee ID]
Last Working Day:
[Last Working Day]
Closure Review Date:
[Date]
1. Payments
- Full and final settlement paid on [DD/MM/YYYY], reference [UTR Number]
- Gratuity paid or marked not applicable
- Pending reimbursements settled
- Recoverable amount, if any, received or decision recorded
2. Statutory
- Date of exit updated on EPFO portal
- ESIC exit updated, if covered
- Professional tax and labour welfare fund for final month remitted
- Form 16 issued or scheduled
- Statutory registers updated as applicable
3. Documents issued
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Employee Separation Closure Checklist
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Project Handover Checklist

Preview of the checklist

Scope and schedule

Commercials

Risks and issues

Team and vendors

Documentation and tools

Stakeholders

What this template includes

When to use it

How to customise this template

HR tips

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Frequently asked questions

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