Project Handover [Template]

Project Title: <add project name>

Plan created by: <add your name>

Date: <add date>

Summary

Goals:

Outline the objective of each project, including any target metrics you're tracking.

Risks:

Add context on any potential downfalls or backstops for each effort.

Hypothesis/Assumptions:

What assumed knowledge are you operating on? Does it come from any previous successes?

Other details:

Add external links or other project details as needed.

Roles

What different roles are involved in the project, and what are their expectations? Roles might be a project manager, contributor, stakeholder, etc.

Role 1: <Title>

• Assigned to:

• Start date:

• End date:

• Notes:

Role 2: <Title>

• Assigned to:

• Start date:

• End date:

• Notes:

Role 3: <Title>

• Assigned to:

• Start date:

• End date:

• Notes:

Role 4: <Title>

• Assigned to:

• Start date:

• End date:

• Notes:

Tasks

Make sure to be clear about the steps in each task. We recommend breaking larger processes into phases. Use Scribe to auto-generate and populate your guides for each process.

Task 1: <Name>

Write a brief overview here.

Phase 1: <Name>

Here is an example of a Scribe you could add to show how the work is done.

Phase 2: <Name>

Here is a placeholder Scribe that you can replace with your own workflow.

Task 2: <Name>

Write a brief overview here.

Phase 1: <Name>

You can continue to build as many tasks and phases as needed.

Training

Use this section to link to any resources or training programs required for this effort.

Resource 1: <Name of resource>

You can also add any video walkthroughs or demos from Youtube, Gong, Loom or more. Here's an example that you can replace.

Resource 2: <Name of Resource>

You can link to other training materials or Scribes.

Resource 2: <Name of Resource>

You can link to other training materials or Scribes.

If you need more information on how to use this template, check out the Scribe below.