Project Handover [Template] | Scribe

    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.

      How to create step-by-step guides with Scribe

      Phase 2: <Name>

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

      Click to replace with a Scribe

      Task 2: <Name>

      Write a brief overview here.

      Phase 1: <Name>

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

      Click to replace with a Scribe

      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.

      Click to replace with a Scribe

      Resource 2: <Name of Resource>

      You can link to other training materials or Scribes.

      Click to replace with a Scribe

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