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Project Handover Living Document Template  | Desktop And Mobile Views

BONUS: Read the project handover how-to guide.

UX Design Product Management Project Management

Project Handover Living Document Template

Used 6979 times | Updated May 15, 2024

The project handover document details all the necessary information someone would need in order to take over key responsibilities for completing a project. Handoff documents are useful when organizing a project handover to a client, different department or contractor, shifting to a different position or project, or making sure your responsibilities are covered while you’re away from the office.

  • Create a master checklist and information hub for all of your important projects.
  • Set clear expectations when handing a project off to a team member, client or external stakeholder.
  • Align everyone involved in completing a project and keep them updated throughout the process.
Use This Template

Xtensio is your team space for beautiful living documents.
Create, manage and share business collateral, easily.
Join the 375,214 changemakers.

Use This Template

Xtensio is your team space for beautiful living documents.
Create, manage and share business collateral, easily.
Join the 375,214 changemakers.


The project handover document details all the necessary information someone would need in order to take over key responsibilities for completing a project. Handoff documents are useful when organizing a project handover to a client, different department or contractor, shifting to a different position or project, or making sure your responsibilities are covered while you’re away from the office.

  • Create a master checklist and information hub for all of your important projects.
  • Set clear expectations when handing a project off to a team member, client or external stakeholder.
  • Align everyone involved in completing a project and keep them updated throughout the process.

BONUS: Read the project handover how-to guide.

UX Design Product Management Project Management

How to create a project handover with Xtensio

  • Click and start editing.
    Follow along with the instructional project handover details. Add charts, graphs, images, and videos to customize the report and make it your own. Drag & drop. Resize. It’s the easiest editor ever.
  • Customize everything in the project handover template to match your brand.
    Define your style guide. Add your (or your client’s) brand fonts and colors. You can even pull colors directly from a website to easily brand your project handover docs and more.
  • Work on your project handover together on the cloud.
    Add colleagues (or clients) to collaborate on the project handover doc. Changes automatically save and sync across all devices, in real-time.
  • Share a link. Present a slideshow. Embed. Download a PDF/PNG.
    The project handover document seamlessly adapts to your workflow. No more jumping from tool-to-tool to design different types of deliverables.
  • Reuse and repurpose.
    Save your own custom project handover templates. Or copy and merge into other documents.
Do Not Forget

Follow along step-by-step with the project handover how-to guide.

What is a project handover document?

The project handover details all the necessary information someone would need in order to take over key responsibilities for completing a project. These reports are useful in multiple cases:

  • Organizing a project handover to a client.
  • Handing off a project to a different department or contractor.
  • Shifting to a different position or project.
  • Ensuring your responsibilities are covered while you’re away from the office.

How do you write a project handover report?

Here’s a good project handover checklist to follow as you’re filling out the template:

  1. Identify and manage key stakeholders, including both your team and the group who will be taking the project over.
  2. Define a clear date that the handover will take place.
  3. Clearly communicate the key details, tasks and deliverables for the project.
  4. Outline potential risks and roadblocks beforehand so change management issues can be handled efficiently.
  5. Develop appropriate training and guidance for the group taking over the project, or ensure that the handover notes include thorough instructions.
Project Handover Living Document Template | Desktop And Mobile Views
Use The FREE Project Handover Living Document Template

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  • Click and edit anything… together.
  • Customize to match your branding.
  • Share with a link, present, embed or download.

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