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Action Item | Assigned Person | Comment/Link | Done? | ||||||||||
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Define the Scope | |||||||||||||
Create a summary of handover scope. |
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State what's outside of the handover scope. |
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Inventory and Documentation | |||||||||||||
Prepare a summary of tools/technologies used. |
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Ensure all documentation is up-to-date. |
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Access Details | |||||||||||||
Transfer critical system/application logins. |
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Update access list post-handover. |
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Ensure secure credential transfer. |
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Ongoing Tasks and Responsibilities | |||||||||||||
Document in-progress tasks. |
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List any impending deadlines. |
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Document recurrent or routine tasks. |
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Identify unfinished tasks for the next tender. |
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Training Sessions | |||||||||||||
Identify areas needing live demos/walkthroughs. |
| List complex processes/tools requiring in-depth training. | |||||||||||
| Document available training sessions/recordings. |
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List available onboarding materials. |
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Check if materials are in existing learning resources. |
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Review Current Issues & Challenges | |||||||||||||
List outstanding bugs or unresolved tickets. |
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Document recurring/inherent challenges. |
| Discuss potential effects of further development on created modules. |
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Environment Details | |||||||||||||
List number of environments (dev, test, prod). |
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Document differences between coreMIS and demo instances. |
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Detail environment-specific configurations/settings. |
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Describe deployment management and responsibilities. |
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Feedback Mechanism | |||||||||||||
Define post-handover communication methods. |
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Detail the ticketing system and points of contact. |
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Wrap-Up Meeting | |||||||||||||
Address receiving team's concerns. |
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Ensure access to necessary resources/contacts post-handover. |
| Formal Sign-Off | Define handover completion criteria. |
| Address any required legal/formal agreements. |
| Follow-Up | Schedule first follow-up post-handover. |
| Define metrics/indicators for handover success. |
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Additional information about points
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What concerns does the receiving team have that haven't been addressed yet?
Are there resources or contacts they need access to, post-handover?
10. Formal Sign-Off:
What constitutes a complete handover for both parties?
Are there any legal or formal agreements needed to finalize the handover?
11. Follow-Up:
When should the first follow-up occur post-handover?
What metrics or indicators will be used to measure the success of the handover?