Project handover checklist template (free)

The checklist

01Goal and current state: what the project is for and where it stands today, in three sentences.
02New owner: who owns it from today, and until when the previous owner can still answer questions.
03Deadlines and milestones: every date that matters, written as a date, not as “next week”.
04Decisions already made: what was agreed, who agreed it, and why, so nobody reopens it.
05Open questions and blockers: what is still undecided and who is waiting on whom.
06Key people: client contacts, who signs off, and who on your side does what.
07Contract, budget and scope: the contract number, what is in scope and what needs a change request.
08Files: only the final versions, each with one line saying what it is.
09Access: folders, tools and channels the new owner needs. Ask for access; never paste passwords.
10Unwritten promises: anything you told the client that is not in an email or a contract.
11Risks: what could go wrong next, and the early sign to watch for.
12Next step and confirmation: the very next action, and how the new owner confirms they have taken over.

Goal: run the Nordlit launch. The kick-off agenda is drafted and the client notes are summarised.
New owner: James from today; Mark answers questions until Friday.
Deadlines: kick-off Fri 16 Oct; launch plan approved by the end of October.
Decisions: the scope in launch-brief.pdf is agreed with the client.
Open: which markets come second; the press date.
People: Lina K., CFO, decides at Nordlit; Rachel handles the contract.
Contract and budget: contract No. 2026-118; budget €12,400 (changed from €12,000 by Rachel).
Files: launch-brief.pdf, contract.pdf (final versions).
Access: the Nordlit space in Colle and the shared drive folder.
Unwritten promises: a short status note to the client every Friday.
Risks: the press date slips if the second markets are not chosen by the 30th.
Next step: send the agenda to the client by Wednesday; James accepts the handoff to confirm.

10 pilot spots

We're looking for 10 teams already using Claude or ChatGPT. 7 days free, set up in one call, and a direct line to the people building Colle.