Fieldstead Advisory
Working material

Project handoff worksheet

Record what is ready and what the receiving team still needs.

Start with the agreed brief and the first task. The worksheet helps the sender and receiving team distinguish a ready project from one that can begin only in part.

Questions to answer

Which version did the client accept? What must be supplied, who approves it and which dates are commitments? Check the people and client material needed for the first stage.

Name the receiver and record their response. If the work comes back, identify what is missing. If part can begin, record the outstanding input and the person following up.

Try the sheet on recent briefs before introducing it more widely. Keep the questions that affect readiness. Download the handoff worksheet