Project Handover Template

Project handover form is used for the handover of the project to the client.

• You will use it in a situation where you need a formal confirmation of handover and acceptance of the result of the order
  
• The handover protocol serves as a signed document handing over the order to the client
• It is therefore proof that you, as a supplier, deliver the result of your work and that the customer accepts it
• So it can be an acceptance protocol at the same time.
• Confirmation takes place by signing a printed form
• The protocol form automatically fills in selected information from the order register, for example: name and surname, subject of the order
• It saves the result in pdf format, which you can then easily print

How to Prepare a Job Handover Form?

A handover form includes all key information needed by the person or team taking over your project or job. This could be a customer, another team, or an external partner. Typical scenarios include: handoff to a client, handoff to another department or vendor, transition to a new role or project, or ensuring coverage during your time off. Handover documentation helps align expectations, responsibilities, and deadlines for the person taking over. You should always define:

1. Set clear project goals and describe expected deliverables and due dates
2. Create a complete list of items being handed over (handover checklist), including files, tools, and access
3. Identify who is handing off and who is taking over, including owners, roles, and contact information

PDF template for job handover (printable)

If your company uses paperwork or needs a printable form, you can use this sample as a PDF template. It’s ideal when you still collect signatures on paper and want a form you can print quickly. You can easily edit the PDF template, print it, or send it by email. 

• The handoff receipt is available as one of the prebuilt printable forms in Aptien.  
• Confirmation is done by signing the printed form.
• The receipt form automatically fills selected details from your records, for example: full name and items handed off.
• The output is saved as a PDF file, which you can then easily print  
• You can customize the receipt to your company’s standards using the print layout designer.

How to use the PDF template

1. Use the template in the Jobs (Work Orders, Project) Organizer
2. This sample is ideal for project managers who need to smoothly hand off a project to another manager, team, or client.

You Can Edit the Project Handover Protocol Yourself

• You have the option to adapt the order handover protocol to the customs of your company using the print set designer
• In it, you can make your own adjustments, such as adding your company logo to the log header or making other changes as you need

Downloadable Project Transfer Protocol Forms (TBD)

• MS Word transfer protocol form for download
• PDF handover protocol form for download
• APTIEN transfer protocol form for download