Rules

Secret ingredients to quality software

Do you know how to handover a project?

Last updated by Brady Stroud [SSW] on 10 May 2021 05:17 am (5 months ago) See History

A common source of pain, is picking up a project without a decent/complete handover. To have a successful project you must navigate over the problem of changing resources/people leaving etc.

As soon as an employee has given their resignation notice, their manager should become responsible for ensuring a successful handover takes place.  Each project they were involved in should be reviewed and another employee with a matching skill set should be selected to receive the handover.  Handovers should be booked in for each project with both employees in attendance, as early as possible and with high priority.

Once the handover is complete, the resigning employee should no longer work on that project so that any gaps in knowledge can be covered ideally before their notice period expires.

Always ensure that you complete the following checklist and always send the email confirming the handover is complete.

Here are the 8 steps you should follow for a good handover.

  1. Confirm current tasks
  2. Confirm future tasks
  3. Confirm the primary contacts
  4. Do a code review
  5. Review the client portal
  6. Confirm location of info and procedures (hopefully, these are on a wiki or SharePoint document library)

    • Source control. Make sure there is no stale or old branches. Check out: Do you know when to branch in git?
    • Database
    • Documents
    • How to Build and Package
    • Testing Steps and users and passwords to access the test and staging servers
    • Deployment Steps
    • Servers and Passwords
    • Failure & Recovery Steps
  7. Test that the users, passwords, URLs and server details provided in the handover are correct by logging in with each
  8. Complete the Handover by sending an email with: As per our meeting the handover has been completed to my satisfaction

Figure Bad Example - This handover is incomplete and light on details

Figure: Good Example - This handover has lots of URLs and is complete

If you need to handover only a single task there are more details here: Do you know how to hand over tasks (aka Emails) to others?

Adam CoganAdam Cogan
Paul NeumeyerPaul Neumeyer

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