Project handoff note template
Hand a project to a teammate, a contractor or yourself after a break, with everything they need to keep it moving.
When to use it
- Before a vacation or leave
- When a project moves to another person or team
- When a client project goes from sales to delivery
The template
Handoff: [project name], from [you] to [them], [date] Where it stands [one or two sentences on the current state] Next 3 things to do 1. [task] by [when] 2. [task] by [when] 3. [task] by [when] People - [name], [role]: [what they need from you or what to ask them] Where things are - [file, folder or tool]: [what's in it] Watch out for - [risk, promise made or sensitive point] I'm reachable for questions until [date] at [how].
Filled in
The same template for a fictional team.
Handoff: Brightwell website, from Ana to Leo, Oct 25 Where it stands Homepage layouts are approved. The menu page is built and waits for the client's prices. Next 3 things to do 1. Add the menu prices when Sam sends them (expected Wednesday). 2. Send Sam the menu page preview by Friday. 3. Book the launch call for the week after. People - Sam, owner at Brightwell: approves everything; prefers short emails. - Priya, their photographer: sends the shoot photos next week. Where things are - Design file: Brightwell / Website v2. - Copy: the shared doc 'Brightwell site copy'. Watch out for - We promised the menu page goes live before the logo refresh. I'm reachable for questions until Nov 1 by email.
Tips
- Write the next three tasks, not the whole history. The rest is in the files.
- List the promises already made. They're what gets dropped in a handoff.
- Say until when and how you can still be asked questions.
More templates
Jaymini's AI Teammates write these from your meetings and tools, and wait for your OK before anything is sent. The app is built but not open yet.