Project Handover [Template] | Scribe

    Project Handover [Template]

    Project Title: <add project name>

    Plan created by: <add your name>

    Date: <add date>

    Summary

    Goals:

    Outline the objective of each project, including any target metrics you're tracking.

    Risks:

    Add context on any potential downfalls or backstops for each effort.

    Hypothesis/Assumptions:

    What assumed knowledge are you operating on? Does it come from any previous successes?

    Other details:

    Add external links or other project details as needed.

    Roles

    What different roles are involved in the project, and what are their expectations? Roles might be a project manager, contributor, stakeholder, etc.

    Role 1: <Title>

    • Assigned to:

    • Start date:

    • End date:

    • Notes:

    Role 2: <Title>

    • Assigned to:

    • Start date:

    • End date:

    • Notes:

    Role 3: <Title>

    • Assigned to:

    • Start date:

    • End date:

    • Notes:

    Role 4: <Title>

    • Assigned to:

    • Start date:

    • End date:

    • Notes:

    Tasks

    Make sure to be clear about the steps in each task. We recommend breaking larger processes into phases. Use Scribe to auto-generate and populate your guides for each process.

    Task 1: <Name>

    Write a brief overview here.

    Phase 1: <Name>

    Here is an example of a Scribe you could add to show how the work is done.

    How to create step-by-step guides with Scribe

    Phase 2: <Name>

    Here is a placeholder Scribe that you can replace with your own workflow.

    Click to replace with a Scribe

    Task 2: <Name>

    Write a brief overview here.

    Phase 1: <Name>

    You can continue to build as many tasks and phases as needed.

    Click to replace with a Scribe

    Training

    Use this section to link to any resources or training programs required for this effort.

    Resource 1: <Name of resource>

    You can also add any video walkthroughs or demos from Youtube, Gong, Loom or more. Here's an example that you can replace.

    Resource 2: <Name of Resource>

    You can link to other training materials or Scribes.

    Click to replace with a Scribe

    Resource 2: <Name of Resource>

    You can link to other training materials or Scribes.

    Click to replace with a Scribe

    If you need more information on how to use this template, check out the Scribe below.

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