Ocassionally project managers transition out from a project due to relocation to another business area, termination or incompatiable skill set. So what are some of the items that the new project manager needs to check and receive from the departing project manager? The list below is what I have found the most important artifacts to enable a smooth transition.
Both departing and onboarding project managers should schedule a meeting to review these pieces of information, and then a followup meeting with the stakeholder to ensure all expectations are clear.
- Project charter
- Latest status report
- Open items punch list / issue list
- Progress Map (where does the project fit on the lifecycle of a typical project)
- Team / Stakeholder roster
- Approvals Matrix (list of approvers and evidence of approvals
