Rule #59
Do you know how to handover a project?
  v10.0 Posted at 20/07/2011 5:19 PM by system
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.

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
    • 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

From: Andy
To: Gracia
Subject: SSW - Northwind handover

Done

  • Confirm outstanding tasks

    Nothing.

  • Confirm planned tasks

    Get release 43 out.

  • Confirm location
    • Source control

      Nothing

    • Data storage

      file://server/DataSSW/SSWProducts/Northwind

    • Deployment

      Make a build by using WISE
      Test: seadragon
      Production: squirrel

    • Failure & Recovery

      Do not work on the Master folder, work on local machine. If it has some issue, grab the file from master folder.
      Always backup master folder’s file before uploading the changes to the master folder

  • Update the Employee Responsibilities in SSW intranet

    TODO

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

From: Andy
To: Gracia
Subject: SSW - Northwind Handover

DONE - As per our meeting the handover has been completed to my satisfaction

 

  • Confirm outstanding tasks

    Nothing.

  • Confirm planned tasks

    Next release is Release 43.
    The aim of this release is to improve the reporting available from the management module with chart reports
    Query = tfs\Northwind\Work Items\Team Queries\All Work Items - R43 - Management Module Reporting

    Backlog is in TFS.
    Query = tfs\Northwind\Work Items\Team Queries\All Work Items - Backlog

  • Confirm location
    • Source control

                      file://tfs.ssw.com.au/tfs/Northwind

    • Data storage

      file://server/DataSSW/SSWProducts/Norwind

    • Deployment
      • Make a build by using WISE
      • Test db to connect to:

        server: seadragon
        database: SSWNorthwind_test

      • Production db to connect to:

        server: squirrel
        database: SSWNorthwind 

    • Failure & Recovery

      Do not work on the Master folder, work on local machine. If it has some issue, grab the file from master folder.
      Always backup master folder’s file before uploading the changes to the master folder.
      If a problem occurs restore the backup of the master folder and restart

  • Update the Employee Responsibilities in SSW intranet

    DONE

  • Complete Handover
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:
http://rules.ssw.com.au/Communication/RulesToBetterEmail/Pages/HandOverTask.aspx

 


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