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Project Handover Framework / Checklist

Description

Introduce project handover framework - checklist for getting the project from previous project manager. The best practice: to have all of this information updated in one place and begin to gather it from the first day of your work.

What to handover?

  1. Product/Project Overview

    • Functional and non-functional requirements
    • Use Cases
    • Development Metrics
  2. Team

    • List of team members
    • Feedback from management
    • Feedback from HRs
    • Personal development plans
    • Vacation plans
    • Education plans
    • Succession chart
  3. Design

    • Software Architecture and Strategy
    • Data Model (ER)
    • 3rd party products and interfaces
    • Communications Strategy
    • Languages and Scripts
    • User Interface
    • Design Constraints
    • Performance
    • Access, Roles and Authentication
    • Reporting
  4. Development Tools

    • Development Environment
    • Version Control System (VCS)
    • Bugtracker
    • Code Analysing
    • Continuous Integration Tool
    • Wiki
    • Automatic documentation building
  5. Source Code

    • Coding Conventions and Guidelines
    • Solution Structure
    • Dependencies
    • Code quality
    • Complexity
    • Exception Handling
    • Logging
    • Comments
    • VCS strategy (e.g. gitflow)
  6. Build and Release Management

    • Build types
    • CI/CD
    • Release and patch strategy
  7. QA

    • Unit testing and code-coverage
    • Integration and API Testing
    • Load Testing
    • Build Verification Testing
    • UI Testing
    • Manual Functional Testing
    • Quality gates
  8. Deployment

    • Environments: DEV, QA, UAT, STAGING, PROD
    • SaaS / Hosted / On-Premise
    • Security checking
  9. Documentation

    • User Guide
    • Developer Guide
    • Setup Guide
    • Integrations Description (API, RAML, Swagger links)
  10. Project management

    • Project History (Kickoff meeting presentation, meeting meenutes etc)
    • Stakeholders
    • SDLC Description
    • Project Charter
    • Key customers
    • Roadmap
    • Project plan and task tracker
    • Risk Management
    • Communication Management
    • Assumptions and constraints
    • RACI
    • Reporting, Weekly status reports
    • Common/Recurring Tasks
  11. System Administration

    • Accounts and logins
    • Installed programs/packages
    • 3rd party interfaces/equipment
    • Required Licenses & Maintenance agreements
    • Cron jobs
    • Port Mapping and Firewalls
    • System Administrator / DevOps Contacts
  12. Maintenance

    • SLA
    • Disaster Recovery Plan
    • Change Management
    • Service Desk, incident escalation policies
    • Product Support flow
    • Monitoring
    • Logging
  13. Contract and Budget

    • Contracts, Invoices, Promises
    • Suppliers and thier contacts
    • Vendors and thier contacts
    • Timesheets management policy

What to read?

Michael D. Watkins. The First 90 Days: Proven Strategies for Getting Up to Speed Faster and Smarter, Updated and Expanded. Link

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