---
title: Handover Checklist
description: "A project ends, a process lives on. This checklist makes sure your Process Owner gets everything needed to run the new standard without you. Watch the short video, then work with the toolkit PDF: it explains the method, shows a…"
url: "https://skillagility.com/en/resources/handover-checklist/"
updated: "2026-10-08"
category: 05 CLOSURE
---

# Handover Checklist

A project ends, a process lives on. This checklist makes sure your Process Owner gets everything needed to run the new standard without you. Watch the short video, then work with the toolkit PDF: it explains the method, shows a worked example and gives you a blank template to fill in.

Tool video

The short tool video will appear here.

[Handover-Checklist_Toolkit_EN](https://skillagility.com/wp-content/plugins/embedpress/assets/pdf/web/viewer.html?&file=https%3A%2F%2Fskillagility.com%2Fwp-content%2Fuploads%2F2026%2F10%2FHandover-Checklist_Toolkit_EN.pdf#key=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)

## Handover Checklist in short

1. **Build the encyclopedia.** Final SOPs, Control Charts, Control Plan and TPM checklists in one place.
2. **Complete the training record.** A clear list of who is qualified to run the new process.
3. **Name the Golden Keys.** Live document, red button, support line: the three things the owner must know.
4. **Hold the owner meeting.** Walk through the Control Plan. The owner formally accepts it.
5. **Agree a support period.** Who helps, and for how long, while the owner runs solo.

Key points

- One place for all documents.
- Proof of who is trained.
- Three Golden Keys.
- A formal yes from the owner.

**Related tools:** [Control Plan](https://skillagility.com/en/resources/control-plan/) · [Standard Operating Procedure (SOP)](https://skillagility.com/en/resources/standard-operating-procedure/) · [After Action Review](https://skillagility.com/en/resources/after-action-review/)