{"id":76927,"date":"2025-03-26T01:55:01","date_gmt":"2025-03-26T08:55:01","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=76927"},"modified":"2025-06-28T11:24:09","modified_gmt":"2025-06-28T18:24:09","slug":"project-handover-templates","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/project-handover-templates\/","title":{"rendered":"Free Project Handover Templates for Efficient Transitions"},"content":{"rendered":"\n<p>Want to know the number-one rule for saving time in your workday? Don\u2019t reinvent the wheel. Translation: Don\u2019t do the same task twice\u2014even if round two is completed by a separate individual.<\/p>\n\n\n\n<p>When projects get handed off between two or more people (let alone two or more departments), there\u2019s always a risk of duplicate tasks. And duplicate workloads carry zero benefits.<\/p>\n\n\n\n<p>Instead, both parties become frustrated because their time, talents, and energy could have been used elsewhere. And the project team or project manager gets lost in a frenzy of duplicate work.<\/p>\n\n\n\n<p>So, how do you avoid it?<\/p>\n\n\n\n<p>Simple: You craft the perfect project handover between parties, ensuring those working on a project in the future know precisely what was completed in the past. To do all of the above, you need a project handover template.<\/p>\n\n\n<div class=\"wp-block-ub-table-of-contents-block ub_table-of-contents\" id=\"ub_table-of-contents-a168b45d-cb0f-4692-91e0-a71ab611d3bb\" data-linktodivider=\"false\" data-showtext=\"show\" data-hidetext=\"hide\" data-scrolltype=\"auto\" data-enablesmoothscroll=\"false\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\"><div class=\"ub_table-of-contents-header-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-header\" style=\"text-align: left; \">\n\t\t\t\t<div class=\"ub_table-of-contents-title\"><\/div>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div><div class=\"ub_table-of-contents-extra-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column \">\n\t\t\t\t<ul style=\"\"><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/project-handover-templates\/#0-what-is-a-project-handover-template\" style=\"\">What is a Project Handover Template?<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/project-handover-templates\/#1-free-project-handover-templates-for-easy-transition\" style=\"\">Free Project Handover Templates for Easy Transition<\/a><ul><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/project-handover-templates\/#2-1-clickup-project-handover-template\" style=\"\">1. ClickUp Project Handover Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/project-handover-templates\/#3-2-clickup-project-handover-sop-template\" style=\"\">2. ClickUp Project Handover SOP Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/project-handover-templates\/#4-3-clickup-change-of-shift-report-template\" style=\"\">3. ClickUp Change of Shift Report Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/project-handover-templates\/#5-4-clickup-change-management-plan-template\" style=\"\">4. ClickUp Change Management Plan Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/project-handover-templates\/#6-5-clickup-employee-onboarding-template\" style=\"\">5. ClickUp Employee Onboarding Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/project-handover-templates\/#7-6-clickup-employee-onboarding-gantt-template\" style=\"\">6. ClickUp Employee Onboarding Gantt Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/project-handover-templates\/#8-how-to-choose-the-best-project-handover-template\" style=\"\">How to choose the best project handover template<\/a><\/li><\/ul><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/project-handover-templates\/#9-prevent-drops-in-productivity-with-project-handover-templates\" style=\"\">Prevent Drops in Productivity With Project Handover Templates<\/a><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"0-what-is-a-project-handover-template\">What is a Project Handover Template?<\/h2>\n\n\n\n<p>A project handover template outlines all the details of a project or role so it can be easily (as the name implies) handed off from one party to another.<\/p>\n\n\n\n<p>A project handover template outlines the <a href=\"\/blog?p=9436\">project scope<\/a>, deliverables, deadlines, <a href=\"\/blog?p=49006\">processes and procedures<\/a>, and other instructions in an easily digestible manner. The goal of a project handover checklist is two-fold:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>It prevents duplicate work and outlines all the project details that have yet to be done or have been done to reach project completion<\/li>\n\n\n\n<li>It saves the company (and your project manager) time and resources with a solid project handover document. Instead of having to schedule countless meetings to discuss the project handover process, key stakeholders can simply refer to the project handover notes<\/li>\n<\/ol>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-64517\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/06\/image17-1400x1027.png\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/06\/image17-1400x1027.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/06\/image17-300x220.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/06\/image17-768x563.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/06\/image17-1536x1126.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/06\/image17-700x513.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/06\/image17.png 1999w\" alt=\"Collaborating and editing in ClickUp Docs\" width=\"1400\" height=\"1027\">\n<figcaption class=\"wp-element-caption\">Collaborative detection and editing, adding comments, and embedding links within ClickUp Docs<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>The best project handover documents are concise, accurate, and collaborative\u2014allowing a smooth transition to take place. All handover notes should outline all project details, thereby preventing confusion between parties and duplicate workloads.<\/p>\n\n\n\n<p>According to a <a href=\"https:\/\/www.zippia.com\/advice\/virtual-meetings-zoom-survey\/\" target=\"_blank\" rel=\"noreferrer noopener\">survey by Zippia<\/a>, a site that updates jobseekers on company culture, 50% of employees have 1-3 hours of meetings per week, and 20% believe those meetings are a waste of time. By selecting the right project handover template, complete with all necessary information, tasks, and priorities for a project, you decrease the need for unnecessary meetings.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1-free-project-handover-templates-for-easy-transition\">Free Project Handover Templates for Easy Transition<\/h2>\n\n\n\n<p>The right project handover template prevents project roadblocks, outlines priorities, and <a href=\"\/blog?p=57766\">creates a contingency plan<\/a> for new or existing team members. Below, find seven must-try templates for project handovers in your organization.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"2-1-clickup-project-handover-template\">1. ClickUp Project Handover Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/ClickUp-Project-Handover-Template.png\" alt=\"ClickUp Project Handover Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/template\/doc\/kkmvq-6148184\/ac0541631f82f89\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\">Download This Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">ClickUp Project Handover Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>Handing off a project from one department to another? Ensure there\u2019s no missed opportunities with the use of <a href=\"https:\/\/clickup.com\/templates\/project-handover-kkmvq-6148184\">ClickUp\u2019s Project Handover Template<\/a>.<\/p>\n\n\n\n<p>This project handover report template can be personally branded to your company, allowing space for your company name, logo, tagline, and contact information at the top. To kick things off, write the project name and author (i.e., the person filling out the report), followed by a brief description of the project.<\/p>\n\n\n\n<p>From there, the template dives into all aspects of the project, preventing confusion across department lines. The \u201cHandover Participants\u201d section offers space for a photo, name, and role description of each collaborator on the project.<\/p>\n\n\n\n<p>The \u201cRequirements\u201d section offers a particularly handy timeline, where you list each task, the department responsible <em>for <\/em>that task, and the associated deadline for all actions required before a transition can take place. Finally, the \u201cTransition Tasks\u201d section allows team members or a project manager to log all completed activities for the project, thereby preventing duplicate work.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a class=\"cu-button cu-button--green\" href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-6148184\">Download This Template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"3-2-clickup-project-handover-sop-template\">2. ClickUp Project Handover SOP Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\">\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\">\n<div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width: 100%; height: auto;\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/09\/ClickUps-Continual-Improvement-SOP-Template.jpg\" alt=\"ClickUp Project Handover SOP Template\">\n<div class=\"cu-image-with-overlay__cta-wrap\"><a class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" href=\"https:\/\/clickup.com\/templates\/sop\/project-handover\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\" data-segment-section-model-name=\"imageCTA\" data-segment-track-click=\"true\">Download This Template<\/a><\/div>\n<\/div>\n<figcaption class=\"wp-element-caption\">ClickUp Project Handover SOP Template<\/figcaption>\n<\/figure>\n<\/div>\n<\/div>\n\n\n\n<p>Let\u2019s face facts: The people assigned to a project won\u2019t always stay the same. Employee turnover is a simply part of running a business. When you bring on new team members, you want to get them onboarded and up-to-speed as soon as possible.<\/p>\n\n\n\n<p>Using a <a href=\"\/blog?p=41925\">standard operating procedure (SOP) template<\/a> ensures new employees understand what to do and how to do it, within any given role. <a href=\"https:\/\/clickup.com\/templates\/sop-template-kkmvq-3031728\">ClickUp\u2019s Project Handover SOP Template<\/a> provides clear and consistent guidelines so all employees follow a standardized approach for completing tasks, thereby reducing the risk of error.<\/p>\n\n\n\n<p>To assist new employees on understanding their role and responsibilities, fill out the \u201cScope\u201d section with various aspects of their assigned tasks. Then, outline standardized processes in the \u201cProcedure\u201d section, complete with numbered steps and images (if helpful for the project team).<\/p>\n\n\n\n<p>Finally, give colleagues the tools they need to be successful by linking to necessary resources (such as folders, tasks, and\/or files) and filling out a frequently asked questions (FAQ) section.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a class=\"cu-button cu-button--green\" href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-3031728\">Download This Template<\/a><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-0156f433-8d03-4fe2-a2ed-13861b856821\">\n<p id=\"ub-styled-box-notification-content-\">Bonus Watch: Check how ClickUp can help manage important project documents and files with its knowledge management capabilities<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"ClickUp Knowledge Management\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/xjI98GHGU2o?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"4-3-clickup-change-of-shift-report-template\">3. ClickUp Change of Shift Report Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\">\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\">\n<div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width: 100%; height: auto;\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/09\/ClickUp-Change-of-Shift-Report-Template.jpg\" alt=\"ClickUp Change of Shift Report Template\">\n<div class=\"cu-image-with-overlay__cta-wrap\"><a class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" href=\"https:\/\/clickup.com\/templates\/change-of-shift-report-kkmvq-6109004\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\" data-segment-section-model-name=\"imageCTA\" data-segment-track-click=\"true\">Download This Template<\/a><\/div>\n<\/div>\n<figcaption class=\"wp-element-caption\">ClickUp Change of Shift Report Template<\/figcaption>\n<\/figure>\n<\/div>\n<\/div>\n\n\n\n<p>If you manage a group of employees who work in shifts, a handover document template could save countless hours per week. To prevent a lull in productivity as one shift ends and another begins, take advantage of <a href=\"https:\/\/clickup.com\/templates\/change-of-shift-report-kkmvq-6109004\">ClickUp\u2019s Change of Shift Report Template<\/a>.<\/p>\n\n\n\n<p>A change of shift project handover plan provides a detailed account of what took place over the course of the previous shift and outlines priorities for the upcoming shift. This handoff template could prove invaluable to virtually any hourly-based business, from hospitals and nursing homes to coffee shops and car-washing services.<\/p>\n\n\n\n<p>A change of <a href=\"https:\/\/clickup.com\/blog\/shift-report-templates\/\">shift report template<\/a> should be used on a daily basis\u2014excuse us, a multi-daily basis\u2014with the date, shift start and end times, location, and supervisor filled out at the top. If necessary, the \u201cEmployee Information\u201d section can be filled out so each team member provides their own report.<\/p>\n\n\n\n<p>From there, the \u201cShift Duties and Responsibilities\u201d section provides a detailed account of all tasks, subtasks, employee responsibilities, and the status of each task, so each colleague knows their top priorities when they clock in. Lastly, utilize the \u201cChallenges and Recommendations\u201d section to discuss any roadblocks for the day\u2019s tasks.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a class=\"cu-button cu-button--green\" href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-6109004\">Download This Template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"5-4-clickup-change-management-plan-template\">4. ClickUp Change Management Plan Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\">\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\">\n<div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width: 100%; height: auto;\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/09\/ClickUp-Change-Management-Plan-Template.png\" alt=\"ClickUp Change Management Plan Template\">\n<div class=\"cu-image-with-overlay__cta-wrap\"><a class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" href=\"https:\/\/clickup.com\/templates\/change-management-simple-plan-t-211271992\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\" data-segment-section-model-name=\"imageCTA\" data-segment-track-click=\"true\">Download This Template<\/a><\/div>\n<\/div>\n<figcaption class=\"wp-element-caption\">ClickUp Change Management Plan Template<\/figcaption>\n<\/figure>\n<\/div>\n<\/div>\n\n\n\n<p>A good manager makes the entire organization run more efficiently\u2014assigning tasks, delegating responsibilities, and setting priorities for the rest of the team. Company supervisors oversee all <a href=\"\/blog?p=56106\">aspects of change management<\/a>\u2014adapting to shifting priorities, transitioning projects, and even employee turnover.<\/p>\n\n\n\n<p>Set managers up for success with <a href=\"https:\/\/clickup.com\/templates\/change-management-simple-plan-t-211271992\">ClickUp\u2019s Change Management Plan Template<\/a>. The out-of-the-box template divides the project transitions into three phases (although this can be expanded to fit your unique organization or project team).<\/p>\n\n\n\n<p>Under Phase 1, managers identify which changes are needed to prepare for a project transition. Under phase 2, managers move the project from one department to another, identifying a communication plan, major events, and a resistance management plan. Lastly, Phase 3 collects stakeholder feedback, celebrates wins, and identifies gaps for future transitions.<\/p>\n\n\n\n<p>With <a href=\"https:\/\/clickup.com\/features\/automations\">100+ pre-built Automations<\/a> to choose from, this <a href=\"\/blog?p=57863\">change management template<\/a> helps automatically assign tasks, post comments, and move statuses, saving precious time in the workweek.<\/p>\n\n\n\n<p>Plus, the template equips managers for keeping each project on-task with an easy-to-understand color-coded system, a <a href=\"https:\/\/clickup.com\/features\/table-view\">Table view with columns<\/a> for all relevant information, and progress bars for various steps.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a class=\"cu-button cu-button--green\" href=\"https:\/\/app.clickup.com\/signup?template=t-211271992\">Download This Template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"6-5-clickup-employee-onboarding-template\">5. ClickUp Employee Onboarding Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\">\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\">\n<div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width: 100%; height: auto;\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/01\/Employee-Onboarding-Template-by-ClickUp.png\" alt=\"ClickUp Employee Onboarding Template\">\n<div class=\"cu-image-with-overlay__cta-wrap\"><a class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" href=\"https:\/\/clickup.com\/templates\/employee-onboarding-t-48349788\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\" data-segment-section-model-name=\"imageCTA\" data-segment-track-click=\"true\">Download This Template<\/a><\/div>\n<\/div>\n<figcaption class=\"wp-element-caption\">ClickUp Employee Onboarding Template<\/figcaption>\n<\/figure>\n<\/div>\n<\/div>\n\n\n\n<p>When hiring a new employee, you want the individual to contribute to company projects as soon as possible. Unfortunately, a lack of planning could delay the onboarding process by weeks (if not months).<\/p>\n\n\n\n<p>To shorten the onboarding process and increase the productivity of new employees, leverage <a href=\"https:\/\/clickup.com\/templates\/employee-onboarding-t-48349788\">ClickUp\u2019s Employee Onboarding Template<\/a>. This template provides a detailed workflow beginning with an employee\u2019s first day on the job. The itemized list breaks down the onboarding process into weekly priorities, allowing the new team members to check off each task as they go.<\/p>\n\n\n\n<p>This new employee progress report can easily be customized to fit your unique company or department. Consider expanding on each task by adding subtasks (for example: the \u201cFill out HR documents\u201d task includes subtasks for health benefits, 401(k) contribution, and tax deductions). Or add attachments, supervisor sign-offs, deadlines, or notes to make the onboarding process run as smoothly as possible.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a class=\"cu-button cu-button--green\" href=\"https:\/\/app.clickup.com\/signup?template=t-48349788\">Download This Template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"7-6-clickup-employee-onboarding-gantt-template\">6. ClickUp Employee Onboarding Gantt Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\">\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\">\n<div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width: 100%; height: auto;\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/ClickUp-Employee-Onboarding-and-Engagement-Survey-template-.png\" alt=\"ClickUp Employee Onboarding Gantt Template\">\n<div class=\"cu-image-with-overlay__cta-wrap\"><a class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" href=\"https:\/\/clickup.com\/templates\/employee-onboarding-t-127240584\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\" data-segment-section-model-name=\"imageCTA\" data-segment-track-click=\"true\">Download This Template<\/a><\/div>\n<\/div>\n<figcaption class=\"wp-element-caption\">ClickUp Employee Onboarding Gantt Template<\/figcaption>\n<\/figure>\n<\/div>\n<\/div>\n\n\n\n<p>A successful onboarding process isn\u2019t reliant on just getting the new hire up-to-speed. It\u2019s also reliant on all team members\u2014even those who have worked for the company for years\u2014working together as one, productive unit.<\/p>\n\n\n\n<p>It truly takes a village to set up a new employee for success, with employees from HR, legal, and security teams working in tandem. Therefore, the handover process and overall knowledge transfer to a new hire must be overseen at the director or executive level\u2014which is precisely where <a href=\"https:\/\/clickup.com\/templates\/employee-onboarding-t-127240584\">ClickUp\u2019s Employee Onboarding Gantt Template<\/a> comes into play.<\/p>\n\n\n\n<p>This <a href=\"\/blog?p=67777\">template creates a streamlined transition plan<\/a> for new employees at the organizational level. With the Gantt chart, each department (i.e., human resources, legal, security, and training) is given its own folder, with tasks delegated to each employee. Each individual is given their own progress bar, offering a high-level overview of completed <a href=\"\/blog?p=46421\">project deliverables.<\/a><\/p>\n\n\n\n<p>For example, a human resources manager might be responsible for completing background checks, filling out an I-9 form, verifying the new employees\u2019 government ID, and filing necessary benefits forms. Meanwhile, someone from the security or tech department will be responsible for setting up the new hire\u2019s login, their time-tracking application, and their keycard access.<\/p>\n\n\n\n<p>With such a detailed template at your disposal, you prevent duplicate work while offering maximum support to new team members.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a class=\"cu-button cu-button--green\" href=\"https:\/\/app.clickup.com\/signup?template=t-127240584\">Download This Template<\/a><\/div>\n\n\n\n<p><strong><em>Bonus: <a href=\"\/blog?p=234342\">Construction Project Handover Templates<\/a>!  <\/em><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"8-how-to-choose-the-best-project-handover-template\">How to choose the best project handover template<\/h3>\n\n\n\n<p>A successful project handover template decreases confusion, frustration, and wasted resources surrounding a given project.<\/p>\n\n\n\n<p>To choose the best project handover template for your organization, ask yourself these questions:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Who will be using the <\/strong><strong>template<\/strong><strong>? <\/strong>Will this template be used by a single individual, a department, or the executive team? Understanding the stakeholders is key to choosing the right layout for the project handoff<\/li>\n\n\n\n<li><strong>What tools do you need? <\/strong>Do you need a calendar of deliverables, a way to attach important documents, or a means to visually track progress? Understanding the <a href=\"\/blog?p=49653\">process mapping tools<\/a> available to you and how to use them will help you select the right template<\/li>\n\n\n\n<li><strong>Which layout is easiest to understand? <\/strong>Do you need a checklist, table, calendar, or workflow? 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