On the verge of taking over a new project from an existing vendor. While there will be a transition plan, wanted to check if we do have any checklist, detailed if possible, on things to cover/methodology to follow, that can be used during taking over a project from an existing vendor ? Saving Changes...
Before making a checklist, use the appropriate algorithm to process 0 to 100 projects. Saving Changes...
Sergio Luis ConteHelping to create solutions for everyone| Worldwide based OrganizationsBuenos Aires, Argentina
Knowledge transfer, if apply. Saving Changes...
George FreemanThought Leader | Author | Architect| Florida, United States
Hi Abhilash,
For my response, I’m assuming that only the project management side is being transitioned and that the core team is largely staying in place. It would be hard to have a checklist as it would be largely dependent on where the project is in the life-cycle and of course (and more importantly) the degree of dysfunction that is lurking in the trenches - I’m assuming there are issues, as this is usually the case in take-over situations.
The degree of dysfunction is usually much deeper then is portrayed at onset when taking over a project, so it’s important to use your soft-skills (e.g. empathy, motivation, political awareness, etc.) as they will provide you the best opportunity to understand the "nature of the beast" and the "surgical procedures" you need to revitalize your new patient.
Recognize that you will likely see a lot of masquerading as the team(s) will be in a protective posture. For instance, when you call for "all hands on deck", you will likely see "all hands on eyes, ears and mouth". Regardless, to succeed you will need to reject complacency, contradict the accepted and embrace the unknown. Enjoy this opportunity! Saving Changes...
Tamer Zeyad SadiqAssistant Cost Manager| Turner & TownsendRiyadh, Ar Riyad, Saudi Arabia
You should have an approved checklist by the employer.
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1 reply by Abhilash Krishnan
Apr 03, 2019 1:13 AM
Abhilash Krishnan
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Yeah.. but not all employers provide that.. If it is upto you to create one and submit to them, what should be that is the question.
You should have an approved checklist by the employer.
Yeah.. but not all employers provide that.. If it is upto you to create one and submit to them, what should be that is the question. Saving Changes...
Eric SimmsSenior Program ManagerBaltimore, Maryland, United States
At minimum, you want to collect the following from the Vendor:
Project schedule
Risk register
Incident register
Meeting minutes
Stakeholder list
Communications plan Saving Changes...
in addition to what Eric Simms has given,, we may elaborate a bit and add the below;
- Understanding the Contracts well in terms to obligations and SLA's.
- Configuration Document relative to application (From vendor/ incumbent)
- Project Budget (Cost & Utilization) and cost Saving Changes...
Stéphane ParentSelf Employed / Semi-retired| Leader MakerPrince Edward Island, Canada
I strongly suggest the transition overlap, rather than be a finish-to start. You can prepare as much as possible; until you can actually do it yourself, you won't know what you don't know. Aim for the overlap to be more than one project status reporting period. Saving Changes...
First you need to check the following: -Contract between that vendor and customer -specification -Scope of Work -latest Project Status Report (Drawings status ; Engineering status ; Site Status ,....) -Approved Project Time Schedule Saving Changes...
