Task: Conduct Handover Meeting

To hold a meeting between pre-project work team (Pre-sales) and project delivery personnel (Post-sales) for the purpose of knowledge transfer

Purpose

Gather all relevant information that has been recorded about this project prior to the commencement of project initiation.

Be informed and be prepared - particularly discuss assumptions and customer expectations.

Complete knowledge transfer between pre-project work team and project delivery personnel.

Relationships

Roles	Primary Performer: Project Manager	Additional Performers:
Process Usage	Project Management > Initiate > Conduct Handover Meeting

Steps

If the project is IBM led and IBM ASUM is to be used, review the selling process deliverables with the IBM Sales Team and understand customer drivers, expectations, motivations to buy, Influence Map, Discovery Map, and Solution Map.

If the project is IBM led, review the Sales Proposal and the Contract for license and for services.

If ASUM is not to be used, discuss all pre-project related material with the appropriate parties.

In all cases understand any pre-project work that has been completed - proof of concept builds and pilot builds - and understand issues that may have been identified during this work.

In all cases understand what software the customer has bought or owns, including the number of licenses sold.

In all cases understand the support option selected.

In all cases review the hardware and technical recommendations.

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