Transition Meeting Package.doc

Tool 15
Transition Meeting Package
Project Name
Project Ref. No.
Prepared By (print)
Preparer’s Initials
Customer
Contact
Contact’s Phone
Date Prepared
General Information
Project Manager
Organization
Address
Phone
Fax
E-mail
Transition Guidelines
Purpose
In a formal meeting with the customer, the project manager describes all the warranty provisions and continuing responsibilities covered by the contract or project charter and how the PM’anization and/or third parties will satisfy those provisions. Any service providers are introduced to the customer.
Preparation Checklist
q
Collect and review documentation of warranty coverage, continuing responsibilities, and requirements
q Contract (review requirements)
q Project charter (as appropriate)
q As-built system, product, or process delivered to customer (review provisions)
anization service documentation
q Third-party service documentation
q
List and describe ponents covered under warranty and those covered under third-party warranties
q
Describe the process by which the PM’anization will provide warranty service
q
Describe the process by which third parties will provide warranty service
q
Ensure that the customer knows how to contact anization and third parties for warranty service
q
List and describe any anizational responsibilities not covered under warranty
q
Describe the process by whic