Program Handover

CSM/Delivery Program Handover Checklist

• The current Delivery Manager is to set up a meeting with the new delivery manager. The purpose of the meeting will be to review all of the programs, discuss them in detail and make sure that if there is anything special to note regarding a specific program e.g. issues with delivery or the POC, delivery method etc., the new DM is aware of this.

• New DM to set up a bi-weekly meeting with the CSM.

• Current DM to update all of the active and not started campaigns on the site to have the new DM set as the program’s DM.

• New DM to update all Salesforce cases to have them as DM.

• Any emails that are sent to the current DM after the programs are handed over should be forwarded to the new DM so they are aware and kept in the loop.