Every client has a single Project Manager and Strategist. Inevitably, we will need to make changes to that battery at some point. This can happen due to changes in the project itself, changes in staff availability, or simply preference and personality.

Changing Project Managers

When swapping PMs, make sure:

[ ] The asana project is updated to show the new PM on the Overview page, and the PM is the “Project Owner”
[ ] The new PM and old PM have met and discussed the current status of the project, ideally with the strategist present
[ ] The new PM is tagged as assignee on all rituals and processes related to the project, such as the weekly process and weekly planning process
[ ] All upcoming meeting invites/zoom links have been transferred to the new PM’s calendar
[ ] The new PM has reviewed the project in full and is comfortable accepting responsibility for all the PM duties when it comes to the project
[ ] The new PM has reviewed all active paperwork associated with the project
[ ] The new PM has reviewed all active Harvest projects and invoices associated with the project
[ ] The new PM is fully onboarded to all of the project systems, such as Harvest, Asana, and any client-specific systems
[ ] The new PM has reviewed any relevant Project and Site Documentation
[ ] The client has been informed who the new PM is and who they should now be copying on emails (The current PM and Strategist)

Changing Strategists

[ ] The new strategist and old strategist have met to review the status of the account and discuss any important priorities, ideally with the PM present
[ ] The strategist has reviewed and is familiar with all of the items in the project backlog
[ ] The client has been informed of the change in strategist, and knows who to now contact for work (the new strategist and PM)
[ ] The new Strategist has reviewed all active paperwork associated with the project
[ ] The new Strategist has reviewed all active Harvest projects and invoices associated with the project
[ ] The new Strategist is fully onboarded to all of the project systems, such as Harvest, Asana, and any client-specific systems