Inheriting a project with no manual? Follow this playbook to turn chaos into a plan.

View profile for Andrew Yancy

Director of Operations | Program Mgmt. | P&L triage for SMB manufacturing • Data-driven 30-60-90 recovery plans • Revenue up, margin protected | PMP, MBA | Author

Ever inherited a mid-flight project with no manual? (If you said yes, we are now friends). Here’s the takeover playbook I use to turn “uh-oh” into a plan: 0) Prime Directive No blame, no lore—just facts and forward motion. 1) 48-Hour Triage Pull PO/contract/SOW, change orders, risk log, schedule, budget. Read the last 90 days (even Joe’s cryptic emails). Confirm stakeholders + comms prefs and decision rights. Quick reality check: SPI/CPI/BAC/EAC/ETC (are we on time/on budget?) Commercial check: invoices sent? unpaid AR? unapproved work? 2) 7-Day Stabilize Freeze scope; stop non-critical work. Daily 15-min standup: blockers → owners → due dates. Map critical path + top-10 blockers. Develop (or confirm) a decision-rights matrix (RACI-ish). 1:1s with sponsor, customer POC, leads, key vendors. 3) Baseline Reset (week 2) Bottom-up ETC; re-sequence to real constraints & funding. Set new targets (e.g., SPI ≥ 0.95, CPI ≥ 0.98). Rebuild risk register + reserves; tighten change control. Publish Re-Baseline + Stakeholder Alignment Memo (what/why/new dates/cost/risks/comms). Get sign-off. 4) 30/60/90 Recovery 30: kill low-value work, surge the critical path, clear 70% blockers. 60: hit first milestone under the new baseline; SPI/CPI trending up. 90: steady cadence—weekly EVM dashboard, stage-gates, approved changes only. 5) Communicate, communicate, communicate Day 1: State of the Union (what I inherited + when to expect the plan). Days 2–5: targeted 1:1s to align expectations. Day 5–7: reset briefing (15 slides max). Weekly: 1-page traffic light + owners/dates; exec summary for leaders, detail for doers. Pro tip: Add quality/HSE gates and acceptance criteria to every milestone. Saves rework and arguments. Want my takeover checklist + comms cadence matrix + re-baseline memo template? Comment RESET and I’ll share.

Adrian Quester

I do marketing | Sometimes communications | Winner of awards | Average cook | Often cycling

3w

Half of project takeover is just decoding three months of passive aggressive emails and pretending the risk log isn’t basically fan fiction. It's either commit hard or walk away, no in-between.

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