Project Handoff Checklist
Generate a clean handoff list before wrapping a client project.
Hand off a project cleanly
A messy handoff leaves clients confused and generates support requests for weeks. This checklist builds a clean handoff list — deliverables, access, documentation, next steps — so you close out a project professionally and completely.
A thorough handoff protects the relationship and your reputation, and prevents the “where is X?” emails that follow a rushed finish. Generate a list for your project, work through it, and deliver everything the client needs to run without you.
A clean handoff
Listing deliverables, credentials, and next steps up front prevents weeks of follow-up support requests. The checklist runs in your browser and never uploads anything.
Frequently asked questions
What does the handoff checklist cover?
Seven items: final approval, logins or ownership transfer, source files and documentation, known limitations, maintenance tasks, the support window, and archiving project notes.
What do the two short fields do?
Enter the project (for example "website launch") and who is receiving it, such as the client team. List specific deliverables in the notes box.
Why record known limitations?
Writing down what the project does not do, or what may need attention later, prevents surprises becoming disputes after the invoice is paid.
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