Handoff Notes
A good handoff means the other side never has to guess what they own or how to run it. This template makes that explicit.
What's Included
- What was delivered
- Access and accounts
- How to maintain it
- Known limitations
- Open items
Best For
The end of an engagement, once deliverables are complete and access needs to transfer.
Target Audience
Agencies, consultants, and internal teams closing out a project or transferring ownership.
How to Customize
Keep the access table accurate — it's the section people come back to months later. List known limitations honestly; it prevents support surprises.
When to Use
Use this at the end of an engagement, once deliverables are complete and ownership is transferring.
Full Document Preview
Preview the actual editable ZuffSuite document.
OPERATIONS / CLEAR RECORD
Handoff Notes: Acme Home Services — Website Redesign
Client | Project | Handoff date | Prepared by |
|---|---|---|---|
Acme Home Services | Website Redesign | January 15, 2027 | Jordan Ellis |
What was delivered
Redesigned marketing site (12 pages) on the new content platform.
Updated brand styling applied across all pages and email templates.
Analytics and search console access transferred to Acme Home Services.
Access and accounts
System | Access level | Owner going forward |
|---|---|---|
Content platform | Admin | Sarah Morgan |
Domain registrar | Owner | Sarah Morgan |
Analytics | Admin | Sarah Morgan |
How to maintain it
Content updates: use the content platform's page editor — no code required for text or images.
New pages: duplicate the closest existing template page and update the content.
Support: for anything beyond basic edits, contact the delivery team through the shared workspace.
Known limitations
The blog section supports single-author posts only — multi-author bylines were out of scope.
Mobile menu animation is intentionally simplified for load-time reasons.
This handoff does not include ongoing maintenance or support beyond the 30-day hypercare window noted in the scope of work.
Open items
None outstanding as of the handoff date above.
Related templates
Scope of Work
Define exactly what work will and will not be performed — deliverables, exclusions, acceptance, and change handling.
Project Status Report
A scannable weekly or biweekly report: overall status, accomplishments, risks, and decisions needed.
Client Offboarding Checklist
Close out a client engagement cleanly — deliverables, access transfer, final invoicing, and the wrap-up call.