Project Handover & Delivery Checklist
A professional delivery document to hand over administrative access, source files, documentation, and training to your client.
Developers, designers, and marketing consultants completing a project and preparing for final sign-off.
Use during the final milestone phase before issuing the final completion invoice and archiving project files.
Walk through each item with the client during your closing handover call. Have both parties check off items.
# Final Project Handover & Knowledge Transfer Checklist **Project Name:** [Project Name] **Client Entity:** [Client Company] **Lead Contractor:** [Your Name] **Handoff Date:** [Date] --- ## 1. Asset & Source File Transfer - [ ] Primary source design files transferred (Figma project ownership transferred or shared with Editor rights). - [ ] Vector branding and logo assets delivered in clean directory (.SVG, .PNG, .EPS, .PDF). - [ ] Font licenses and usage documentation provided. - [ ] Production code repository transferred (GitHub / GitLab repo ownership reassigned to client organization). --- ## 2. Infrastructure & Account Credentials - [ ] Production DNS records verified and active on client-owned domain registrar. - [ ] Hosting platform (Vercel / Netlify / AWS) billing account switched to client credit card. - [ ] SSL certificate active and auto-renewal verified. - [ ] Third-party service master credentials (Stripe, SendGrid, CMS) transferred to client super-admin email. - [ ] Freelancer access downgraded from Root/Owner to technical Contributor or removed as agreed. --- ## 3. Documentation & Training - [ ] Written Standard Operating Procedure (SOP) delivered covering common content updates. - [ ] 30-minute recorded video walkthrough delivered demonstrating how to edit pages and manage orders. - [ ] Technical architecture overview documenting API keys, environment variables, and build commands. --- ## 4. Quality Assurance & Warranties - [ ] Final browser matrix testing completed with zero blocking defects. - [ ] 301 redirect map checked with zero broken legacy URLs. - [ ] Post-launch warranty terms confirmed: [e.g., 30 days of bug-fix warranty covering agreed specifications]. - [ ] Contact channel for future support or retainers agreed upon. --- ## 5. Formal Project Acceptance The client hereby acknowledges that all deliverables specified in the agreed Scope of Work have been inspected, tested, and accepted in satisfactory condition. **Client Sign-Off:** Signature: __________________________ Date: ________________ Name: [Client Contact] Title: [Client Title]
Usage Assumptions & Legal Qualification
Ensure all final invoice balances are settled or scheduled before releasing master root credentials. This template is published for educational and organizational clarity. It does not constitute formal legal, accounting, or tax advice. For high-stakes contracts, consult a qualified attorney in your governing jurisdiction.
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