Clarify with Sapna / FREE EDITABLE FILE

Client handover checklist

Clarify deliverables, access, ownership and pending work at handover.

Deliverables

What was delivered, and which version is final.

Access

Accounts, files and permissions that were transferred.

Ownership

Who owns each item after handover.

Pending work

Known open items with enough context to pick them up.

Contacts

Who to ask about what, with a backup name.

Filled example

Filled example: Deliverable — client portal guide v3 (final). Access — editor rights transferred to the client's operations lead. Owner — client operations from 1 April. Pending — FAQ section, blocked on approved refund wording. Contact — Farhan for content, Meera for access.

Version 1.0. Personal and internal team use. Examples are fictional. Not a certification or outcome guarantee.