STEP 01
Deliverables
What was delivered, and which version is final.
Clear Work Communication Kit / Handover
Client handover checklist
Clarify deliverables, access, ownership and pending work at handover.
Editable checklistFILE 04
The structure
Work through it in order.
STEP 02
Access
Accounts, files and permissions that were transferred.
STEP 03
Ownership
Who owns each item after handover.
STEP 04
Pending work
Known open items with enough context to pick them up.
STEP 05
Contacts
Who to ask about what, with a backup name.
Filled example
What it looks like in use.
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.
Illustrative example with fictional names and dates — not client material.
The rest of the kit
Keep going.
EMAILS
Action-focused email template
Organise context, request and deadline so the reader knows what to do.
OpenMEETINGS
Meeting decision & action log
Record decisions, owners, due dates and unresolved issues after every meeting.
OpenUPDATES
Weekly project update template
Communicate progress, risk and required decisions without mixing them together.
OpenREVIEW
Document review checklist
Check reader, facts, structure and next step before anything is sent.
Open