Client Project Handover
A reusable client handover process for checking final versions, transferring usable access, recording acceptance and assigning remaining work.
Management · Templates
Management checklists
Choose a management checklist for the responsibility in front of you: handing a project to a client, delegating work, welcoming a new hire or preparing a decision. Start with a template that matches the job, then make the owner, expected result and follow-up clear for your team.
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Client Project Handover
A reusable client handover process for checking final versions, transferring usable access, recording acceptance and assigning remaining work.
Management templates
82 templates
Deliver projects and hand over the work
Coordinate scope and milestones, then verify what the receiving team can use.
Give people a clear start
Agree responsibilities and prepare employees, contractors and training sessions.
Delegation Checklist
Agree the result, responsibilities, authority and resources before handing work over, then plan progress checks and feedback.
Employee Onboarding Checklist
Prepare equipment and paperwork, plan first-week training and introductions, and schedule check-ins through the first month.
Employee IT Setup Checklist
Check that the assigned equipment and approved access are ready for a new hire to do their first day’s work.
Contractor Site Induction Checklist
Confirm a contractor’s approved role, explain site arrangements and check understanding before permitted work begins.
Teaching and Training Session Checklist
Confirm people, approved materials, participant access and delivery equipment before a teaching or training session.
Prepare decisions and follow-through
Organize a meeting and gather the information behind a business plan or startup.
Business Meeting Checklist
Set the meeting's purpose and agenda, guide the discussion, record commitments and follow up on decisions and next steps.
Business Plan Checklist
Organize market research, financial information and the core elements of your business plan.
Business Startup Checklist
Kickstart your business journey with this comprehensive checklist. Navigate every critical step from planning to launching with ease.
Review operational work and access
Record a stocktake, hand over a production shift and review business-system access.
Stock Count and Reconciliation Checklist
A stocktake and cycle-count record for preserving physical observations, investigating differences and documenting authorized inventory adjustments.
Production Shift Handover Checklist
Reconcile output, work in progress, equipment restrictions and held product with the incoming production lead.
Business-System Access Review
Review who can use each business system
Agree the handoff before assigning the task
A task name alone rarely tells someone enough to take over. Use the delegation checklist to prepare the conversation, then record four practical agreements:
- Result: what the finished work should contain and how it will be reviewed.
- Responsibility: who owns delivery and which decisions they can make.
- Support: the information, access, resources and people they can call on.
- Follow-up: the deadline, useful progress checks and when to raise a blocker.
Match the review points to the work. A first draft may reveal a misunderstanding earlier than a status update. For a new employee, the onboarding checklist connects preparation by HR and IT with introductions, training and later check-ins.
Keep a usable record of each delivery
The client project handover checklist goes beyond sending the final files. Its Form captures versions, receiving owners, access-test results, outstanding work and the client's recorded decision. List and Play are also enabled for preparation and a guided review. Tailor the starter deliverable group before use so every promised item has its own checks.
Keep receipt and acceptance separate: confirming that a client received a file does not establish that it passed the agreed checks. Leave unresolved work visible with an owner and next action. Link to the approved source files and records rather than storing passwords in the checklist.
Set up the next job without losing this one's progress
Save a selected page as a Checklist for the work you are doing now. For a process you will use again, such as onboarding each new hire or handing over each client project, save it as a Template, adapt the standard steps and start a separate checklist for each occasion. Each run keeps its own progress.
In a Pro workspace, task assignments help identify who is responsible, and custom fields can capture information your team needs beyond the standard task details. Invite people with the appropriate access before assigning work. Play guides an existing checklist step by step and is available on every plan; the views offered depend on the template's configuration.
A few things to know
Which checklist should a new manager start with?
Start with the job you need to handle first. Use Delegation to agree an outcome and responsibility, Employee Onboarding to support a new hire, or Business Meeting to prepare a discussion and follow up on commitments. Add your team's actual dates, people and decision points.
How should I handle a task that is blocked?
Keep the unfinished work visible. Record what is blocking it, who can resolve the problem, the next action and the next review date. Completing a discussion or filling in an answer does not mean the underlying task is finished.
When should I use a management checklist rather than an SOP?
Use these management checklists to coordinate responsibility, decisions and delivery. For a repeated operating procedure, such as an opening shift or equipment check, explore the operations checklists and adapt the procedure to the people carrying it out.