Job Handover Notes
Docs + Word6 pages
Free
- Type
- Document
- Price
- Free
- Pages
- 6 · US Letter
- Style
- Modern
- Difficulty
- Beginner
- Updated
- November 6, 2026
Every page (6)
Overview
This project handover template is a ready-made Google Docs pack for agencies and consultants that finish a project and leave the client to run it. It covers what was delivered, who holds access, how-to guides, support terms and contacts across six designed pages, written so the client can act without calling you.
Each page carries sample detail for Greystone Digital, a fictional digital agency, handing over a client website and its payments. Replace the people, access list and support hours with your own, and walk each team lead through the guides before you leave. The contacts page should show who answers and how fast.
Useful for
- Handing a new website to a client's marketing team
- Passing a finished app to an in-house operations team
- Closing a consultancy engagement with a training handover
What's included
- Delivered page with a checklist of done and still open items
- Access page with a layered diagram of logins and keys
- How-to guides page with four routine tasks and a flow
- Support terms page with named contacts and an urgent callout
- Escalation page with four steps and named contacts
- Guide page with steps to name owners and walk through
How to use it
- 1
Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.
- 2
Replace the people, access list and support hours with your own.
- 3
Walk each team lead through the guides before the handover date.
- 4
Delete the guide page, then send the pack or present it from Google Docs.
What you need
Requirements
- A Google account with access to Google Drive
Works with
- Google Docs
- Microsoft Word (download the .docx)
Questions
Are the agency and people real?
No. Greystone Digital, its staff, the client website and every contact detail are fictional sample material, written to show a finished handover pack.
Should we send the pack before the client has tested it?
No. Test each login and guide with the client first, so the handover pack reflects what they can actually do alone.
How long should support cover last?
Set it in the contract, usually between three and six months, and state the response times and the end date in the support terms.
- #project-handover
- #client-handover
- #support-terms
- #access-handover
- #agency-deliverables
- #google-docs-template
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