# Website & app handover checklist

Free template by Keeplira. You may copy and adapt this template for your own client projects.
Guide: https://keeplira.kaynewayne.chatgpt.site/website-handover-checklist

Project:
Website/app URL:
Prepared by:
Recipient:
Handover date:
Last reviewed:

## 1. Ownership
- [ ] List the domain registrar, hosting, repository, database, email, analytics and payment services.
- [ ] Name the account owner and billing owner for every service.
- [ ] Confirm that ownership matches the agreement with the client.

## 2. Access
- [ ] Record dashboard URLs and individual invitation instructions.
- [ ] Recipient tests their own access and permissions.
- [ ] Confirm recovery contact details are controlled by the intended owner.
- [ ] Transfer credentials through a password manager, separately from this guide.
- [ ] Remove unneeded access only after the intended owner confirms working access.

Never put passwords, API keys, recovery codes or private tokens in this template.

## 3. Costs and renewal dates
- [ ] Record each fixed amount, currency, billing interval and next renewal date.
- [ ] Keep usage-based charges separate; link to the dashboard where they can be checked.
- [ ] Identify who pays and where the owner can update the plan or payment method.

### Repeat for each service
Service:
Purpose:
Dashboard URL (no tokens):
Account owner:
Billing owner:
Access/invitation instructions:
Fixed amount and currency:
Billing interval:
Next renewal date:
Usage-based charges and where to check:
Next action and owner:

## 4. Release and recovery
- [ ] Link to the source repository and identify the deployed version.
- [ ] Document release steps and a smoke-test checklist.
- [ ] Document rollback steps.
- [ ] Locate backups and name the backup owner.
- [ ] Record when restoration was last tested and any remaining gaps.

Repository:
Deployed version:
Release instructions:
Smoke-test steps:
Rollback instructions:
Backup location (no credentials):
Backup owner:
Last restoration test and result:

## 5. Maintenance and support
- [ ] Record included support, its end date, and how additional work is requested.
- [ ] Name the incident contact and agreed response expectations.
- [ ] List known issues, their owners and next actions.

Included support:
Support end date:
Incident contact:
Response expectations:
Known issues and next actions:

## 6. Recipient walkthrough
- [ ] Recipient finds a dashboard, the next renewal and recovery instructions.
- [ ] Recipient confirms access with their own account.
- [ ] Resolve missing items or record the owner and next action.
- [ ] Record the handover date and give the recipient a downloaded copy.

Remaining items:
Recipient confirmation/date:
Next review date:

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