Step by step
Confirm the agreed deliverables
Match every item to the contract, statement of work or accepted change. Separate included work from recommendations and future options.
Package files predictably
Use clear names, stable formats and a short directory map. Remove temporary files, secrets and internal comments not intended for delivery.
Document operation and ownership
Explain how to use, update, back up and recover the result. Identify account owners, licence obligations and renewal dates.
Close with acceptance
Provide a concise handover note, known limitations, open actions and a specific route for acceptance or defect reporting.
Ready-to-use checklist
- Scope reconciled
- Files named and organised
- Secrets removed
- Ownership transferred safely
- Operating notes included
- Acceptance route and date stated
Common problems
The client asks for passwords by email
Transfer access through an approved secure method and have the client change temporary credentials.
There are unfinished items
List each item with owner, effect and target date; do not hide it inside a general “notes” paragraph.