Client Project Handoff and Transition Kit
$9.99
A professional handoff workbook for documenting completed work, open items, access needs, owners, deadlines and the next client conversation.
WHAT IS INCLUDED:
- Project status snapshot
- Completed-work verification log
- Outstanding-task priority matrix
- Access and asset map
- Handoff meeting agenda
- Acceptance and next-step record
WHO IT IS FOR:
Agencies, consultants, virtual assistants, project managers and small-business teams transferring client work.
KEY BENEFITS:
- Make completed work easy to verify
- Separate blockers from ordinary next steps
- Assign every open item to an owner
- Reduce confusion after a team change
PROMOTIONAL CAPTION:
A project handoff should answer five questions: what is done, what remains, who owns it, where everything lives and what happens next. This kit organizes all five.