Handover checklist slide for closing a website build

What is on the slide

Title and framing line

Project Handover. Quillary Web Studio, five items handed to the client before a website build is closed.

Credentials and training

Domain, hosting and admin logins moved to the client password manager, studio access removed. One recorded 90 minute session for two client editors.

Documentation and warranty

A 12 page guide covering editing, forms, backups and who to call. Bugs fixed free for 60 days from launch, changes quoted separately.

Final invoice

Last 30% of the fee invoiced on sign off, with the warranty end date printed on it.

When this is the right slide

Pick this slide when a client project closes and both sides need to agree the five things handed over, each with a measurable promise, before the final invoice goes out.

What to swap it for

Checklist: Two Column Dense Eight. Use the two column dense layout when the closeout has eight items, such as separate lines for domain, hosting, analytics and backups, each in one short line.

What this slide shows

The title reads Project Handover, with the framing line Quillary Web Studio, five items handed to the client before a website build is closed. Five full width coloured rows stack down the slide, each with a white icon disc, a heading and one sentence. Credentials: domain, hosting and admin logins moved to the client password manager, and studio access removed. Training: one 90 minute session for two client editors, recorded so new staff can watch it later. Documentation: a 12 page guide covering page editing, forms, backups and who to call for each kind of problem. Warranty: bugs fixed free for 60 days from launch, with changes and new pages quoted separately. Final Invoice: last 30% of the fee invoiced on sign off, with the warranty end date printed on it. The icons are a key, a graduation cap, a document, a shield and a receipt. The rows run in the order the items are usually completed, ending with the invoice, which is the last thing to go out once the client is satisfied.

When this is the right slide

Use a handover checklist slide at the close of a client project, in a final meeting where both sides confirm what has been delivered, and earlier in a proposal so the client knows what to expect at the end. It suits agencies, consultants, builders and any supplier whose work becomes the client's to run. It is the wrong slide for the launch itself, which the launch checklist example covers with owners and statuses in the weeks before go live, and the wrong slide for an internal handover between staff, which needs tasks and contacts rather than invoices and warranties. For eight closeout items, the two column dense layout holds them with shorter lines. The slide also protects the relationship after the project. Clients who know exactly what the warranty covers are less likely to feel let down when a change request is quoted, and the studio is less likely to drift into months of unpaid support. Agreeing the five items in a meeting, with the slide on screen, makes the end of the project a shared decision.

How to adapt it

First, add the date each item was completed in brackets when the slide is used in the final meeting, so the client can see the handover happened in full. Second, adjust the items for other kinds of project: a fit out handover might list keys, manuals, defects list, warranty and final claim. Third, add a sixth item on a following slide for retained services, such as monthly hosting and backups, so ongoing work is clearly separate from the closed project. Keep the warranty wording exactly the same in the proposal, the slide and the signed handover document, because that is the line clients and suppliers most often read differently. Keep the slide in the proposal template so every project starts with the same promise and ends with the same checklist.

What makes this slide work

Questions people ask

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