Working template: Hand over completed work and define the support route

Download this file and copy it into a working document. Complete each item or explain why it does not apply. Adapt it to your actual agreement and environment. Messages are drafts for review; nothing is sent automatically. Do not store passwords.

Project / date / client and supplier contacts

[ Complete ]

Final deliverables, versions, and locations

[ Complete ]

Short instructions for the basic task

[ Complete ]

Client access / administration / check result

[ Complete ]

Open items / owner / next date

[ Complete ]

Agreed support scope and exclusions

[ Complete ]

Support route / necessary details / response window

[ Complete ]

Acceptance reference and next review

[ Complete ]

Completion checks

• Final deliverables and versions are separate from working copies.
• The client opened the materials and completed the basic task.
• Support distinguishes response, resolution, and additional work.
• Open items have owners, dates, and traceable acknowledgment.

Delivery message to complete

Hi [name], here is [deliverable and version] at [verified reference]. Basic instructions are in [guide]. Please try [first task] with your own account and confirm that access works. Open item [description] is owned by [person] with [confirmed next action]. For support under our agreement, use [route] and include the project ID, expected and actual result, and occurrence time. [Agreed response window and limitations].