The Ultimate Project Handoff Checklist for Freelancers
Never miss a handoff item again. This comprehensive checklist covers everything from credentials to documentation for a smooth project delivery.
Why a Checklist Matters
Forgetting one credential or one deployment step in your handoff creates a chain of post-project emails. A checklist ensures completeness — and protects your reputation.
Project Summary
Start with the basics: project name, client, start/end dates, key stakeholders, and a one-paragraph description of what was built and why.
Deliverables Inventory
List every deliverable with its current status (completed, pending, excluded). Include file locations, URLs, and access instructions for each.
Technical Documentation
For dev projects: architecture overview, tech stack decisions, environment setup, deployment process, database schema, API endpoints. For design: asset inventory, design system, responsive specs.
Credentials & Access
Document every account, login, API key, and access credential the client needs. Include: service name, URL, username/email, and whether the password was shared separately.