# Client Handoff Template

## Account Summary
- Client:
- Account owner:
- Delivery owner:
- Why the client bought:
- Current relationship context:
- Primary outcome expected:

## Stakeholders
| Name | Role | Responsibility | Approval authority | Contact notes |
| --- | --- | --- | --- | --- |
|  | Sponsor |  |  |  |
|  | Day-to-day contact |  |  |  |
|  | Delivery owner |  |  |  |

## Promised Scope
- In scope:
- Out of scope:
- Success criteria:
- Key deliverables:
- Important dates:
- Pricing, budget, or commercial notes:

## Files and Source Links
| Item | Link | Owner | Status | Notes |
| --- | --- | --- | --- | --- |
| Proposal |  |  |  |  |
| Signed agreement |  |  |  |  |
| Intake answers |  |  |  |  |
| Client assets |  |  |  |  |
| Project brief |  |  |  |  |

## Risks and Open Questions
| Risk or question | Impact | Owner | Due date | Resolution |
| --- | --- | --- | --- | --- |
|  |  |  |  |  |
|  |  |  |  |  |

## Kickoff Agenda
1. Confirm account goal and success criteria.
2. Review promised scope, exclusions, and timeline assumptions.
3. Confirm stakeholders, approval path, and communication cadence.
4. Review files, access needs, and missing inputs.
5. Assign first delivery actions and due dates.

## Action Items
| Action item | Owner | Due date | Status | Notes |
| --- | --- | --- | --- | --- |
| Create project brief from handoff context |  |  | Not started |  |
| Confirm missing files or access |  |  | Not started |  |
| Schedule kickoff and first status review |  |  | Not started |  |
| Assign first delivery work |  |  | Not started |  |

## Follow-up Summary
- Handoff completed by:
- Handoff date:
- First client-ready status update due:
- Next review:
- Remaining concerns: