Free agency handover template
Agency WordPress Handover
Review the technical work first, then communicate it with confidence.
Use this structure to review confidential WordPress delivery, record the important checks and prepare a clear summary for your client.
- Agency-first review route
- Client-ready prompts
- Print, save or copy
Make it your own: use the prompts that suit the job and remove anything you do not need. It is a helpful handover structure, not a promise that every item is included in every package.
The work that was agreed
Give your team the context it needs without repeating the entire project history.
- Agency project reference and client-facing status
- Agreed result, exclusions and success checks
- Repository, branch and delivery reference
- Who owns review and deployment
What changed and what it depends on
Summarise the important changes in language an account or project team can use.
- Files changed
- Configuration or database changes
- Third-party dependencies
- Known limitations
How it was checked and released
- Test evidence and browser or device checks
- Deployment steps
- Rollback steps
- Post-deployment checks
What your client needs to know
Finish with a concise outward-facing summary and any sensible next step.
- Client-ready summary
- Recommended future work
- Handover owner and sign-off