client-handoff
Produce clean, complete end-of-engagement documentation so clients receive a clear picture of what was delivered, what wasn't, how to use what they have, and what needs their formal sign-off. No project management tooling required — works from conversation context, existing files, and a short intake.
Inputs
- request — What to produce
- project-context — Any existing project notes, scopes, or deliverable lists
- handoff-package — Deliverable inventory from route-a
- project-context — Any existing project notes or deliverable files
- project-context — Any existing project notes, deliverables, or meeting history
How you ask
- Package up the deliverables for the Acme project handoff
- Create a sign-off checklist for the client to approve
- Write a knowledge transfer doc so the client's team can maintain what we built
- Prepare end-of-engagement documentation for the website redesign project
- What do I send the client at the end of a project?
- Brief Sarah on the Acme project so she can take over
- Coworker handoff for the website redesign — I'm going on leave
- Hand off the GBL engagement to my colleague
Outputs
- coworker-handoff (markdown)
- handoff-package (markdown)
- knowledge-transfer (markdown)
- sign-off-checklist (markdown)
Levelbeginner
Inputconversation
Outputdocument
Setup[none]
Roles[Operations Manager]