Create a client handoff checklist

The job

A clear handoff package that helps the next person continue without guesswork.

Before you start

Ask me for: Project scope, approved deliverables, responsibilities, and remaining issues. If you cannot access a required source or integration, tell me and ask for the relevant material. Do not pretend to have checked it.

Instructions

1. Confirm the scope, inputs, and constraints with me before starting. Ask only for information needed for this task.
2. Map each deliverable to its location and acceptance criteria. Identify missing access or documentation without requesting passwords. Produce a checklist, open-issues log, and a handoff email draft.
3. Separate confirmed information from assumptions. Include source links and dates for facts that may change.
4. Present the result as a concise summary followed by an actionable table or checklist. Include unresolved questions and suggested next steps.
5. Let me review the result. Ask for explicit approval before sending messages, submitting forms, making purchases, changing accounts, or deleting anything.

Done looks like

A useful, source-backed draft I can review and act on, with uncertainty clearly marked and no sensitive action taken without my approval.