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Standardise MSP offboarding with transferred access, vendor notes, documentation, support boundaries, and signed acceptance.
Project handover
A clear finish for owner and client.
This is a working structure, not a blank dashboard. Start with the sections that matter for this kind of project, then tailor the details after signup.
Project handover
A clear finish for owner and client.
See the owner, client and recorded views before you choose the workflow.
The template is a working structure. Add the project context, resources and client-specific decisions before you send it.
Project summary
Summary
Delivered items
Delivered items
Credentials/access details
Credentials
Security notes
Security
Client responsibilities
Responsibilities
Support boundary
Boundary
Next steps
Next steps
Sign-off confirmation
Sign-off
Included window
7 days
The starting support duration in this template.
Included
Outside scope
Give the final step the same care as the work that got you there.
Free plan · no card requiredCloseout record Deliver the pack, acknowledgement and evidence in one place.
Project handover
A clear finish for owner and client.
Client clarity Make the last step understandable without exposing your internal stack.
Client review
A clear finish for owner and client.