Project Completion & Handover Report
Document ID: WBL-DEL-HR-[PROJECT-ID]-v1.0 Project Name: [PROJECT NAME] Client: [CLIENT LEGAL NAME] Agency Project Lead: [NAME], Webility Client Primary Contact: [NAME, TITLE] SOW Reference: WBL-SOW-[PROJECT-ID]-v1.0 Report Date: [DATE] Project Completion Date: [DATE]
Purpose: This report documents everything delivered under the Statement of Work, records key decisions made during the project, transfers all credentials and access, and establishes the post-handover responsibilities of each Party.
This document must be reviewed and signed by the Client to formally close the project. Upon signing, the IP assignment described in the MSA (Section 5.4) takes full effect for all paid deliverables.
Part 1 — Project Summary
1.1 Project Overview
| Field | Details |
|---|---|
| Project Type | [Web Design / Branding / AI Automation / Other] |
| Project Dates | [START DATE] → [END DATE] |
| Total Duration | [X weeks] |
| Original Estimated Duration | [X weeks] |
| Variance | [+/- X days — and brief reason if significant] |
| Final Invoice Total | [CURRENCY] [AMOUNT] |
| Outstanding Balance at Handover | [CURRENCY] [AMOUNT] — must be $0 before IP transfer |
1.2 Project Objectives — Achieved
Reference the success criteria agreed at kickoff.
| Objective | Status | Notes |
|---|---|---|
| [Objective 1 from kickoff] | ✅ Achieved / ⚠️ Partially / ❌ Not achieved | [Notes] |
| [Objective 2] | ✅ / ⚠️ / ❌ | [Notes] |
| [Objective 3] | ✅ / ⚠️ / ❌ | [Notes] |
1.3 Key Decisions Made During the Project
Document significant decisions that deviated from or expanded upon the original brief.
| Decision | Date | Made By | Reason / Impact |
|---|---|---|---|
| [e.g., Switched from WordPress to Next.js + Sanity] | [DATE] | [Parties] | [Reason — e.g., "Better performance for target markets in EU"] |
| [e.g., Added French language version (CO-001)] | [DATE] | [CLIENT] | [Reason] |
| [e.g., Deferred blog module to Phase 2] | [DATE] | [CLIENT] | [Reason] |
1.4 Change Orders Executed
| Change Order # | Description | Fee Impact | Date Signed |
|---|---|---|---|
| CO-001 | [Description] | +[AMOUNT] | [DATE] |
| CO-002 | [Description] | +[AMOUNT] | [DATE] |
| No change orders | — | — | — |
Part 2 — Deliverables Register
Full record of every deliverable produced under this SOW, including its final status and where to find it.
2.1 Deliverables Summary
| # | Deliverable | Description | Format | Location | Status | Accepted Date |
|---|---|---|---|---|---|---|
| D-01 | [Deliverable Name] | [Description] | [Format] | [Link / Folder path] | ✅ Accepted | [DATE] |
| D-02 | [Deliverable Name] | [Description] | [Format] | [Link / Folder path] | ✅ Accepted | [DATE] |
| D-03 | [Deliverable Name] | [Description] | [Format] | [Link / Folder path] | ✅ Accepted | [DATE] |
| D-04 | [Deliverable Name] | [Description] | [Format] | [Link / Folder path] | ✅ Accepted | [DATE] |
| D-05 | [Deliverable Name] | [Description] | [Format] | [Link / Folder path] | ✅ Accepted | [DATE] |
2.2 Source File Inventory
All source files are delivered in the following formats. The Client is responsible for maintaining backups of all source files after handover.
| Asset Type | Files Included | Format | Delivered Via |
|---|---|---|---|
| Design files | [e.g., All Figma pages, exported assets] | Figma + PNG/SVG/PDF | [Link / ZIP] |
| Source code | [e.g., Full Next.js codebase] | Git repository | [GitHub / GitLab URL] |
| Logo files | [Primary, alternate, icon — all variations] | SVG, PNG, PDF, EPS | [Link / ZIP] |
| Brand guidelines | [Full guidelines document] | PDF + [Figma if web-based] | [Link] |
| Content files | [Exported CMS content, copy documents] | [Format] | [Link] |
| Automation files | [n8n workflow JSON, API documentation] | JSON + PDF | [Link / ZIP] |
| Documentation | [Technical docs, admin guide, runbook] | PDF + Markdown | [Link] |
| [Other] |
Part 3 — Technical Documentation
3.1 System Architecture
(For web and AI projects — describe what was built at a high level.)
Platform / Stack:
| Layer | Technology | Version | Notes |
|---|---|---|---|
| Frontend | [e.g., Next.js 15] | [Version] | [Any important notes] |
| CMS | [e.g., Sanity v3] | [Version] | |
| Hosting | [e.g., Vercel — Region: EU / Canada] | ||
| Database | [e.g., Supabase / PostgreSQL] | [Version] | |
| Automation | [e.g., n8n Cloud] | [Version] | |
| AI API | [e.g., Claude API / OpenAI API] | [Model version] | |
| Analytics | [e.g., Google Analytics 4] | ||
| [Other] |
Live URL(s):
| Environment | URL | Status |
|---|---|---|
| Production | [https://...] | ✅ Live |
| Staging | [https://...] | ✅ Active / ❌ To be decommissioned |
| [Other] |
Code Repository:
| Field | Details |
|---|---|
| Repository URL | [GitHub / GitLab / Bitbucket URL] |
| Default branch | [main / master] |
| Deployment branch | [main / production] |
| CI/CD pipeline | [GitHub Actions / Vercel / None] |
| Transfer to Client | ☐ Transferred ☐ Access granted ☐ Not applicable |
3.2 Third-Party Services & Integrations
Full list of all external tools and services integrated into the delivered system.
| Service | Purpose | Account Owner | Subscription Cost | Monthly Estimate | Notes |
|---|---|---|---|---|---|
| [e.g., Vercel] | Hosting / deployment | Client | Client | $[X]/month | Upgrade if traffic exceeds [X] |
| [e.g., Sanity] | CMS | Client | Client | $[X]/month | Free tier may be sufficient |
| [e.g., Stripe] | Payment processing | Client | Client | % per transaction | — |
| [e.g., Mailchimp] | Email marketing | Client | Client | $[X]/month | — |
| [e.g., Claude API] | AI processing | Client | Client | Usage-based | Monitor usage in Anthropic dashboard |
| [e.g., Cloudflare] | CDN + Security | Client | Client | $[X]/month | — |
| [Other] |
Important: All subscriptions listed above are the Client's responsibility to maintain after handover. Failure to renew any subscription may cause the website or system to become inaccessible or malfunction.
3.3 SEO & Analytics Baseline
(For web projects)
| Metric | Value at Launch | Tool |
|---|---|---|
| Lighthouse Performance Score | [Score] | Lighthouse |
| Lighthouse Accessibility Score | [Score] | Lighthouse |
| Lighthouse SEO Score | [Score] | Lighthouse |
| Core Web Vitals — LCP | [Value] | PageSpeed Insights |
| Core Web Vitals — CLS | [Value] | PageSpeed Insights |
| Core Web Vitals — FID / INP | [Value] | PageSpeed Insights |
| Google Analytics 4 | Configured | Google Analytics |
| Google Search Console | Configured + verified | Search Console |
| Sitemap submitted | ☐ Yes ☐ No | |
| robots.txt configured | ☐ Yes ☐ No |
Part 4 — Credentials & Access Transfer
Security Notice: All credentials are transferred via [1Password / encrypted email / secure form] — never in plain text. This document records what was transferred, not the credentials themselves.
4.1 Credentials Transferred
| Service | Account Type | Username/Email | Transferred To | Transfer Method | Date |
|---|---|---|---|---|---|
| [Hosting / Vercel] | Admin | [email] | [Client contact] | [1Password / Secure form] | [DATE] |
| [CMS — Sanity / WordPress] | Admin | [email] | [Client contact] | [Method] | [DATE] |
| [Domain Registrar] | Admin | [email] | [Client contact] | [Method] | [DATE] |
| [Google Analytics] | Admin | — | [Client Google account] | Google transfer | [DATE] |
| [Google Search Console] | Admin | — | [Client Google account] | Google transfer | [DATE] |
| [CRM] | Admin | [email] | [Client contact] | [Method] | [DATE] |
| [Email Marketing] | Admin | [email] | [Client contact] | [Method] | [DATE] |
| [AI API — Anthropic / OpenAI] | Admin | [email] | [Client contact] | [Method] | [DATE] |
| [Code Repository — GitHub] | Owner | [username] | [Client GitHub account] | Transfer via GitHub | [DATE] |
| [Other] |
4.2 Webility Access Removed
Webility has removed or will remove access to the following within [5] business days of handover sign-off:
- CMS admin account
- Hosting server access (SSH / cPanel)
- Google Analytics viewer access
- CRM integration credentials
- [Other]
Note: Webility may retain read-only access for a defined period if included in an active Maintenance Plan.
Part 5 — Post-Handover Information
5.1 Warranty Period
The warranty period for bug fixes and technical issues attributable to Webility's work is:
[30] calendar days from the date of this handover report.
During the warranty period, Webility will:
- ✓ Fix verified bugs in the delivered code at no additional charge
- ✓ Investigate and resolve technical errors resulting from the Agency's implementation
- ✓ Respond to warranty support requests within [2] business days
The warranty does not cover:
- ✗ Issues caused by Client modifications to the codebase or CMS
- ✗ Third-party platform changes, outages, or API deprecations
- ✗ Content errors or data entry mistakes
- ✗ New features or changes to scope
- ✗ Issues arising from expired subscriptions or failed renewals
- ✗ Malware or security incidents resulting from the Client's actions
5.2 Immediate Action Required by Client
After handover, the Client should complete the following within [30] days:
Security:
- Change all shared passwords to unique, strong credentials
- Enable two-factor authentication on all transferred accounts
- Store all credentials in a secure password manager (e.g., 1Password, Bitwarden)
- Review and revoke access for any former employees or contractors
Technical:
- Verify all subscription auto-renewals are set up (hosting, CMS, plugins, APIs)
- Verify backup system is active and tested
- Confirm Google Analytics is receiving data
- Test all forms and contact points from the live site
- Review and confirm DNS settings are correct
Content:
- Review all live content for accuracy
- Confirm contact details, addresses, and business information are correct
- Review and update any time-sensitive content (hours, promotions, pricing)
Legal & Compliance:
- Confirm Privacy Policy and Cookie Policy are live and linked correctly
- Test cookie consent banner is functioning (if applicable)
- Confirm any regulatory text is accurate and up to date
5.3 Recommended Next Steps
| Recommendation | Priority | Notes |
|---|---|---|
| Enroll in a Webility Website Care Plan | High | Prevents security incidents and keeps site maintained |
| Set up Google Search Console monitoring | High | Free; essential for SEO visibility |
| Set up a Hotjar / Microsoft Clarity session recording | Medium | Understand how users interact with the new site |
| Schedule a 90-day performance review | Medium | Webility can review analytics and recommend improvements |
| Plan Phase 2 features | Low | [List any features deferred from this SOW] |
5.4 Other Webility Services
Your completed project may create opportunities for follow-up work such as SEO, ads management, ongoing maintenance, hosting, content support, automation, or analytics improvements.
Review the current Webility service directory here:
[WEBILITY SERVICES URL] - normally https://[WEBILITY DOMAIN]/services
Any follow-up work outside this completed SOW will be scoped and quoted separately before it begins.
Part 6 — Training & Support Resources
6.1 Training Delivered
| Session | Date | Duration | Attendees | Recording Link |
|---|---|---|---|---|
| [CMS Content Management Training] | [DATE] | [X hrs] | [Names] | [Link] |
| [Admin Dashboard Overview] | [DATE] | [X hrs] | [Names] | [Link] |
| [Automation System Management] | [DATE] | [X hrs] | [Names] | [Link] |
| [Other] |
6.2 Documentation Delivered
| Document | Location |
|---|---|
| CMS User Guide | [Link / File] |
| Admin Guide / Runbook | [Link / File] |
| Technical Architecture Document | [Link / File] |
| Brand Guidelines | [Link / File] |
| [Other] |
6.3 Support After the Warranty Period
After the [30]-day warranty period expires, support is available through:
| Option | Response Time | Cost |
|---|---|---|
| Webility Website Care Plan | Per plan SLA | From [AMOUNT]/month |
| Ad-hoc support (hourly) | 2–5 business days | [RATE]/hr |
| Emergency support (out-of-warranty) | Best effort, same business day | [EMERGENCY RATE]/hr |
Part 7 — Project Closure & IP Transfer
7.1 Outstanding Balance Confirmation
Before IP Transfer: All Intellectual Property rights described below transfer to the Client only upon confirmation that the outstanding balance is $0.00.
| Item | Amount |
|---|---|
| Total project fee per SOW + Change Orders | [AMOUNT] |
| Total payments received | [AMOUNT] |
| Outstanding balance at handover | [AMOUNT — must be $0.00] |
7.2 Intellectual Property Transfer
Upon Client's signature of this document and confirmation of full payment:
The following transfers to [CLIENT LEGAL NAME]:
- All custom design files created specifically for this project
- All custom source code written exclusively for this project
- Brand identity assets (logo, design system, guidelines) — if applicable
- Custom automation workflows and system configurations — if applicable
- All documentation created for this project
The following remains with Webility:
- Agency Pre-Existing IP (frameworks, templates, libraries) — Client retains a license to use as embedded in the Deliverables
- Third-Party IP (open-source libraries, licensed fonts, stock assets) — governed by their respective licenses
- Work product for which payment was not received
7.3 Client Acknowledgement
By signing below, the Client confirms:
(a) All Deliverables listed in Part 2 have been reviewed and are accepted; (b) All project objectives have been addressed to the Client's satisfaction (or exceptions noted above); (c) All credentials and source files have been received; (d) Full payment has been made and the outstanding balance is $0.00; (e) The Client understands their post-handover responsibilities as outlined in Part 5; (f) The warranty terms in Section 5.1 are understood and accepted.
Signatures
Webility LLC (Agency)
Signature: ___________________________ Name: ___________________________ Title: ___________________________ Date: ___________________________
[CLIENT LEGAL NAME] (Client)
Signature: ___________________________ Name: ___________________________ Title: ___________________________ Date: ___________________________
By signing this document, both Parties confirm that the project governed by WBL-SOW-[PROJECT-ID]-v1.0 is formally complete.
Webility — WBL-DEL-HR-[PROJECT-ID]-v1.0 | Project Handover Report Confidential — for Client and Agency use only.