Free template

Free site handover checklist.

Hand a finished site to the client with nothing forgotten.

Hand a finished site to the client with nothing forgotten.

When to use it

At project completion, with the client.

The checklist

Documents

  • Certificates.

  • Manuals and warranties.

  • As-built drawings.

Site

  • Snags closed.

  • Site clean.

  • Keys and access cards handed over.

Sign-off

  • Client walkthrough done.

  • Handover signed.

Use this template in Please Do It

Create a handover task for the project lead. Add these steps as a checklist and ask for a photo when it’s done. The owner gets it automatically, and you see it’s finished without asking.

Frequently asked questions

When should handover planning start?

Weeks before completion, so documents are ready.

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