The handover guide / Read, use, keep
A website should
stay useful to you.
Start with the customer’s task, then agree the smallest useful scope. A brief makes decisions visible. It does not settle legal rights or prove that a supplier has delivered.
Start with the person.
Then make the page.
A fictional repair business, with one customer task to make clear.
- 01 / Customer task
Can you repair my item?
A customer needs to understand whether the service fits their problem.
- 02 / Essential page
Explain the service.
A service page answers that question and gives a clear next step.
- 03 / Responsible owner
Keep the answer current.
A named content lead checks the offer, details and enquiry route.
Agree the smallest useful scope before adding more pages.
Something you receive.
Something you can use.
Name an owner and the evidence for each checkpoint.
- 01 / Agree
Write down the terms.
Record scope, recurring costs, support and permissions.
- 02 / Receive
Find what you need.
Confirm accounts, editable files and content exports.
- 03 / Demonstrate
Make a routine edit.
Ask the agreed owner to complete an everyday update.
- 04 / Recover
Practise the way back.
Test backups and a restore or migration rollback where relevant.
Use the complete checklist below. A handover checklist does not establish legal clearance.
Ownership and handover checklist
- Domain: agree the registrant, renewal owner and transfer route.
- Hosting and accounts: record owners, billing responsibility and secure access handover. Keep credentials outside this brief.
- Source and content: agree which files, repositories, editable assets and exports you receive, and in what formats.
- Rights: confirm authorship, licences and contractual/IP permissions separately from account access.
- Editing: confirm roles, training and a demonstrated routine update.
- Recovery: agree backup ownership, frequency, retention and a tested restore; assign migration and rollback testing.
- Costs: list recurring services, renewal dates, dependencies and who pays; confirm amounts with the supplier.
- Support: define included work, contact route, response expectations, ongoing ownership and exit arrangements.
Questions for your supplier
- Who controls the domain, hosting, source repository and connected accounts, and how will access be handed over?
- Can we export our content and source? In which formats, and what will another supplier need?
- Which dependencies, licences and recurring costs remain after launch, and who pays for each?
- What exactly is included in handover: files, documentation, training, access and a demonstrated edit?
- Who tests migration, backups, restore and rollback, and how will we see that they work?
- Which contractual and intellectual-property permissions cover the source, content, images and third-party assets?
A login is only
one part of it.
- Access
Who can use it?
Confirm who can sign in, edit, invite people and recover the account.
- Authorship
Who made it?
Identify who created the words, photographs, artwork and code.
- Rights & licences
What may you do with it?
Confirm what can be used, changed or transferred, and on what terms.
Access does not establish authorship, ownership or permission. Confirm each separately.
Three different things to confirm.
Account access lets someone use a system. Authorship identifies who made something. Contractual rights and licences define how it can be used or transferred. Confirm each separately; a login is not proof of ownership or permission.
For each “To agree”, name a responsible person, the next conversation and the evidence you need. Use secure channels for credentials and access invitations.
Methods behind the brief
Original Still Matter worksheet, informed by GOV.UK’s guidance on user needs and Airbnb’s staged listing guidance. These references do not validate this tool.
