Article · About a 12 minute read

Project Handover Checklist: Guide for Our Clients

Przemyslaw Urbaniak · iRonin.IT Free Intermediate

Most agency-to-in-house transitions fail at the handover, not the hiring decision, and this is a concrete checklist written by an agency project manager who has actually run them. It walks through the unglamorous items that get forgotten: repo access, an updated README with setup and deploy steps, third-party account and credential transfer, and a single named person on your side accountable for confirming nothing is missing. Use it as the punch list you hand the agency before you let anyone go.

  • Assign one named person on your side to own receiving the handover and confirm every item, so gaps surface before the agency is gone.
  • Credentials and third-party account ownership are where handovers quietly break: migrate every login, secret, and admin account to you, not to the agency's inbox.
  • Insist on an updated README plus a final handover email that says where everything lives, so your new in-house developer can boot the project without a call back to the agency.
eChai Partner Brands The partnership →