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NT-013 / Working kit

Project handover pack

Hand over a project another person can continue.

Hand over a project another person can continue. Connect workstream, current position, incoming-owner action with responsibility and evidence. An action closes only when all task fields, owner and target date are entered, its state is Complete and an evidence reference is recorded.

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Editable .xlsxPDF guideNo macros

Start with the decision

What does the incoming owner need to resume work safely?

Freelancers transferring an entire client project.

From input to next step.

  1. 01

    Define the receiving role

    Name the person taking over and the scope they are authorised to handle. Exclude credentials from this pack.

  2. 02

    Explain current work

    Connect current versions, decisions, open dependencies and the next action. Use approved storage references instead of duplicating confidential files.

  3. 03

    Confirm receipt

    Walk through the unresolved items with the receiver. Close each handover action only after receipt and evidence have been recorded.

A look inside

The example, in plain sight.

Fictional values from the workbook. Amounts are illustrative currency units, not a market rate or a customer result.

Reference
H-01
Workstream
Design delivery
Current position
Accepted draft
Incoming-owner action
Locate source assets
Owner
Coordinator
Target date
2026-11-12
State
Complete
Evidence reference
Example record 1
Open action
0

Before you use the result.

  • A file link is not proof of access.
  • Keep passwords in approved credential systems.
  • Identify who owns unresolved client decisions.

A whole-project coordination pack; creative-file checks belong in the separate asset handover.

A few useful answers.

All questions →
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No. The planned shop sells each product separately for a one-off price. You will not need a membership, a bundle or a credit balance.

What will I receive?

Each product includes a PDF guide, an editable Excel workbook, a fictional worked example, a blank worksheet with 50 prepared rows and a decision log. Working kits also include an implementation plan and an adaptable message. The exact file list is on each product page.

What software do I need?

A PDF reader and spreadsheet software that supports standard .xlsx formulas. The workbooks contain no macros or external data connections. Formula results depend on your inputs and your spreadsheet software recalculating them. No paid AI account is required.

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