A blank page,
with a useful start.

PROJECT HANDOFF
Project:
Sending owner:
Receiving owner:
Agreed output:
Approved scope / source location:
Required inputs and their locations:
Acceptance criteria:
Due date and timezone:
Decision maker:
Known constraints:
Missing item | Owner | Due date | Effect on delivery:
Next action | Owner | Due date:
Receiver confirmation and date:
After completion: what was missing or unclear?

SUPPLIER EVIDENCE SHEET
Decision and comparison period:
Decision owner:
Supplier:
Brief/version shared:
Mandatory requirement | Pass/fail/unknown | Evidence | Follow-up owner:
Criterion | Weight | Score definition | Score | Evidence:
Quoted upfront cost:
Quoted recurring cost:
Internal implementation effort estimate:
Training and support included:
Exit effort and data export questions:
Unknowns and assumptions:
Trial or reference checks needed:
Decision / reason / approval date:
Performance review date:

DISCOVERY CALL NOTES
Company / date:
Participants and roles:
Problem in the buyer's own words:
Recent real example:
Current workflow:
Evidence of impact (label estimates):
Desired outcome:
Constraints:
Decision process / participants:
Open questions:
What we can help with:
What is outside scope:
Agreed next step | Owner | Date | Output:
Separate internal assumptions from confirmed facts.
Do not record unnecessary personal or sensitive data.

CLIENT ONBOARDING CHECKLIST
Client / project:
Delivery owner:
Client decision maker:
[ ] Approved scope located and current
[ ] Deliverables and exclusions understood
[ ] First milestone and acceptance checks agreed
[ ] Source files received and versions checked
[ ] Access invited through approved channels (no secrets in this file)
[ ] Routine and urgent communication routes agreed
[ ] Update frequency and response expectations agreed
[ ] Change approval owner identified
[ ] Missing items recorded with owners, dates, and effects
[ ] Delivery owner confirms readiness or explicit limitations
Missing item | Owner | Due date | Impact:
First review date:
Project-end access removal owner: