Clarify access and responsibilities
List the domain, hosting, admin area and integrated services. For each item, identify the management account, responsible person and access recovery process.
Transfer access securely rather than putting passwords in shared documents. The scope of source code and design assets to be handed over should be agreed in the project terms.
Try the tasks you will do every week
Ask the operator to publish an article, replace an image and review a contact enquiry. Real tasks reveal where guidance is missing.
Keep documentation concise and organised by task. A step-by-step image replacement guide is often easier to consult than a long document describing every feature at once.
Agree on how to handle issues
Clarify the support channel, contact person, coverage and the difference between defects and additional development. Do not wait for a problem to discuss these points.
Check backup and recovery procedures within the agreed scope. Having a backup is not the same as having successfully tested restoration.
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