Template
Sample handover README
The README we write when handing a project to another team, with placeholder content. Download it as Markdown and adapt it. A template, not a client document.
Updated 15 October 2026
Template. This is the structure of a handover README. Square brackets are placeholders. It is not taken from a client project.
[Project name]
[One paragraph: what this application does, who uses it, and where it runs.]
Quick start
git clone [repository URL]
cd [project]
cp .env.example .env.local # then fill in the values below
npm install
npm run dev # http://localhost:3000
Requirements: Node.js [version], [package manager and version], [database, if running locally].
Environment variables
| Name | Purpose | Where to get it |
|---|---|---|
DATABASE_URL | [Primary database] | [Hosting provider dashboard] |
[SERVICE]_API_KEY | [What it's used for] | [Service dashboard → API keys] |
[SERVICE]_WEBHOOK_SECRET | [Verifies incoming webhooks] | [Service dashboard → Webhooks] |
Production values are stored in [hosting provider's environment settings]. Never commit them.
Accounts and ownership
| Service | Purpose | Account owner | Notes |
|---|---|---|---|
| [Hosting] | [Deployments] | [Client] | [Plan, region] |
| [Database] | [Data] | [Client] | [Backups: frequency, retention] |
| [Email provider] | [Transactional email] | [Client] | [Sending domain verified] |
| [Payments] | [Checkout] | [Client] | [Test and live keys] |
| [Domain / DNS] | [Domain] | [Client] | [Registrar] |
Deployment
- Every pull request gets a preview deployment at [pattern].
- Merging to
maindeploys to production. - Rollback: [how to promote the previous deployment].
- Database migrations: [how and when they run].
Webhooks and scheduled jobs
| Endpoint or job | Triggered by | What it does | If it fails |
|---|---|---|---|
/api/webhooks/[provider] | [Provider event] | [Effect] | [Retries; where failures are listed] |
| [Nightly job] | [Schedule] | [Effect] | [Alert destination] |
Monitoring
- Errors: [tool] → alerts to [destination].
- Uptime: [tool] checking [URLs].
- Logs: [where to find them].
Common tasks
- [Change availability rules / update prices / add an admin user]: [steps].
- Replay a failed webhook: [steps].
- Restore from backup: [steps; tested on (date)].
Known limitations
- [Anything deliberately left out of scope, with a note on what it would take.]
- [Technical debt worth knowing about.]
Suggested next steps
- [Prioritised list of improvements, with rough effort.]
Contacts
- [Who to ask about the product]
- [Who to ask about hosting and accounts]
Also useful: the agency proposal kit and the brief builder.