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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.

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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

Code.bash
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

NamePurposeWhere 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

ServicePurposeAccount ownerNotes
[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 main deploys to production.
  • Rollback: [how to promote the previous deployment].
  • Database migrations: [how and when they run].

Webhooks and scheduled jobs

Endpoint or jobTriggered byWhat it doesIf 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]
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