Description: This is a template you would use when you are handing off a social media client
Client Name:
Project Name:
Date of Handoff:
Project Manager / Lead Designer/ Content Manager:
Contact Information:
1. Project Overview
- Project Summary:
Briefly describe the project and its key goals. - Scope of Work Delivered:
A summary of the deliverables for each service:- Web Design
- Community Management
- Graphic Design
2. Community Management Handoff
Social Media Accounts Managed:
- Platform 1: [Facebook, Instagram, etc.]
- Account Username: [Insert Username]
- Account Password: [Insert Password]
- Platform 2: [e.g., Twitter, LinkedIn, etc.]
- Account Username: [Insert Username]
- Account Password: [Insert Password]
Content Calendar:
Provide a link to the content calendar used for community management (Google Calendar).
Community Engagement Guidelines:
Provide documentation or a brief outline on best practices for interacting with the community on each platform (posting frequency, tone of voice, types of content, etc.).
Moderation Guidelines:
Provide instructions on how to handle comments, messages, and posts (if applicable).
Social Media Tools:
- Tool:
- Login Credentials: [Insert Username/Password]
| Tool Name | Username | Password | Content Calendar link |
Monthly Reports:
Provide any monthly reports on engagement, growth, or performance metrics (e.g., Facebook Insights, Instagram Analytics).
Future Strategy Recommendations:
Provide recommendations for ongoing community engagement, growth, or improvement in social media strategy (if applicable).
3. Project Reports & Analytics
Performance Metrics:
- Web Analytics (Google Analytics, etc.): [Provide a link or access details]
- Social Media Performance: [Provide summary of key metrics like engagement, reach, growth, etc.]
- SEO Performance: [Provide SEO tools and reports if applicable]
4. Final Checklist & Sign-Off
Final Client Review:
- Confirm that the client has received and reviewed all deliverables.
- Verify that the client is satisfied with the completed work and all outstanding items have been addressed.
| Deliverable | Sign off date | Person responsible | Completed? Y/N |
| Content calendar | |||
| Monthly reports | |||
| Future recommendations | |||
| Content design | |||
| Login Credentials | |||
| Creation of new pages or branding of existing pages |
Responsible Person Acknowledgment:
By signing below, the responsible person acknowledges that all deliverables have been provided, and the project has been successfully completed.
| Date | Email sent to | Email sent by | Responsible person sign-off |
