# Sales-to-delivery handover

Template by STRATEVOLVING. Adapt to your engagement. This is an operational record, not a replacement for the accepted agreement.

## Record
- Client / engagement reference:
- Prepared by (sales owner):
- Receiving delivery owner:
- Client decision-maker:
- Handover date:
- Version / last reviewed:
- Current record location:

## Source of agreement
- Accepted agreement / scope reference and version:
- Approved changes:
- Conflicting or unverified records:

## What was agreed
- Client objective:
- First observable delivery outcome:
- Included deliverables:
- Explicit exclusions:
- Acceptance criteria / review process:
- Agreed dates:
- Provisional dates requiring confirmation:
- Agreed commercial start conditions and confirmation reference:
- Client responsibilities / inputs:
- Delivery dependencies:
- Capacity check and owner:
- Communication and escalation contacts:

## Open items and exceptions
| Item | Evidence / missing decision | Owner | Due date | Blocked work | Resolution / approval reference |
| --- | --- | --- | --- | --- | --- |
| | | | | | |

## Receiving owner decision
- Outcome: Accepted / Accepted with conditions / Returned for clarification
- Decision-maker and date:
- Work permitted to start:
- Work remaining blocked:
- Conditions and resolution owners:
- Next review date:
- Decision reference:

## Change history
| Date | Approved change / clarification | Authorised by | Updated by |
| --- | --- | --- | --- |
| | | | |

## First-milestone review
- Repeated question or missing information:
- Delivery effect observed:
- Change to this record or process:
- Owner and review date: