Using the guides

Do I need an account?

No. All the library pages are open to read. There is no sign-in or private workspace hosted here.

Can I adapt the questions for my own work?

Yes. Use the questions as a starting point in your own document. You can shorten them, change the order, or add a section that fits your project.

How do I save or print a guide?

Use your browser's print menu to print the page or save it as a PDF. The handoff guide includes a simple print layout. You can also bookmark a section using its heading link in the page contents.

Keeping notes in order

A useful title usually includes the project and the purpose: “Spring catalogue: copy review handoff” is easier to find than “Notes, final.” Add a checked-on date inside the note when the details may change.

  • Keep one current copy in a place the whole project team can access.
  • Link to source material instead of pasting several competing copies.
  • Move completed actions out of the next-steps section.
  • When a project closes, mark its handoff as archived.

Before you send the note

Open each reference link, check the recipient's access, and remove details that don't belong in a shared document. If the handoff is time-sensitive, agree on the first action with the person taking over.

A short conversation can resolve the questions. The note keeps the answers from disappearing afterward.

Read the handoff guide →