Web Development · Advanced level

Advanced level · Module 5: Client Web Projects and Maintenance · Lesson 4 of 4

Handover, Training and Maintenance

Launch, hand over and train the client, and agree how the site will be maintained.

In this lesson you will

  • Prepare handover materials and train client staff
  • Define a maintenance plan and agreement

Key concepts

launch checklisthandover guideclient trainingmaintenance agreement

The lesson

Before launch, run the full checklist: content, links, forms, performance, accessibility, SEO basics, backups and monitoring. Make sure the client owns the domain and hosting accounts or has full access to them.

Train the people who will update the site, and leave a short illustrated guide. Handing over credentials securely, never in plain email, is part of a professional handover.

Websites need ongoing care: security updates, backups, monitoring and small changes. Offer a maintenance plan with clear monthly tasks, response times and price, or document how the client can do it themselves.

Step by step

  1. Complete the launch checklist.
  2. Write a handover guide with screenshots.
  3. Run a short training session for the 'client'.
  4. Write a maintenance agreement.

Practice activity

Prepare the handover pack and maintenance plan for the practice client.

Expected result: A handover guide, training record and maintenance agreement the client could use.

Check your understanding

  1. Who should own the domain and hosting accounts?

    Show answer

    The client, or they should have full access to them.

  2. Name three tasks in a maintenance plan.

    Show answer

    For example security updates, backups and monitoring.

Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.