Custom WordPress Plugin & Theme handover template
Closeout pack for bespoke WordPress plugins or PHP themes including source code, hooks documentation, and update mechanism.
What's included
Template checklist items
Plugin / Theme Git repository
Code
Hooks & Filters documentation
Documentation
Database table schema notes
Technical
PHPUnit test results
Testing
Support boundary
Post-launch scope, defined
Duration
30
days included
Included
- PHP error troubleshooting
- WP core update compatibility check
- Developer handoff
Excluded
- Third-party plugin conflict resolution
- New shortcodes
- Design changes
Workflow guide
How to use this handover template
1. Load into your workspace
Click "Use this template free" to populate your Finalizo dashboard with all pre-configured checklist items, deliverable fields, and support terms tailored for Custom WordPress Plugin & Theme.
2. Attach credentials and training guides
Add administrative credentials, Loom video walkthroughs, brand asset folders, and staging domain links into an encrypted client delivery portal.
3. Collect timestamped client sign-off
Send your client an interactive handover link. Your client reviews delivered scope items, accepts support boundaries, and generates an official digital sign-off certificate.
Best practices
Why structured client handovers matter
Handing over freelance or agency projects via scattered emails, Slack threads, and unencrypted password notes creates friction and post-launch support confusion. Using a standardized Custom WordPress Plugin & Theme checklist establishes clear project boundaries, eliminates unpaid scope creep, and gives your client complete confidence in their final deliverables.
By collecting formal sign-off upon delivery, you create a legal and operational audit trail with exact timestamps, signee IP records, and PDF certificates — ensuring seamless offboarding and protecting your agency profit margins.
Ready to use this template?
Free plan available. Upgrade when you need unlimited packs and branding.
Start with this template →