# Website Handoff: An Ownership Checklist for Businesses: worksheet

Prepared September 14, 2026. Adapt to your own process. Do not include secrets or private customer records.

## Working record

Complete this with the person who currently maintains the website and verify it with the receiving owner. Store only account names and secure references here, not passwords or recovery codes. Use a second authorized person to test whether the register is understandable without oral instructions. Record any access that depends on an individual who may be unavailable.

| Field | Your working note |
|---|---|
| Service and purpose | Fill in for your business |
| Account owner | Fill in for your business |
| Named administrators | Fill in for your business |
| Billing and renewal contact | Fill in for your business |
| Secure credential location | Fill in for your business |
| Recovery route | Fill in for your business |
| Export or backup method | Fill in for your business |
| Last restore test | Fill in for your business |
| Support contact | Fill in for your business |
| Transfer or exit limitation | Fill in for your business |

Use the notes to identify the next decision, not to create an appearance of completeness. Mark unknowns openly, assign an owner, and attach a safe evidence reference where appropriate. Do not put passwords, customer records, or private correspondence in a worksheet that will be shared widely.

Review the completed sheet with someone who actually performs the work. Ask them to walk through one ordinary example and one exception using only the recorded instructions. Update the unclear parts, then save a dated version. That small exercise turns a planning template into a practical operating artifact and gives future reviewers a clear starting point.