Client Handoff

Client Handoff

Workshop

Workshop Resources

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Workshop Overview

This workshop covers best practices for handing off projects to clients, ensuring a smooth transition for both code and design deliverables. Learn how to prepare comprehensive documentation and organize materials effectively for client success.

What You'll Learn

  • Code handoff best practices
  • Design asset organization
  • Documentation essentials
  • Repository cleanup procedures
  • Effective presentation strategies
  • Client communication tips

Prerequisites

  • Experience with Git/GitHub
  • Basic understanding of documentation
  • Familiarity with design tools (Figma)

Workshop Structure

  1. Introduction (15 minutes)

    • Importance of proper handoff procedures
    • Common handoff challenges
    • Setting client expectations
  2. Code Handoff Essentials (30 minutes)

    • Repository organization
    • Code documentation standards
    • README file requirements
    • Managing open PRs and issues
    • Branch cleanup and commit squashing
  3. Design Handoff Process (30 minutes)

    • Organizing Figma projects
    • Design system documentation
    • Asset organization
    • Sharing permissions and access
    • Version management
  4. Documentation Best Practices (30 minutes)

    • Writing clear documentation
    • Setup instructions
    • Troubleshooting guides
    • Maintenance requirements
    • Future development considerations
  5. Presentation Strategies (15 minutes)

    • Focusing on key information
    • Walking through setup process
    • Highlighting important features
    • Addressing client concerns

Expected Outcomes

By the end of this workshop, participants will be able to:

  • Prepare code repositories for client handoff
  • Organize design assets effectively
  • Create comprehensive documentation
  • Present deliverables professionally
  • Ensure smooth project transitions

Materials to Consider

Code Handoff

Code handoff should be straightforward with proper repository preparation:

  • Adding detailed comments
  • Creating comprehensive README documentation
  • Resolving open PRs and issues
  • Deleting merged branches
  • Squashing commits when necessary

Remember: During client presentations, focus on location