What should a project handover demo cover?

The tasks that actually generate support requests: editing content without breaking layout, adding a person with the right access, the one manual step you could not automate, where analytics and forms live, and what to do when something looks broken.

How long should a handover demo be?

Short, and there should be several. One demo per task gets opened months later; a twenty-step tour is watched once and never referenced. Name each for the task in the client's own words.

Should handover documentation include the awkward parts?

Yes. The workaround and the fragile step are exactly what generate out-of-hours messages, and an undocumented quirk becomes your fault the first time it bites.

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Handing a Project Over With an Interactive Demo

August 21, 2026

Every agency has written a handover document, and every agency has answered questions it already covered.

The problem is not the document. It is that reading instructions is a poor way to learn an interface.

What actually generates support requests

Editing content without breaking the layout.
Adding a person and giving them the right access.
The one manual step your build could not automate.
Where something lives -- the analytics, the forms, the backups.
What to do when it looks broken, which is usually a cache or a draft state.

One demo per task, not one long tour

A twenty-step handover demo will be watched once and never referenced. Five short demos, one task each, get opened months later by whoever inherits the account.

Name them for the task in the client's words — "Add a new team member", not "User management" — because that is what they will be searching their inbox for.

Record the awkward parts honestly

The workaround, the fragile step, the thing that needs care. It is tempting to leave these out of a handover because they are not flattering.

Documenting them is what stops the 9pm message, and clients respect it. An undocumented quirk becomes your fault the first time it bites.

Who it is really for

Often not the person you worked with. It is the person who replaces them in eighteen months and finds a link in an old email.

That is an argument for demos over a call recording: a demo stays current if you re-record a step, and it can be handed on without context.

Frequently asked questions

What should a project handover demo cover?: The tasks that actually generate support requests: editing content without breaking layout, adding a person with the right access, the one manual step you could not automate, where analytics and forms live, and what to do when something looks broken.
How long should a handover demo be?: Short, and there should be several. One demo per task gets opened months later; a twenty-step tour is watched once and never referenced. Name each for the task in the client's own words.
Should handover documentation include the awkward parts?: Yes. The workaround and the fragile step are exactly what generate out-of-hours messages, and an undocumented quirk becomes your fault the first time it bites.

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