Brand & design · Planning worksheet

Document handover: deliver maintainable files

Illustrative situation

A supplier delivers a polished PDF but the organisation cannot make routine factual updates.

The decision

Specify editable source files, fonts, linked assets and instructions as part of the deliverable. Verify that the receiving team can maintain the document through its normal tools.

Rehearse this before accepting the change

Change a fictional telephone number using the handover package.

Use fictional examples and an authorised test environment. Record what happened, the evidence you inspected and any issue that still needs a responsible owner.

Choose a useful measure

Track routine edits that remain dependent on missing supplier files.

Agree the definition and baseline with the team doing the work. Review the result over a comparable period and note other changes that could affect it.

Your planning worksheet

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to record

Entries stay in this page and are not submitted to Kay & Co. Download your notes before leaving; the page does not save them.

Further reading

These primary sources provide additional context for the project decisions above.

Related decisions

Turn the brief into a working service

Kay & Co. can help you scope the work, design the experience and deliver the right solution for your organisation.

Explore brand & design services or discuss your project.