CONTENT MANAGEMENT PROVIDER: BRIEF AND HANDOVER
Purpose: compare delivery proposals against the same operational requirements.
Complete the blanks; have relevant procurement, legal and security owners review
organization-specific terms. This worksheet is not contract language.

Reader tasks and project outcome:
Current systems and content inventory:
Client decision owner / provider delivery owner:
Included deliverables and quantities:
Excluded work:
Client-supplied copy, assets, rights information and access:
Dependencies and decision dates:
Milestones / review evidence / acceptance owner:
Change-request method:
Defects that block acceptance / repair and retest method:
Planning period and currency for cost comparison:
One-time delivery / subscriptions / hosting / maintenance / training / exit costs:
Assumptions requiring answers:

Fictional example only: 40 existing pages, three content types, one contact form,
12 downloads, two client editors. Client supplies approved content; provider
configures templates, transfers content, trains editors and supplies an operating
guide. A new customer-database integration is outside this example scope.

Supplier questions:
Who performs the work? Which subcontractors or personnel changes affect delivery?
What relevant project can be demonstrated and what reference can we contact?
What skills and documentation will remain with our team?
Who owns and administers accounts, source files and licensed components?
How are response and resolution expectations defined separately?
What content can be exported, in which format, with which relationships?

Acceptance and handover:
[ ] Reconcile all pages/downloads, including approved exceptions.
[ ] Observe client editors create, review and publish real sample changes.
[ ] Test layouts, keyboard use and an approved form submission.
[ ] Apply the agreed accessibility evaluation; quick checks are only a starting point.
[ ] Demonstrate agreed recovery and export; keep evidence and instructions.
[ ] Identify operational owners, account access and support escalation.
[ ] Have client staff complete a change without the provider driving.
[ ] Assign unresolved issues and completion dates.
Evidence location / client acceptance owner / date:

Source guide: https://yenra.com/content-management-provider/
Prepared October 4, 2026.