Monthly handover document the client actually reads

Practical steps

1. 1

   Open the reports area. Pick Monthly Handover from the template list.

2. 2

   Set the period to last month. Confirm the project and plot list match what is being handed over.

3. 3

   Pick the included sections: progress photos, open snag count, completed snag count, key milestones.

4. 4

   Add one paragraph of plain-English commentary at the top. The client reads this and skims the rest.

5. 5

   Export to PDF. Aim for under 12 pages. If it is longer, you are including too much.

6. 6

   Send by email with a one-line subject. Save a copy to the handover folder for audit.

Key takeaways

• One paragraph of plain commentary at the top. The client reads that and skims the rest.
• Under 12 pages, every time. Long handovers do not get read.
• Save a copy to the audit folder as you send, never later.