HANDOVER WHEN CHANGING WEB AGENCY A worksheet from Nolera · Version 7 October 2026 Guide: https://www.nolera.se/en/guides/change-web-agency Use this worksheet to describe what should stay, move or be rebuilt. Write “unknown” where something needs investigation. Agree scope and responsibilities before ordering; this is not a quote or approval for a move. Do not write passwords, authorisation codes, API keys or other sensitive information here. Record only the responsible role, business contact and how authorised access can be arranged. Share login details through the provider’s agreed method, outside this worksheet. 1. THE BUSINESS AND THE CHANGE Business/project: ______________________________________________ Current public website address: ________________________________ Responsible person at the business: _____________________________ Business contact route for the handover: ________________________ Current agency and its contact details: _________________________ New agency and its contact details: _____________________________ Preferred date: ________________________________________________ Confirmed date, if available: ___________________________________ What needs to work better? ______________________________________ ______________________________________________________________ Which parts will change? Tick and record what has been agreed. [ ] Website [ ] Hosting [ ] Domain registrar [ ] DNS [ ] Email service [ ] Needs investigation 2. DOMAIN AND REGISTRAR Domain to keep: _________________________________________________ Registered holder (business or internal reference): _____________ Current domain registrar: ______________________________________ Person responsible for renewal and invoices: ____________________ Is an authorised administrator available? Yes / no / unknown Who arranges access or contact with the registrar? ______________ Will the registrar change? Yes / no / needs investigation If a transfer is needed, who handles the authorisation code outside this worksheet? ______________________________________________________________ Who checks that the transfer has been confirmed? ________________ 3. DNS Current DNS provider: ___________________________________________ Person responsible for DNS: _____________________________________ Are existing records documented/exported? Yes / no / unknown Where can the responsible technician get the documentation? _____ How is authorised access arranged? ______________________________ What needs to change for the website? ___________________________ Which records are needed for email and other existing services? Identify the documentation, without secret verification values: ______________________________________________________________ Who checks the settings before and after the change? ____________ 4. WEBSITE AND HOSTING Current website platform/system: ________________________________ Current hosting: ________________________________________________ Person responsible for administration and access: _______________ How is authorised access arranged? ______________________________ Will the website stay, move or be rebuilt? ______________________ Materials that can be reused: ___________________________________ Export needed, format and responsible person: ___________________ Materials or features to replace: _______________________________ List of old URLs held by: _______________________________________ Who plans retained URLs and redirects? __________________________ Who is responsible for receiving form submissions? ______________ 5. EMAIL Current email provider: _________________________________________ Person responsible for the email service: _______________________ Will the service stay or move? __________________________________ Affected accounts/aliases documented separately by: _____________ Is there a plan for old messages if email moves? _________________ Person responsible for any email migration and checks: __________ Who checks incoming and outgoing email? _________________________ Who checks messages from website forms? _________________________ 6. AGREEMENTS, COSTS AND TERMINATION Agreements/services to keep: ____________________________________ Agreements/services to end or replace: __________________________ Who checks notice periods and other terms? ______________________ Agreed cost for handover or other extra work: ____________________ What has not yet been priced? ___________________________________ Who plans the termination dates for old services? ________________ Which checks must be complete before termination? _______________ ______________________________________________________________ 7. CHECKS AND OUTSTANDING QUESTIONS Website and important URLs: responsible person __________________ Redirect checks: responsible person _____________________________ Contact forms and email: responsible person _____________________ Recovery plan if something needs restoring: responsible person __ Follow-up after launch: responsible person ______________________ Question to investigate: ________________________________________ Who will find the answer? _______________________________________ Review date: ____________________________________________________ Copy the last three rows for further questions. ABOUT THIS WORKSHEET Changing web agency does not automatically mean changing domain or email service. A website package does not automatically include all migration work. Use this worksheet to get a written proposal with scope, responsibilities and price. Primary sources and further reading: Swedish Internet Foundation, changing registrar: https://internetstiftelsen.se/domaner/registrera-ett-domannamn/ Google, hosting moves without URL changes: https://developers.google.com/search/docs/crawling-indexing/site-move-no-url-changes Nolera’s guide and worksheet are free to use in your own planning.