Client Delivery Plan
Manage discovery, delivery, review, and handoff with a client-facing project timeline.
Best for managing a client engagement from discovery through handoff.
Your first project is included. Existing accounts stay subject to their available project capacity.
A client delivery plan that carries agreed work from discovery through approval and handoff.
Use this client delivery plan template to make every handoff from kickoff through client approval easier to see. The schedule protects the sequence from requirements through approval, including room for review and revisions before the final handoff.
It begins with a short discovery phase, turns agreed requirements into a delivery plan, and then gives the client review and revision cycle its own place in the schedule. That makes the approval path explicit instead of treating it as a final administrative step.
The public template intentionally does not contain client data, contracts, invoices, or private files. Add those details only in the project you create for the engagement.
Included schedule
14 rows, 9 links, already sequenced.
A read-only preview of the published version. Click a bar, double-click it, or press Enter in the preview to inspect it.
Read-only shared Gantt preview. Click or focus a bar and press Enter to inspect it.
Schedule details
Complete schedule table
The same published schedule is available below as a semantic table for detailed review.
| Work item | Type | Schedule | Duration | Depends on |
|---|---|---|---|---|
| Discovery | Phase | Days 1–5 | Derived rollup | — |
| Project kickoff | Milestone | Day 1 | Milestone | — |
| Gather requirements | Task | Days 2–4 | 3 working days | Project kickoff |
| Requirements approved | Milestone | Day 5 | Milestone | Gather requirements |
| Delivery | Phase | Days 6–16 | Derived rollup | — |
| Create work plan | Task | Days 6–7 | 2 working days | — |
| Execute delivery | Task | Days 8–15 | 8 working days | Create work plan |
| Midpoint review | Task | Days 12–13 | 2 working days | Create work plan |
| Delivery ready | Milestone | Day 16 | Milestone | Execute delivery, Midpoint review |
| Acceptance | Phase | Days 17–25 | Derived rollup | — |
| Client review | Task | Days 17–19 | 3 working days | — |
| Apply revisions | Task | Days 20–22 | 3 working days | Client review |
| Client approval | Milestone | Day 23 | Milestone | Apply revisions |
| Handoff | Task | Days 24–25 | 2 working days | Client approval |
Who it helps
- Client services teams managing agreed deliverables
- Project managers coordinating reviews and handoff
What is included
- Kickoff and requirements approval
- Work planning, execution, and midpoint review
- Client review, revisions, approval, and handoff
Adapt it after creation
- Replace generic work with the agreed deliverables
- Add named owners and client review dates
- Add contract-specific acceptance steps after creation
How to use this template
A practical path through the schedule.
- 1
Establish an approved foundation
Start at kickoff, gather requirements, and use Requirements approved to clarify what the delivery team is taking forward.
- 2
Manage the delivery window
Create the work plan, execute delivery, and run a midpoint review before the Delivery ready milestone.
- 3
Finish with acceptance and handoff
Keep client review, revisions, approval, and handoff linked so the final delivery path remains clear to the team and client.
Not included
Planning aid
This template is a planning aid and does not replace client contracts, acceptance criteria, or professional advice.
- Client contacts and members
- Contracts
- Credentials
- Invoices
- Payment details
- Private deliverables and files
- Time billing
Template FAQ
Answers before you start.
What does this client delivery plan template include?
It includes kickoff, requirements approval, work planning, execution, midpoint review, client review, revisions, client approval, and handoff.
Is this template suitable for a client-facing project?
Yes. It is designed for teams that need a clear sequence from discovery through acceptance, while leaving the project-specific deliverables and client details for the private project.
What should I add after creating the delivery plan?
Add the agreed deliverables, named owners, client review dates, and any contract-specific acceptance steps that apply to the engagement.
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Ready to adapt this schedule?
Create an editable project, set a real start date, and make the plan your own.
Use this template freeYour first project is included. Existing accounts stay subject to their available project capacity.