# How to End an Agency Relationship and Plan the Handoff: Editable Worksheet

This worksheet accompanies [the Agency Field Guide article](https://agencyfieldguide.com/guides/how-to-end-an-agency-relationship) by Tim Kilroy.

Copy this document into your preferred editor. Replace the bracketed prompts with your details, remove inapplicable items and agree on the result with the people responsible for the work. Keep confidential information in an appropriately controlled location.

## Keep the termination message clear.

Use the following wording as a drafting aid for review, not as a legally sufficient notice for every agreement.

"We are giving notice that we intend to end [specified engagement] in accordance with [applicable agreement and provision]. Our reviewed effective date is [date]. Please confirm receipt through the process required by the agreement.

We would like to agree on a transition plan covering current work, account access, deliverables, data handling and outstanding financial matters. [Client owner] will coordinate the handoff with [agency contact].

Until the transition responsibilities are agreed, please follow the existing authorized scope and obtain approval before making new commitments beyond it."

Have the appropriate adviser verify the wording, date and delivery process before sending. Avoid using a routine notice template to make an unsupported allegation of breach.

## Use this exit and handoff plan.

Assign an owner to each item and verify completion.

- [Authorized person] has confirmed the notice requirements, effective date and financial obligations.
- [Owner] will maintain each live activity until [handoff date].
- We have verified administrative access, billing and recovery arrangements for [accounts].
- [Receiving owner] will accept [assets and documentation] against [requirements].
- We have confirmed the rights and licenses needed to use [work and third-party assets].
- We will handle data under [agreement and applicable requirements], with [confirmation process].
- We will remove or revise access through [security process] after [continuity checks].
- We will record unresolved matters and their owners in [location].

Verify that the business and its successor can operate the agreed work before marking the handoff complete. Use [the onboarding guide](https://agencyfieldguide.com/guides/how-to-onboard-a-marketing-agency) to prepare the incoming agency and avoid repeating the information gaps that weakened the previous relationship.