HANDOFF GUIDE / REVIEWED JULY 22, 2026
Intended outcome: A usable operating handoff and reduced dependency.
Close a technology project without leaving the vendor as the only operator
Require business-owned access, architecture, configuration, procedures, open issues, exports, recovery evidence, training, and review dates.
Work through the change in order
- 01
Verify business ownership of domains, accounts, billing, and administrator access.
- 02
Receive the current system map, decisions, configurations, and data flows.
- 03
Run routine, exception, recovery, and offboarding procedures.
- 04
Transfer source files, exports, credentials through an approved channel, and open issues.
- 05
Schedule access removal and the first post-launch review.
Save evidence for these checks
- Two business-controlled administrators can operate.
- Documentation matches the production state.
- The business can export data and contact support.
Hold the rollout when a boundary breaks
- Vendor-owned critical account
- Missing recovery method
- Undisclosed integration