Handoff
Plan the final handoff before work begins
The professional may create accounts, prompts, automations, code, documentation, or configurations the business must own after the engagement.
The business should know how to operate, change, and stop what it pays to create.
The professional may create accounts, prompts, automations, code, documentation, or configurations the business must own after the engagement.
Start with these decisions
- List the accounts, assets, source files, settings, documentation, and credentials involved.
- Keep business-owned accounts and approved credential storage under accountable control.
- Specify training, support, defect correction, and dependency ownership.
- Confirm how access is removed and how the former workflow resumes if support ends.
Do not let an impressive proposal replace accountable buyer judgment
Never place passwords, recovery codes, private keys, or production exports in a general project document. Use approved access and secret-management practices.