# Client handoff

## Engagement

- Client:
- System:
- Version:
- Handoff date:
- Client owner:
- Backup owner:
- Consultant:

## Delivered

- [ ] Written scope and exclusions
- [ ] Current and target workflow
- [ ] Configuration record
- [ ] Approved intake and knowledge content
- [ ] Test evidence and open issues
- [ ] Staff training record
- [ ] Operating procedure
- [ ] Manual fallback
- [ ] Maintenance calendar
- [ ] Vendor and cost record

## Accounts and access

| System | Client account owner | Roles | Consultant access removed | Recovery verified |
|---|---|---|---|---|
| | | | | |

No passwords or recovery codes belong in this document.

## Operation

- Normal review cadence:
- Handoff triggers:
- Prohibited decisions and data:
- Disable owner and step:
- Manual fallback location:
- Incident contact:

## Maintenance

- Weekly owner:
- Monthly knowledge and permission owner:
- Quarterly export and rollback owner:
- Renewal review date:

## Open issues and future ideas

Separate accepted scope from future work.

| ID | Item | Risk | Owner | Decision date |
|---|---|---|---|---|
| | | | | |

## Acceptance

- Client owner confirms the system’s purpose, limits, operating procedure,
  fallback, and maintenance ownership:
- Name:
- Date:
- Notes: