Service guides / SaaS development
Handover checklist · SaaS developmentDocument approvals: handover checklist
Make the result understandable to the next person. Start with sample documents and an approval matrix and plan a versioned review and signoff journey.
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The project in view
- Start with
- sample documents and an approval matrix.
- Proposed result
- a versioned review and signoff journey.
- A decision to resolve
- approving a version that has since changed.
This is a planning example. It does not describe a completed client engagement.
Handover checklist for this project
- Agree ownership of hosting, backups, billing accounts, product support and future releases.
- Deliver a versioned review and signoff journey with references to sample documents and an approval matrix.
- List any unresolved questions about approving a version that has since changed, with an owner and proposed next step.
Questions to answer together
- Which files, instructions and access details must be transferred?
- Who owns updates and unresolved questions?
- How can someone trace a result back to its source?
What to have at the end
A handover register with deliverables, owners, known limitations and open actions.
Record the decision on approving a version that has since changed alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.
Prepare your enquiry
Use this as a starting point. Add your current process, available examples and constraints before sharing.
Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.