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Handover checklist · SaaS developmentTraining portals: handover checklist
Make the result understandable to the next person. Start with course outlines and enrolment rules and plan a learner enrolment-to-completion journey.
Available remotely for local and international enquiries. Platform choice and final scope depend on your requirements.
The project in view
- Start with
- course outlines and enrolment rules.
- Proposed result
- a learner enrolment-to-completion journey.
- A decision to resolve
- completion records changing with course versions.
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 learner enrolment-to-completion journey with references to course outlines and enrolment rules.
- List any unresolved questions about completion records changing with course versions, 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 completion records changing with course versions 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.