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Implementation ·

A practical handoff checklist

A short list to make sure a closed deal becomes an operational success.

Handoffs fail quietly. Use this checklist to make the next person succeed:

  • Capture the acceptance criteria agreed with the customer.
  • Document the real stakeholders and decision owners.
  • Set a short adoption checkpoint plan with dates and owners.
  • Identify the top two risks and who will resolve them.

A good handoff doesn’t create more meetings; it makes the next meeting useful.