Handing off internal tools with confidence
A handoff plan that keeps ownership clear and prevents drift after delivery.
Ownership prevents drift
A tool without a clear owner drifts quickly. The handoff starts when ownership is named.
Assign a product owner, a technical owner, and an operations owner with clear responsibilities.
Prepare a handoff package
Provide a concise package that covers operations, architecture, and support pathways.
Keep the package in a shared location and link it from the system itself.
- Runbook with daily tasks
- Support contacts and escalation path
- Dependency list and credentials process
- Data dictionary and key fields
- Rollback steps and change control
- Release notes for the initial launch
Operational runbook essentials
Document the daily and weekly tasks required to keep the system healthy.
Include procedures for common issues such as data correction, reprocessing, and access changes.
- Health checks
- Data correction steps
- Escalation contacts
- Monitoring alerts
- Backup and restore notes
Training and rehearsal
Run training with real scenarios. Walk through a normal task and a known exception.
Capture questions and update the runbook after the session.
Stabilization window
Agree on a short support window for fixes and feedback. Track open issues and close them with owners.
Set a clear end date so the team can move into full ownership.
Support escalation
Define how operators request help and how issues are triaged. A clear path keeps small problems from stalling work.
Include response targets and escalation steps so expectations stay clear.
Change control after handoff
Define how changes are requested, reviewed, and approved. Include rollback steps and release notes.
Schedule a regular review to keep the system aligned with policy and operations.
Handoff checklist
Use a checklist to confirm readiness.
- Owners assigned
- Access granted
- Monitoring in place
- Change control process agreed
- Documentation stored and discoverable
- Next review date scheduled
- Support window confirmed