Step 1 of 5
Who owns and can access the essentials?
Ask for a list of business-owned tenants, domains, subscriptions, administrator accounts and supplier relationships. Confirm who is authorised to transfer access. Never put passwords in a general enquiry form.
Step 2 of 5
What would need to be recovered?
List the systems and information the business depends on. Ask what is backed up, how a restore would be checked and who would coordinate it.
Step 3 of 5
What exactly is changing?
Ask for the transition scope in writing. Separate a provider handover from migrations, new security products and changes to business applications.
Step 4 of 5
What will staff experience?
A technically complete handover can still confuse staff. Agree on the support contact, what changes on their devices and how updates will be communicated.
Step 5 of 5
What does the first review look like?
Plan a review after the transition to check unresolved issues, responsibilities and the next priorities. The handover should create a starting point for improvement.
A planning worksheet, not an assessment of your environment. Avoid entering passwords or confidential information in general website tools.