Agree on the scope first
Identify what the incoming provider will manage and when responsibility changes. Resolve gaps before the transition.
Confirm ownership and access
Know who owns domains, subscriptions, accounts, and equipment. Arrange secure credential transfer through an agreed process.
Protect the recovery path
Review backup coverage and recovery procedures before changing tools or removing access.
Plan the handover
Coordinate documentation, open issues, key contacts, and timing with the outgoing provider. Agree on any changes that could affect staff.
Tell your team what changes
Explain how to request help, when the new process begins, and who to contact if something is unclear.
Your conversation checklist
Tick these off as you prepare. This site does not save your checks. Print a copy for your notes.
Notes / owner / next step: