Software & apps · Planning worksheet

Contract exit planning: prepare usable exports

Illustrative situation

A team discovers near the end of a supplier relationship that it cannot retrieve configuration or records easily.

The decision

Plan the operational exit before the review deadline. Verify export formats, access and responsibilities using the actual agreement and a practical demonstration.

Rehearse this before accepting the change

Open an exported sample without the supplier's interface; confirm it is usable for the agreed purpose.

Use fictional examples and an authorised test environment. Record what happened, the evidence you inspected and any issue that still needs a responsible owner.

Choose a useful measure

Track exit dependencies that remain untested before the decision date.

Agree the definition and baseline with the team doing the work. Review the result over a comparable period and note other changes that could affect it.

Healthcare software workflow connecting task cards, a checklist and a database.
Map the work and the information it depends on.
Healthcare software testing with normal paths and a separate exception route.
Test the exceptions as well as the normal workflow.
Healthcare software handover with a code folder, configuration controls, key and maintenance notebook.
Agree ownership, configuration and ongoing maintenance.

Your planning worksheet

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to record

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Further reading

These primary sources provide additional context for the project decisions above.

Related decisions

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