Support & operations · Planning worksheet

Healthcare supplier exits: test operational continuity

Illustrative situation

A handover meeting is complete, but the incoming team has not performed a deployment or handled a support request. Knowledge transfer remains untested.

The decision

Accept the transition through representative operational tasks, with the outgoing supplier available for agreed clarification. Record unresolved dependencies before closing the handover.

Rehearse this before accepting the change

Have the incoming team complete a safe test change using only the handover materials and approved access.

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

Measure operational acceptance tasks completed without undocumented supplier assistance.

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 website maintenance with infrastructure, a status panel, tools and an operational checklist.
Monitor the useful journey, not just whether a server responds.
Healthcare backup and recovery illustrated by storage copies, an archive folder and a restoration route.
Test whether a backup can restore a usable service.
Healthcare digital support handover with an inventory, key, incident timeline and dependency map.
Keep responsibilities and recovery instructions available.

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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