Support & operations · Planning worksheet

Healthcare supplier offboarding: inventory the handover

Illustrative situation

A website supplier is leaving, but the handover request mentions only source code. Hosting configuration, design assets and maintenance instructions are missing.

The decision

Build the handover inventory around the ability to operate and change the service. Agree the deliverables and authorised recipients before the final transition.

Rehearse this before accepting the change

Ask the incoming authorised maintainer to explain how they would deploy, diagnose and restore the service using the proposed handover pack.

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 accepted handover items and unresolved operational gaps.

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

Entries stay in this page and are not submitted to Kay & Co. Download your notes before leaving; the page does not save them.

Further reading

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

Related decisions

Turn the brief into a working service

Kay & Co. can help you scope the work, design the experience and deliver the right solution for your organisation.

Explore support & operations services or discuss your project.

Try the free Healthcare Digital Planner to find your starting priority.