Build the asset and access transfer checklist
Builds a complete checklist of all assets, tools, credentials, and accesses to transfer — so nothing is missed and each item has a named owner and a verification step.
In / outDeliverable set, tools and systems used, client contact list → Asset transfer checklist with owners and verification steps
You might say…
“The last thing I want is a call three weeks later saying they can't access something we forgot to hand over.”
What it does
From the engagement's working artefacts, enumerate every model, repo, file, credential, and licence that must move to the client, and judge what to hand over versus what firm-side access to revoke. Used to prepare a complete, accountable transfer before executing it.
Trigger: Use before executing the asset transfer to ensure completeness and accountability across all items.
Recognise the problem?
The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
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