Purpose
Keep work moving when responsibility changes.
A practical approach
1. Confirm the client and engagement.
2. Summarise the current position.
3. Identify outstanding information.
4. Confirm the next action and due date.
5. Link the approved supporting documents.
6. Review the incoming owner’s access.
7. Reassign the work and verify the result.
Adapt to your practice
Review this operational starting point against your installed tools, engagement terms and professional obligations.
Need help with this workflow?
Include the article title and your installed module when contacting the team. Please redact confidential details.
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