The handover library
Work you can inspect.
Records you can use.
See how a decision becomes a plan, a tested change and a record your team can work from. Open the samples to see the detail behind the deliverable.
Illustrative samples. Constructed examples with no client data or claimed client results. For supported delivery claims, view selected work.
01 / Assessment & decision record
System map and decision register
Who owns each system, and what needs a decision first?
- What your team can do with it
- Assign ownership, sequence the next actions and brief another provider from the same record.
- Produced through
- Microsoft 365 Risk, Cost & Ownership Review
What is included
The systems reviewed, missing owners, connections and prioritized findings. Each decision records its reason, approver and next action.
The delivered record uses evidence from your agreed scope. This is an illustrative format, not a client document.
02 / Illustrative sample
Cutover plan and migration checks
Can this wave proceed, and what would stop or reverse it?
- What your team can do with it
- Run the agreed change, compare source and target, and accept or resolve exceptions.
- Produced through
- Complex Migration and Cutover Plan
What is included
What will move, the migration groups, prerequisites, stop and recovery steps, source-to-destination checks and the person who signs off.
The delivered record uses evidence from your agreed scope. This is an illustrative format, not a client document.
03 / Illustrative sample
Sign-in policy register and evidence pack
Which access controls can be enforced safely?
- What your team can do with it
- Review the reason for each policy, its test evidence and the exceptions that need an owner.
- Produced through
- MFA and Conditional Access Hardening
What is included
Authentication inventory, policy scope and exclusions, report-only observations, pilot results and exceptions with a review date.
The delivered record uses evidence from your agreed scope. This is an illustrative format, not a client document.
04 / Illustrative sample
Device inventory and as-built configuration
Is the management model ready for the next rollout?
- What your team can do with it
- Repeat enrollment, understand policy assignments and troubleshoot the supported configuration.
- Produced through
- Intune and Autopilot Deployment
What is included
Scoped inventory, enrollment configuration, application assignments, policy reference, pilot checks and the administrator runbook.
The delivered record uses evidence from your agreed scope. This is an illustrative format, not a client document.
05 / Illustrative sample
Restore test log and recovery runbook
Does the recovery plan work under the agreed scenario?
- What your team can do with it
- See what was actually restored, resolve test failures and repeat the recovery procedure.
- Produced through
- Microsoft 365 Recovery Validation
What is included
Scenario, prerequisites, observed recovery timings, data validation, failures and corrective actions. Actual measurements are recorded during testing.
The delivered record uses evidence from your agreed scope. This is an illustrative format, not a client document.
06 / Illustrative sample
Exposure map and decision record
Have sensitive files and access been checked before the Copilot pilot?
- What your team can do with it
- Find files shared too broadly, assign the corrections and define a small pilot with clear completion checks.
- Produced through
- Copilot Permission Cleanup & Pilot
What is included
The permission boundary, sensitive information locations, external access findings, corrective actions and responsibilities and a go, limited-go or wait decision.
The delivered record uses evidence from your agreed scope. This is an illustrative format, not a client document.
07 / Illustrative sample
File structure and keep-or-archive plan
What stays, what moves, and which obligations travel with it?
- What your team can do with it
- Approve the target structure and give site owners a repeatable approach to access and retention.
- Produced through
- SharePoint & Teams Cleanup
What is included
Team and site inventory in scope, keep/merge/archive decisions, target structure, navigation, metadata and permission changes.
The delivered record uses evidence from your agreed scope. This is an illustrative format, not a client document.
Start with the decision
Agree what needs to be known.
Then define the work.
Describe the decision or change ahead. We agree the project, documents and completion checks before paid work begins.