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NT-049 / Decision pack

Client offboarding and handover

Finish with a clear handover.

Coordinate deliverables, responsibilities and access changes with a recorded handover. Preserve unresolved issues rather than marking an engagement complete too early.

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Editable .xlsxPDF guideNo macros

Start with the decision

What remains to transfer, confirm or close?

Service teams ending or transferring an engagement.

From input to next step.

  1. 01

    Agree the handover scope

    List deliverables, responsible people, dates and destination systems. Identify material that must remain restricted or cannot be transferred.

  2. 02

    Confirm receipt

    Record the recipient and acknowledgement for each deliverable. Schedule access changes through authorised administrators, not through the workbook.

  3. 03

    Close open actions

    Make unresolved issues visible and assign a new owner. Retention and deletion follow the applicable organisational policy; never delete records merely because a row is closed.

A look inside

The example, in plain sight.

Fictional values from the workbook. Amounts are illustrative currency units, not a market rate or a customer result.

Handover item
Final source files
Owner
Project lead
Recipient
Client owner
Due date
2026-10-28
State
Complete
Evidence reference
Receipt noted
Open items
0

Before you use the result.

  • Use references instead of credentials.
  • Agree access changes before carrying them out.
  • Separate handover completion from retention obligations.

This is coordination guidance, not a data-retention policy or an instruction to delete records.

A few useful answers.

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What will I receive?

Each product includes a PDF guide, an editable Excel workbook, a fictional worked example, a blank worksheet with 50 prepared rows and a decision log. Working kits also include an implementation plan and an adaptable message. The exact file list is on each product page.

What software do I need?

A PDF reader and spreadsheet software that supports standard .xlsx formulas. The workbooks contain no macros or external data connections. Formula results depend on your inputs and your spreadsheet software recalculating them. No paid AI account is required.

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