Transition Checklist
Use this checklist to make an outsourcing conversation more concrete before committing to a vendor or scope.
Advertisement
- Define the work in plain language
- Name the internal owner
- List required systems and data
- Confirm what the vendor will not do
- Set review dates and reporting expectations
- Agree escalation steps
- Plan access removal and exit
- Record open questions for professional review
Use the checklist carefully
Checking every box does not mean the arrangement is safe or suitable. It means you have better questions for your provider and professional advisers.