Transfer of responsibility.
WHAT TO PROVIDE
Access credentials Documentation of the setup What is installed and why Where backups go and how to restore Scheduled tasks and what they do Known issues and quirks
WHAT TO DO
Walk through it together rather than sending a document Watch them perform a routine task Be available for a handover period
WHAT TO CHANGE AFTERWARDS
If you are leaving, they should change credentials.
If they are leaving, you must.
THE ACCESS AUDIT
Who has keys, who has accounts, what has access.
Remove anything belonging to people no longer involved.
WHAT PEOPLE FORGET
Keys added years ago Accounts for former staff Third-party monitoring or backup services with access
FOR CLIENTS
If you managed a server for a client and the relationship ends, hand it over properly.
Obstruction damages your reputation permanently.
