Information inventory
Identify the published record, source files, metadata, user and role records, configuration, documentation, supplier dependencies and working knowledge relevant to the assignment. This makes gaps and dependencies visible before a change becomes urgent.
Ownership and authorised access
The engagement should distinguish client-owned materials, third-party platform records, Harrowell working materials and any records subject to editorial, contractual or legal restrictions. Approved access and named contacts should be reviewed as roles change.
Transition and handover
A good handover includes the information required to operate the service after change: inventories, documentation, open issues, role mapping, access transfer, outstanding obligations and the practical sequence for the receiving team.
Exit and continuity planning
The end of an engagement should not create a gap in publishing delivery. The exit plan should identify timing, responsibilities, document return or retention, access withdrawal, data transfer checks and any agreed period of transition support.