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Watch turnover checklist

Pre-Turnover Preparation

Review the current watch status and documentation.

Prepare a list of ongoing projects and tasks associated with the watch.

Compile a summary of recent incidents and resolutions for reference

Create a list of critical issues or risks that need monitoring after the turnover

Ensure all necessary equipment or tools are ready and in working condition

Confirm availability of training materials for the incoming team

Knowledge Transfer

Schedule a knowledge transfer session with the outgoing team member.

Document key processes and procedures related to the watch.

Create a list of important contacts and escalation paths.

Compile past incident reports and resolutions for reference.

Review any unique configurations or customizations in place.

System Access and Permissions

Verify that the outgoing team member's access to systems is documented.

Revoke access for the outgoing team member after the turnover.

Ensure that the incoming team member has the necessary permissions set up.

Document any special access requirements for tools or platforms.

Documentation and Reporting

Update all relevant documentation to reflect the current watch state.

Ensure that all reports are generated and delivered to necessary stakeholders.

Archive previous watch documentation for future reference.

Confirm that any dashboards or monitoring tools are updated to reflect the new watch owner.

Final Handover

Conduct a final walkthrough of the watch procedures with the incoming team member.

Review any critical timelines or deadlines related to ongoing tasks.

Confirm that the incoming team member feels comfortable with the transition.

Schedule follow-up meetings to address any questions or concerns post-turnover.

Post-Turnover Follow-Up

Set a timeline for check-ins with the incoming team member after the turnover.

Encourage ongoing communication between the outgoing and incoming team members.

Collect feedback on the turnover process for continuous improvement.

Review performance metrics after a defined period to ensure smooth operations.

This checklist can help ensure a smooth transition during the handover of responsibilities in an IT organization.

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