Transition Assurance
Prove the handover happened.
Most handovers are a meeting and a shared folder. Transition Assurance turns one into a case: the responsibilities that must move, the evidence that each one did, the access that was revoked or transferred, and an independent manager's sign-off — without rating anyone.
A handover, stage by stage
What happens, who is involved, and what stops it.
Select a stage to see the people, the knowledge and records involved, the evidence it leaves, and what can hold the case open.
People
- Asha Rao, leaving the role
- Her manager, who opens the case
Knowledge and records
- Transition case TC-0088
- Reason: internal move, 4 weeks' notice
Evidence produced
Case opened, with the person, the reason and the date.
What can stop it here
Nothing specific to this stage; the case moves on when its records exist.
Fictional case. The stages are the product's; the people and records are illustrations.
Seven kinds of transition
From a planned retirement to a departure with no notice.
- ResignationA notice period to capture and hand over.
- Internal transferThe person stays reachable; the role moves.
- RetirementDecades of judgement, with time to capture it.
- Long absenceCover that must work from day one.
- Role changeResponsibilities split between people.
- Contractor exitKnowledge and access that must not walk away.
- Emergency departureNo notice, no capture window: the case records what could not be captured.
A. Rao → D. Okafor · internal transfer
- R1Month-end reconciliation
- R4Quarterly supplier review
- A2Supplier portal administratortransferred
- A3Bank file upload rolerevoked
Illustration · fictional data · not a product screenshot
How it works
Readiness is demonstrated, not assumed.
- 01Open the caseChoose the kind of transition, the person leaving, the person or people taking over, and the manager who will sign it off.
- 02List the responsibilitiesEach responsibility has a cadence — daily, monthly, year-end, on exception — so nothing seasonal is forgotten.
- 03Capture and teachLink each responsibility to its approved procedure, or capture it now. Rule-based proposals flag a missing procedure or checklist item.
- 04Climb the ladderLearned, then understood, then demonstrated, then confirmed by a manager. Watching a video is not a handover.
- 05Record access custodyFor each access the person held: revoked, transferred or retained, and to whom. It is recorded, never executed in another system.
- 06Sign off independentlyA manager outside the leaver's line signs the case off. Signing off early fails, and says which responsibility is still open.
What exists today
Built and tested; not yet in customer use.
- Transition cases and knowledge-transfer plansOpen a case when someone resigns, retires, transfers or leaves suddenly, and list the responsibilities that must be handed over.Built and tested
- Successor readiness, demonstratedEach responsibility moves from learned to understood to demonstrated to manager-confirmed. Watching a video is not a handover.Built and tested
- Independent manager sign-off and handover reportAn independent manager signs the case off; signing off early fails, and says why. No score or rating of any person is stored.Built and tested
- Access and custody recordsRecord which access existed and whether it was revoked, transferred or retained. The platform records the decision; it never acts inside another system.Built and tested
- AI-assisted handover planningAn assistant that drafts the knowledge-transfer plan for a person to approve.On the roadmap
Signing off is not available yet
R4 “Quarterly supplier review” is learned but not yet demonstrated.
- R4 demonstrated · 22 Oct
- Signed off by an independent manager23 Oct
No rating storedAudited without free text
Illustration · fictional data · not a product screenshot
Fail closed
A sign-off that cannot happen early.
The case refuses sign-off while any responsibility is not yet demonstrated, and says which one, in words. The person leaving and the person taking over each see only their own part; someone outside the case sees nothing.
Bring one real handover to a pilot.
A pilot can run Transition Assurance on a handover you already have coming — with fictional data first, and your own only once terms and a data agreement are in place.