# Agency operations handover checklist

An example worksheet from ScaleVirtual. Adapt it to your agency; this is not a client record or a fixed service commitment.

## Define the work
- Recurring task and reason it matters:
- Trigger and expected frequency:
- Input needed and where to find it:
- Named task owner:
- Backup or escalation contact:
- Agreed completion or response target:
- What is explicitly outside scope:

## Agree access and decisions
- Accounts and access permissions required:
- Approved way to grant and revoke access:
- Work the owner can complete independently:
- Work needing approval before it is sent or changed:
- Sensitive requests that must be escalated:

## Run and review
- Link to current SOP:
- Definition of done:
- First sample task to review together:
- Where task status and blockers are recorded:
- Reporting schedule:
- Date and owner of the next process review:

Services: https://scalevirtual.co/services