IT supplier brief and handover checklist

Demand IT AB · Working template · 11 September 2026

Use this with any supplier. Do not put passwords or personal data in it.



BUSINESS AND SCOPE

Company / contact:

Premises / remote workplaces:

Computers / users / email addresses:

Systems and business-critical tasks:

Current provider and agreement end date:

Required service hours and contact channels:



ASK EVERY SUPPLIER

Base fee, unit prices and included hours:

Setup, licences, hardware, travel and other extras:

First response vs resolution; when does each clock run?

Ownership of equipment, accounts and documentation:

Backup scope, retention and test restore:

Access approval, MFA and removal of access:

Notice, exit fees, export formats and handover effort:



HANDOVER RESPONSIBILITIES

Person responsible at customer / outgoing / incoming provider:

Inventory and dependencies checked:

Administrative access transferred through a secure channel:

Backups and restore checks accepted:

DNS, domain, tenant and licences accounted for:

Staff informed of the new support contact:

Rollback plan and acceptance criteria agreed:

Old access revoked after accepted handover:



CONSULTANT BRIEF

Tasks / expected responsibilities:

Required skills / trainable skills:

Working hours, workplace, manager:

Start date / assignment length / budget:

Relevant work example for skills assessment:

Reference and certificate checks agreed:



DECISION RECORD

Supplier / scope / missing information / total cost:

Chosen option and reasons:

Approved by / date: