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Transition Assurance

Prove a handover happened, not just that it was documented.

When someone leaves, changes role or takes leave, knowledge leaves with them. Transition Assurance is designed to turn a handover into a governed case with an owner, a successor, evidence and a decision.

The problem it addresses

Handovers are usually a document and a conversation. Nobody can later show what was passed on, what was missed, or whether the successor could actually do the work.

How it is designed to help

  • A handover case

    One record for the departing person, the successor, the date and what has to be covered, with a clear owner.

  • Coverage you can see

    What has been identified, what has been reviewed, what is confirmed, and where gaps remain, including which gaps are critical.

  • Evidence, not assurance

    The successor's training and practical checks attach to the case, so readiness rests on something a reviewer watched.

  • A decision on the record

    Sign-off is a person's recorded decision, with the open gaps stated, not a box that quietly ticks itself.

How it connects

It draws on SOP Intelligence for the procedures being handed over, on Training and Practical Verification for the successor's readiness, and on Executive Intelligence for a view across every open handover.