CTO HANDOVER PACK — OWNERSHIP, DECISIONS AND CONTINUITY

Editable worksheet — adapt to the actual scope and company.
Version: 2026-09-10

HANDOVER CONTEXT
Outgoing owner / incoming owner / executive sponsor: [ ]
Transfer date, overlap and availability after transfer: [ ]
Mandate, delegated decisions and reserved matters: [ ]
Approved location of company-controlled records: [ ]
Do not record passwords, tokens or recovery secrets in this document.
Reference the approved access-management process instead.

CURRENT PRIORITIES
For each priority: outcome / current state / next decision / owner / due date.
1. [ ]
2. [ ]
3. [ ]
Explicitly paused work and reason: [ ]
Commitments already made to customers, teams or suppliers: [ ]

SYSTEM AND SERVICE REGISTER
Service / business purpose / technical owner / operating owner / record location.
Critical dependencies and failure consequences: [ ]
Deployment and recovery instructions: [ ]
Monitoring, escalation and support arrangement: [ ]
Known limitations or untested recovery assumptions: [ ]

DECISION REGISTER
Decision / date / owner / evidence / alternatives / rationale / review trigger.
Open decisions and consequence of delay: [ ]
Disputed assumptions and who can resolve them: [ ]

PEOPLE AND SUPPLIERS
Team responsibilities, capacity and key-person dependencies: [ ]
Hiring or contractor commitments: [ ]
Supplier contacts, renewal dates, scope and unresolved obligations: [ ]
Sensitive people information must remain in appropriately restricted records.

ACCESS AND CONTROL TRANSFER
Account ownership verified by: [ ]
Repository and infrastructure administration owner: [ ]
Billing, domains and service-renewal responsibility: [ ]
Access review/removal owner and date: [ ]
Emergency access procedure location and authorized owner: [ ]

RISK AND UNFINISHED WORK
Item / observed evidence / consequence / mitigation / next owner / review date.
Distinguish accepted risks from items that have not been reviewed.
Do not mark an item closed merely because this handover is complete.

WALKTHROUGH AND ACCEPTANCE
[ ] Incoming owner locates the current architecture and traces a critical service.
[ ] Incoming owner locates deployment, incident and recovery procedures.
[ ] Upcoming decisions and supplier commitments are explained and assigned.
[ ] Access ownership is verified through approved processes.
[ ] Missing records and incomplete transfers have owners and follow-up dates.
Walkthrough date and participants: [ ]
Acceptance with explicit exceptions: [ ]
Follow-up review date: [ ]

Related guide: https://fractionalctoexperts.com/interim-cto-services