What to collect before an IT provider handover
A practical inventory for the person coordinating a change of IT support.
A handover works best when someone at the business can answer three questions. What do we own? Who can administer it? Where do staff go for help on the first day?
Start with ownership
List your domain registrar, cloud tenant, internet provider and software subscriptions. Record the business owner, billing contact and renewal date for each. Confirm that the organisation controls its recovery contact details.
Map devices and open work
Gather asset lists, device ownership, network diagrams and unresolved tickets. Ask each department which tasks would stop if a particular application or printer went offline. Those details help the incoming provider prioritise the handover.
Agree on the changeover
Write down the date each responsibility moves, the escalation contact and the fallback if access is missing. Transfer credentials through an agreed secure channel and review the old provider’s access after the handover is complete.
Prepare staff for day one
Send staff the new support route and explain what details to include when reporting an issue. Check in with a small group after the transition and use their feedback to refine the process.