Why documentation and handover matters more than it looks
This is one of those topics that looks small until it costs you something. Documentation and handover is easy to treat as a detail, and that is exactly why it is worth a few minutes of attention.
Strategy work is mostly deciding what not to do, and writing it down so it stays decided. Anything you cannot measure here, you are deciding by taste, which is fine as long as everyone knows it.
What is actually at stake
Handover is a deliverable, not a courtesy. This is the sort of thing that compounds, quietly, in both directions. Anything you cannot measure here, you are deciding by taste, which is fine as long as everyone knows it.
It should include credentials, hosting, and how to deploy. The cost of getting this wrong is rarely visible on the day it happens. Budget a little time for it every quarter and it never becomes a project of its own.
The mistakes we see most
If only one person can run it, you have a risk. Where this goes wrong is almost never a lack of knowledge. If it only works because one person remembers to do something, it does not work yet.
The short version
Clear scope protects the client at least as much as it protects the agency. Three things worth confirming about documentation and handover before you move on:
- Someone can say what the current setup is without going to look
- If only one person can run it, you have a risk — and you know whether that is true here
- There is a way to tell whether the last change to this helped
If any of that sounds like a description of your current setup, it is fixable.