II. CLIENT-SITE CONSULTANT OFF-BOARDING & HANDOVER CHECKLIST

A protocol designed to give clients full authority over the transition process while ensuring continuity and professionalism.

This section is written intentionally so that the client decides the expectations, and Talent Bridge supports the process fully. talk to Susan…

1. Client-Initiated Handover Requirements

• We follow the client’s protocols during the off-boarding of one of our consultants. We encourage the client to share their preferred protocols or a checklist so that we can satisfy their client’s needs. This checklist may include the following (whatever is applicable to the client):
• The client’s preferred handover structure
• The client’s required documentation and deliverables
• Stakeholder expectations for continuity
• Tools, systems, or workflows that The client would like to be transferred
• Specific timelines and transition milestones
• Any internal compliance or security requirements that the client may have set forth
• The client defines the standard — Talent Bridge executes it. talk to Susan…

2. Handover Planning (Aligned With Client Requirements)

• Talent Bride can create a customized handover plan based entirely on the client’s instructions. These may include
• Schedule all knowledge transfer sessions at times convenient for client stakeholders
• Identify which responsibilities need temporary or permanent reassignment
• Map all ongoing tasks against the client’s priorities talk to Susan…

3. Knowledge Transfer & Documentation (Client-Controlled Scope)

Talent Bridge will complete all handover materials as defined by the client, which may include:

• Project status summaries
• Process walkthroughs
• Codebase or workflow explanations
• Model, data, or system documentation
• Access handover (following client security policies)
• Recorded walkthroughs if requested
• All documentation is reviewed and approved by the client before finalization. talk to Susan…

4. Stakeholder Transition Support

Under the client’s direction, Talent Bridge can:

• Facilitate introductions to replacement consultants (if applicable)
• Attend client transition meetings
• Provide clarifications or deep-dive sessions
• Support shadowing or reverse-shadowing if required
• Follow any additional transition rituals defined by the client’s PMO or team leads talk to Susan…

5. Access & Security Compliance

All off-boarding activities follow what the client has outlined security protocols. This may include:

• Returning or wiping equipment (if client-owned)
• Revoking credentials only when the client authorizes
• Following data retention or destruction guidelines
• Ensuring all work products remain stored in client-approved systems talk to Susan…

6. Client Validation & Sign-Off

The transition is considered complete when the client confirms that all requirements have been met.

The client determines:

• Whether knowledge transfer is satisfactory
• Whether documentation is complete
• Whether continuity is protected
• Whether any additional sessions are needed
• Talent Bridge stays engaged until the client signs off.

7. Post-Transition Support

To ensure stability after handover, Talent Bridge provides:

• Temporary access to outgoing consultant for clarifications (if contract permits)
• Oversight from a Delivery Manager to ensure continuity
• Replacement consultant onboarding aligned with client expectations
• Optional extended KT support if requested