Operating ProcedureExecution layer

Client-Facing Eval Scorecard Handoff (Handoff)

A handoff with 6 steps: Freeze the eval suite at the version the client signed off on.

By InnovaAI ResearchPublished

What are the steps?

handoff

Client-Facing Eval Scorecard Handoff (Handoff)

  1. 01

    Freeze the eval suite at the version the client signed off on

    Tag the dataset, judge prompts, and scoring rubric with a release number so the receiving team can reproduce any score the client saw during the pitch.

  2. 02

    Package the scorecard as a one-page artifact the client can forward internally

    Include pass rate, p95 latency, cost per resolved conversation, and the three failure modes that remain open. Clients forward this to procurement; make it self-contained.

  3. 03

    Transfer trace access with scoped credentials, not shared logins

    Issue read-only seats in the observability platform (Langfuse, Braintrust, or Arize all support role-scoped API keys) and document who holds admin.

  4. 04

    Record the judge calibration session on video and hand over the recording

    When a human reviewer overrides an LLM judge, the reasoning is the transferable asset. A 20-minute recording prevents the next team from re-litigating scoring thresholds.

  5. 05

    Write the drift alarm thresholds into the retainer scope document

    State the numeric trigger (for example, pass rate drops 8 points week over week) and the response time the agency commits to. Unwritten thresholds become disputes.

  6. 06

    Schedule a 30-day joint review before the handoff meeting ends

    Book it on the calendar during the call. Handoffs without a scheduled follow-up decay into support tickets within six weeks.