Client Training Program Handoff (Handoff)

Client Training Program Handoff (Handoff)

1. 01

   Freeze the course catalog and record its state before any access changes

   Export a full course list with version numbers, enrollment counts, and completion rates so the receiving team inherits a dated baseline rather than a moving target.

2. 02

   Map every admin, instructor, and reporting role to a named person on each side

   Multi-tenant platforms such as Absorb LMS and LearnUpon separate audiences by portal, so an unmapped role becomes a silent gap in who can see which client's learners.

3. 03

   Transfer content ownership, not just content

   Confirm that source files, SCORM packages, and AI-generated drafts live in a shared repository the client controls, since authoring tools like TalentCraft or Create+ output is worthless if it stays locked in one account.

4. 04

   Document the enrollment and notification logic in plain language

   Write down every automated email, reminder cadence, and group assignment rule; these are the first things to break when a new admin edits a course without knowing what depends on it.

5. 05

   Run a 14-day parallel access window with both teams live

   The outgoing owner keeps read access while the incoming admin completes one full cycle of enrollment, completion reporting, and certificate issuance unaided.

6. 06

   Reconcile the compliance record against the client's audit requirements

   Pull completion evidence for every mandatory course and confirm retention periods match what the client's regulator or procurement contract demands.

7. 07

   Set the 30-day adoption checkpoint with named owners and a numeric target

   Agree on a specific activation figure (for example, 70 percent of assigned learners logging in within 30 days) so the handoff has a measurable exit rather than a handshake.