Handoffs & Decision Log
5 open handoffs · 3 decisions recorded
Handoffs Board
To Do3
access
Okta super-admin access transfer
Tom Brennan → Sarah Chen
Due: Jan 22, 2026
doc
Vendor contract files + renewal calendar
Marcus Rivera → Jenna Park
Due: Jan 30, 2026
sop
Payroll processing runbook + ADP credentials
Tom Brennan → Rachel Kim
Due: Jan 22, 2026
In Progress1
credentials
Bank portal admin credentials + token device
Marcus Rivera → Sarah Chen
Due: Jan 20, 2026
Blocked1
report
Client revenue breakdown + pipeline report
David Okonkwo → Sarah Chen
Due: Jan 25, 2026
Done0
Empty
Handoffs Detail
| From | To | Type | Description | Acceptance Criteria | Due | Evidence | Status |
|---|---|---|---|---|---|---|---|
| Marcus Rivera | Sarah Chen | credentials | Bank portal admin credentials + token device | Buyer can log in and view all accounts | Jan 20, 2026 | Login screenshot | in progress |
| Tom Brennan | Sarah Chen | access | Okta super-admin access transfer | New admin can provision/deprovision users | Jan 22, 2026 | Okta admin panel screenshot | todo |
| Marcus Rivera | Jenna Park | doc | Vendor contract files + renewal calendar | All contracts indexed in shared drive | Jan 30, 2026 | Shared drive link with index | todo |
| David Okonkwo | Sarah Chen | report | Client revenue breakdown + pipeline report | Revenue by client for last 12 months + current pipeline | Jan 25, 2026 | Excel or CRM export | blocked |
| Tom Brennan | Rachel Kim | sop | Payroll processing runbook + ADP credentials | HR can run payroll independently | Jan 22, 2026 | Successful test payroll run | todo |
Decision Log
3 decisions recorded
Retain incumbent CFO for 90-day transition
Jan 16, 2026CFO has critical bank and lender relationships; immediate replacement too risky
FinanceHRBanking
Owner: Sarah Chen+$45k
Follow-up: Conduct retention conversations with key staff
Migrate to new data warehouse within 90 days
Jan 18, 2026Current Snowflake instance under seller's account; must transfer
ITDataReporting
Owner: Tom Brennan+$25k
Follow-up: Migrate data warehouse access to new admin
Implement dual-signatory policy immediately
Jan 20, 2026Standard PE control; no single person should authorize payments >$10k
FinanceBankingCompliance
Owner: Sarah Chen
Follow-up: Implement dual-signatory policy for AP