Staff-change closeout

Close the transition without pretending every question is resolved.

This blank card focuses on administrative continuity when portfolio responsibility changes.

General closeout prompts

  1. Confirm the outgoing and incoming roles and their authority boundaries.
  2. Confirm who now controls system access and corrections.
  3. Separate documented source categories from undocumented assumptions.
  4. Preserve unresolved permission, accuracy, and donor-choice questions.
  5. Route reserved judgments to the authorized leader or qualified professional.
  6. Set a date for reviewing the framework-not any person's status.