Work Access Handoff
Generic guide for transferring project context and access without platform lock-in. Helps collaborators find code, data boundaries, and environment setup.
When to use
- Handing work to another developer or agent session
- Documenting where artifacts live (git, cloud, local)
- Reducing "where do I start?" friction
When not to use
- Security access reviews (use team IAM process)
- Partner data agreements (use
ds-partner-boundariesif available)
Handoff checklist
Code
- Repo URL and default branch
- Open PRs or WIP branches named
- How to run tests and dev server
Access
- Required accounts (CI, cloud, analytics) listed by name
- Who grants access; no credentials in chat or repo
-
.env.exampledocuments required vars
Artifacts
- Spec, ADR, or ticket links
- Model artifacts location (if ML)
- Design/mockup links
State
- What is done vs in progress vs blocked
- Known risks and decisions already made
- Next recommended action
Handoff note template
## Handoff: [project/feature]
- **Repo:**
- **Branch/PR:**
- **Run locally:**
- **Access needed:** (request from X)
- **Key paths:**
- **Status:**
- **Next steps:**
Safety
- Never paste tokens, passwords, or private URLs with embedded secrets
- Use team secret managers for credential transfer