SHANMEDTECH | TRANSITION READINESS CHECKLIST
Business planning worksheet | Version 1.0

Purpose: plan a controlled operational changeover without losing track of
open work or decision ownership. Use business descriptions only; do not enter
patient information, system credentials, or account-level records.

1. SCOPE AND OWNERS
[ ] Name the workflow moving into the new arrangement.
[ ] Separate ongoing work, historical backlog, and excluded work.
[ ] Name the business owner and accepting operations lead.
[ ] Confirm who retains clinical, coding, financial, and policy approvals.
[ ] List assumptions that still require confirmation.
Scope question still open: __________________________________________

2. ACCESS AND OPERATING DOCUMENTS
[ ] Check the exact systems, roles, and minimum access required.
[ ] Identify who approves, provisions, reviews, and removes access.
[ ] Confirm the approved communications and record-transfer channels.
[ ] Review operating instructions and the escalation directory.
[ ] Agree how changes to instructions will be documented and approved.
Do not record passwords, tokens, or personal access details here.

3. OPEN-WORK INVENTORY
[ ] Establish aggregate counts and categories at an agreed cutoff.
[ ] Identify incomplete inputs, pending responses, and unresolved approvals.
[ ] Define ownership of items created before and after the cutover.
[ ] Agree on assignment rules that prevent duplicate activity.
[ ] Set an acceptance check for the transferred inventory.
Cutover owner: _____________________ Cutoff to confirm: ______________

4. READINESS GATE
[ ] Required access is confirmed through the approved process.
[ ] Team members know where to find current instructions.
[ ] A synthetic or appropriately approved sample has been reviewed.
[ ] Status definitions, reporting sources, and review cadence are understood.
[ ] Open blockers have an owner; launch depends on their resolution.
[ ] A fallback or pause procedure is agreed if readiness is incomplete.
Go/no-go decision owner: ____________________________________________

5. EARLY REVIEW
[ ] Schedule the first work-quality and handoff review.
[ ] Review exceptions and duplicate-work risks.
[ ] Capture needed changes to instructions or ownership.
[ ] Agree how scope changes will be evaluated and approved.

6. EXIT PLANNING
[ ] Define final inventory and document handoff requirements.
[ ] Identify who accepts unresolved work at the end of the engagement.
[ ] Document access-removal responsibility.
[ ] Confirm record-retention and deletion instructions in the agreement.

This is a planning aid, not a launch guarantee or compliance assessment.
Final timing, safeguards, and responsibilities need engagement-specific review.