AI delivery · Handover

Make sure your team can run and change the AI system it inherits

If an agency, vendor or contractor built your AI system and their engagement is ending, you can commission a structured handover. I work between the outgoing team and your engineers to produce an operational acceptance checklist, verified runbooks and a completed access transfer, then run a teach-back exercise in which your team operates and changes the system without help.

This is a good fit if…

  • An agency or contractor built an LLM application, RAG assistant or agent for you and their contract ends soon.
  • Your internal team will own the system but has not yet deployed, debugged or changed it on their own.
  • Credentials, model provider accounts or cloud resources are still in the outgoing team's name.
  • You are deciding whether to extend the external contract or take the system in-house, and need evidence either way.

Look elsewhere if…

  • The system does not work yet and needs to be finished or salvaged first. Use rescue an AI application that cannot ship.
  • You need an engineer to cover the gap until a permanent hire starts. Use bridge AI engineering until a permanent hire.
  • You want a customer deployment delivered and handed over, rather than an existing system transferred. Use forward-deployed AI engineering.

What you get

Operational acceptance checklist, runbooks, access transfer and teach-back exercise

  • An operational acceptance checklist, signed off item by item, that defines what 'handed over' means for this system.
  • Runbooks for deployment, rollback, model or prompt changes, re-indexing, incidents and cost spikes, each tested by your team.
  • Every credential, account, domain and cloud resource transferred to your organisation, and outgoing access removed.
  • An evaluation suite and monitoring your team can run and interpret.
  • A teach-back record showing your engineers completed the core tasks unaided, and a list of remaining gaps.

How it runs

  1. 01

    Inventory what exists

    With the outgoing team, I list the code, infrastructure, model and data dependencies, accounts, credentials, prompts, evaluation assets and undocumented knowledge.

  2. 02

    Write the acceptance checklist

    We agree what your team must be able to do and what must be transferred before the handover is complete. Your engineering manager owns the checklist.

  3. 03

    Transfer and document

    Accounts and credentials move to your organisation. Runbooks are written or corrected by doing each procedure, not from memory.

  4. 04

    Teach-back and close

    Your engineers perform the core tasks while the outgoing team and I observe without helping. Gaps are fixed, re-tested, and the checklist is signed.

What needs to be in place

  • Cooperation from the outgoing team for an agreed period, ideally written into their remaining contract.
  • Named internal engineers who will own the system and have time for the teach-back.
  • Authority to transfer accounts, billing and credentials to your organisation.
  • Access to the code, infrastructure and any existing documentation.

Not included

  • Fixing defects or building features in the system beyond what the handover needs. Those are scoped separately.
  • Arbitrating contractual disputes with the outgoing supplier.
  • Operating the system after the handover unless agreed separately, for example through a maintenance retainer.
  • Assurance that the system is free of defects. The handover establishes what is known and who owns it.

The last weeks of an external build

Many organisations commission their first AI system from outside: an agency, a software vendor’s professional-services team, or a contractor. The system works, the contract is ending, and the internal team is told it now owns it. Then the first incident arrives, or the first request to change how the assistant answers, and it becomes clear how much of the system lived in the outgoing team’s heads and accounts.

Handover is often treated as a documentation task at the end of a contract. For AI systems it is an operational one. Your team needs to be able to deploy, roll back, change behaviour safely and recognise when quality has slipped. This engagement makes that transfer explicit and tests it.

What the work involves

I work as an independent party between the outgoing team and your engineers. The work covers five areas:

  • Code and infrastructure. Repositories, build and deployment pipelines, environments and infrastructure definitions, all owned by your organisation, with the deployment process run by your engineers.
  • Model dependencies. Provider accounts, API keys, model versions in use, data-retention and training settings, rate limits and billing, transferred and documented.
  • Behaviour assets. Prompts and their version history, tool definitions, evaluation sets, quality thresholds and the reasoning behind them. These are the assets most often lost in AI handovers.
  • Data and indexes. Data sources, pipelines, vector indexes and how to rebuild them, and where personal data flows.
  • Operations. Monitoring, alerts, known failure modes, cost patterns and the incident procedures that have actually been used.

Runbooks are written by doing: each procedure is performed while it is written, by someone other than the original author. That is the only reliable way to find the missing step. The same principle runs through my published account of forward deployment engineering: a system is not delivered until the people who own it can run it.

The signature deliverable

You receive an operational acceptance checklist, runbooks, access transfer and teach-back exercise. Illustrative example of a checklist extract:

ItemEvidence requiredStatus
Model provider account owned by client, outgoing users removedAccount admin screenshot; access reviewDone
Client engineer deploys a change to production unaidedTeach-back record, deployment logDone
Prompt change made and evaluated before releasePull request with evaluation result attachedDone
Vector index rebuilt from source in stagingRebuild log; retrieval evaluation within toleranceGap: rebuild script missing a source; fixed, re-test scheduled
Simulated incident: provider outageFallback engaged; runbook followed; time to recover recordedDone
Cost alert thresholds owned by clientAlert configuration; named recipientDone

Illustrative example. Not taken from a client engagement.

How acceptance is judged

Your engineering manager owns the checklist and signs it off item by item. An item is complete only when its evidence exists, usually a record of your engineer doing the task. The handover is accepted when every item is complete or explicitly accepted as a known gap with an owner and a date.

Ownership afterwards

From sign-off, your team owns the system outright: the code, accounts, credentials, runbooks and evaluation suite. The outgoing team’s access is removed. If your team wants a safety net for the first months, maintaining production AI workflows offers a bounded, capacity-limited arrangement.

When to choose something else

If the system is not yet working, see rescue an AI application that cannot ship. If you need engineering cover until a permanent hire starts, see bridge AI engineering until a permanent hire. If you are hiring a contractor now and want to avoid this problem later, the contract AI engineer route builds handover in from the start.

Questions buyers ask

What if the outgoing team will not cooperate?

The handover still works, more slowly. I reconstruct the inventory from the code, infrastructure and billing records, and mark unknowns clearly. It helps a great deal to write handover duties into the outgoing team's final contract period, and I can help you specify what to ask for.

Should we extend the external contract instead?

Sometimes that is the right answer, especially if your team cannot take ownership yet. The inventory and checklist give you the evidence: how much undocumented knowledge exists, how long the teach-back will take, and what an extension should be limited to. A short extension focused on handover duties is often better than an open one.

What makes AI system handover different from ordinary software handover?

Several assets are easy to miss: prompts and their version history, evaluation sets, model provider accounts and their data settings, vector indexes and how to rebuild them, and the judgement calls behind quality thresholds. Without these, a team can deploy the code but cannot safely change its behaviour.

How is this priced?

As scoped delivery with acceptance criteria, shown in the engagement model on this page. Scope depends on the size of the system, the number of components and accounts, and how much documentation exists already. The inventory step gives a firm basis for the estimate.

What is a teach-back exercise?

Your engineers perform the tasks they will need, such as deploying a change, rolling back, changing a prompt and running the evaluation, rebuilding the index and responding to a simulated incident, while others observe without helping. Anything they cannot complete becomes a gap to fix before sign-off.

Describe what needs to work

A short, non-confidential description is enough to start. I read every brief personally and reply within two business days, including when the answer is that I am not the right fit.

Step 1 of 2 · The basics