handover-summary.md

Handover Summary

Remove these blockquote instructions when filling in this template.

Summary

Field	Value
Model / Project Name
Handover Date
From
To
Reason	Transition / Offboarding / Team Change / Contractor End

This document provides the context a new owner or developer needs to take over responsibility for this model or reporting project.

What This Model Does

2-3 sentences explaining the model's purpose and audience. Reference model-overview.md for full details.

Current State

Area	Status	Notes
Model	Stable / In Development / Needs Fixes
Reports	Stable / In Development / Needs Fixes
Refresh	Working / Intermittent Issues / Broken
Documentation	Complete / Partial / Minimal

Key Files and Locations

Asset	Location
.pbix File
Power BI Workspace
Source Data
Documentation Folder
Related Repositories

Things the Next Maintainer Should Know

List anything that is not documented elsewhere but matters for day-to-day maintenance. Include practical context, workarounds, and known gotchas.

Open Work

List any in-progress items, pending requests, or known issues that need attention.

Item	Priority	Status	Notes
	High / Medium / Low

Regular Maintenance Tasks

What recurring tasks does the owner need to perform?

Task	Frequency	Notes
	Daily / Weekly / Monthly

Key Contacts

Role	Name	Contact	Notes
Business Owner
Data Source Owner
Gateway Admin
Previous Developer

Documentation Inventory

Point the next maintainer to all related documentation.

Document	Description	Link
Model Overview		model-overview.md
Measure Catalog		measure-catalog.md
Refresh Notes		refresh-deployment-notes.md
Issue Log		issue-decision-log.md

Notes