Security & Compliance Handoff Checklist

Give this checklist to your risk, procurement, and security teams when you engage external builders. It covers artifacts and actions required to stay audit-ready.

Access & Identity

  • Provision vendor identities via SCIM / SSO.
  • Record least-privilege scopes for each environment.
  • Log credential issuance/rotation events.

Data Handling

  • Classify data touched (PII, PCI, PHI, export-controlled).
  • Map ingress/egress paths with encryption coverage.
  • Define retention + deletion timeline in the SOW.

Controls & Evidence

  • Collect SOC2/ISO reports + pen test attestation.
  • Capture QA evidence (test runs, lint, vulnerability scans).
  • Store signed handoff doc in your GRC system.

Runbook & Warranty

  • Document rollback plan + monitoring hooks.
  • List warranty owner, duration, and response SLAs.
  • Track open risks and mitigation assignments.
Share this checklist with your security lead before kickoff. Ask the vendor to confirm each box during handoff so procurement signs off in hours, not weeks.