Define coverage
List the site, environment, components and tasks included. Separate routine updates, incident investigation and new development. Agree support hours, response expectations and who can authorise urgent work.
Project acceptance and handover
Track acceptance checks, review decisions and the material needed for handover.
Use controlled updates
Record the change and test affected journeys in a suitable environment. Review important pages, forms and integrations. Avoid treating a completed software update as proof that every customer-facing workflow still works.
Rehearse recovery
Document where backups are kept, who can access them and how restoration is tested. Confirm the acceptable data-loss and recovery window with the business. Keep recovery instructions available to the people who would need them during an incident.
Put the guidance to work
Capture your starting point, assign an owner to the next action, and decide what evidence will confirm that it worked.
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