List the departing responsibilities

Identify the accounts, campaign folders, reports, and customer tasks the person handled. Name the new owner for each ongoing responsibility.

Review access with the owner

Ask the authorized business administrator to review the relevant platform and file access. Follow the organization’s process instead of making informal assumptions about what should remain.

Confirm continuity

Check that the receiving team can reach the approved assets and understands the next tasks. Keep the completed handover and any unresolved issue in a clear record.

Turn the brief into a useful next step

Bring these notes into the conversation with your team or ADFBM. Keep the selected configuration, the responsible contact, and any open question together. Before an order or change is confirmed, make sure the people doing the work share the same written understanding.

Use the checklist below as a starting point, then adapt it to the business and assets you are authorized to manage. Product details and platform requirements should always be confirmed for the specific setup involved.