When Should You Stop Iterating And Standardize Client Handover Checklist Templates?
Rule of thumb
Standardize only after two consecutive cycles meet quality and risk thresholds.
Keep iterating if
- confidence is below 61
- risk trend is worsening
- assumptions changed materially in the last 8 days
Standardize if
- baseline and scenario outputs converge
- audit scores stay in green band
- weekly execution variance narrows
Tool order:
- baseline:
/tools/ - scenario:
/tools/scenario/ - audit:
/tools/audit/ - playbook:
/tools/playbook/
Source cluster: wave4-client-handover-checklist-templates-question-r40
Page type: question-longtail
Notes: remaining40 wave4 expansion
Site: Client Handover Kit