Onboarding swimlane
Move the boundary before moving the work.
Onboarding coordinates what the partner decides, what delivery prepares, and what must be true before a client group enters service.
Responsibility by phase
One onboarding process with separate duties.
Owner / phase
Discover
Define scope
Prepare
Stabilize
Partner practice
Name client group, promise, constraint, retained duties, and owner.
Confirm front door, approvals, escalation, exclusions, and client language.
Provide approved documentation and coordinate client-facing change.
Review recurring exceptions and approve boundary changes.
Delivery lane
Test fit against available service lanes and constraints.
Translate the accepted boundary into routing and operating instructions.
Validate agreed access path, tooling context, and intake readiness.
Operate accepted work and surface friction with context.
Shared checkpoint
Is the client profile sufficiently clear?
Are ownership and exception decisions explicit?
Are activation inputs complete without unsafe credential transfer?
Does the live boundary still match the client promise?
Safe preparation
Public forms are not access channels.
Do not send passwords, tenant credentials, private keys, recovery codes, regulated records, or detailed end-client data through the public briefing form.
Access methods and any sensitive transfer process are established only after fit and scope are confirmed through an appropriate external operating path.
Prepare a copyable partner brief