1. 01

    Inventory the assets

    List the registrar, live hosting destination, website platform, advertising accounts, analytics, and relevant public profiles. Record stable account identifiers where appropriate. Keep passwords and recovery codes out of a general planning worksheet.

  2. 02

    Separate roles clearly

    Identify the business owner, billing contact, authorized administrator, and current service provider. Verify these facts through existing account controls. Do not grant broad access just to make an ownership spreadsheet look complete.

  3. 03

    Review dependencies

    Check what could stop working if a person or vendor leaves. A domain registered in one place may host the live website elsewhere. Understand the relationship before changing DNS, billing, or permissions.

  4. 04

    Prepare an orderly handoff

    Use the providers’ established access and recovery processes when a change is authorized. Preserve records and verify the public result. Do not replace an account or reset credentials as a shortcut when ownership is uncertain.

A planning exercise, not a client result

Put the idea to work

Planning exercise: a website URL is known, but nobody has verified the live hosting account. Confirm the public destination and hosting evidence before planning maintenance. A saved link alone does not establish where the site runs or who may change it.

What to watch for

  • Passwords stored in ordinary planning notes
  • Login access mistaken for ownership
  • DNS changes made before dependencies are understood

Make the next review concrete.

Use the worksheet to record your observations, the evidence behind them, and the decision you want to make. Keep unresolved assumptions visible until they are checked.

Open this site’s worksheet →