Audience
New PlanckCyber client teams
Implementation · Updated August 8, 2026
By PlanckCyber
Client Onboarding Guide
People, evidence, access and controls required to start responsibly.
How to use this resource
The project starts when the agreed people, evidence, access and decisions are ready — not merely when the calendar says kickoff.
Important: Only authorized systems and data may be accessed. Use secure channels and written project instructions.
When to use it
Agreement complete and onboarding authorized.
Objective
Prepare kickoff and prevent access, evidence or ownership gaps.
People and decision rights
- Executive sponsor named
- Operating owner named
- Technical owner named
- Security/privacy reviewers named
- Acceptance authority named
- Day-to-day project contacts named
Workflow and evidence
- Workflow boundary confirmed
- Baseline evidence provided
- Representative users available
- Known exceptions documented
- Acceptance criteria reviewed
Systems and data
- Approved systems and environments listed
- Data categories classified and authorized
- Secure upload/workspace active
- Credentials handled through approved secrets process
- Access expiration and review dates set
Governance and communication
- Decision log active
- Risk and issue process agreed
- Meeting cadence agreed
- Incident and escalation contacts confirmed
- Scope-change process understood
Kickoff readiness
- Open dependencies
- Owner for each
- Due date
- Kickoff decision
- Client confirmation
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