Original blank operator worksheet · one channel per card

YouTube agency handoff

This card has no save or submit action and sends no entries. Print it or move completed observations into the client's authorized system. Keep passwords, recovery codes, OAuth tokens and private account details out of public copies. For more task or video rows, use the blank CSV.

Decision rule: an accepted invitation, a client draft task, Brand Account ownership and an app connection are different observations. Record each as verified, open or outside this handoff's scope, with an owner and next check.

1. Pin the correct channel and access model

Private handoff record ID Channel ID or exact URL Observed access model Client-side access administrator Outgoing agency operator/role reference Agreed cutover date, time and time zone Is a Brand Account primary-owner change actually required? Authorized ownership-state verifier Ownership-state readback or open item

2. Observe client tasks from their own account

A read-only channel check proves navigation. An unpublished draft task proves only that narrower task. Neither is a future-publication receipt or a Brand Account transfer.

Separate content and permission checks
Task and exact channel	Client role/reference	Observed action/result	Status	Observed at with time zone	Owner and next check

3. Assign every unfinished item

Copy more rows in the CSV. Keep agreed, uploaded, scheduled and publicly verified states distinct.

Drafts, scheduled items, corrections and source files
Item ID/file reference	Current observed state	Next action	Client owner	Due time with time zone	Public readback or follow-up

4. Review outgoing human and application access

Specific human channel role removed or changed Permissions-list readback and verifier/time Connected application and grant type Sign in with Google, account-data access, app-side connection, or unknown. App owner, observed state and dependent jobs App path decision Next app check and due time

5. Close with precise states

Verified observations Open items, owners and next checks Closing record owner Recorded at with time zone

Companion article: Prove client control before removing YouTube agency access. Blank editorial worksheet, October 2026. It contains no real account transfer or publishing result.