HANDOFF READY

A handoff is complete when the receiving team can act, not when the sender clicks Send.

A simple, reusable operating tool for teams that want clearer handoffs and less status chasing.

Use this on one real workflow

The Checklist

Final scope / request confirmed
Primary contact and decision-maker identified
Important promises and constraints captured
Commercial/approval prerequisites complete
Timing and dependencies understood
Files/access/materials available or owned
Known risks documented
Receiving owner named
First delivery action assigned
Customer knows what happens next

Design notes

Keep It Honest

Keep the gate small enough to use every time.
Reject incomplete handoffs visibly instead of allowing silent workarounds.
Measure why handoffs fail; repeated reasons belong in the upstream process.

How to use it

Do not complete this from memory in a conference room. Pull up one active or recently completed record and test the checklist against what actually happened. Any item that repeatedly needs a text, a side spreadsheet, or an owner stepping in is a candidate for workflow redesign.