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.
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