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Checklist · 5 minutes

Handoff checklist

Most operational pain hides in handoffs. This is the short list every handoff should clear before it's considered done.

Before the handoff

  • Sender and receiver are named — roles, not just teams.
  • Definition of done for the upstream step is stated.
  • Customer-facing context is summarised in one paragraph.
  • Open risks are listed with owners.

At the moment of handoff

  • Receiver acknowledges in writing within 24 hours.
  • Any missing information is flagged before work starts.
  • Deadline for the next step is explicit.

After the handoff

  • Repeat questions from the receiver get added to the SOP.
  • Patterns of missing context become workflow improvements.