Define the trigger

TODO: Replace with examples of clean handoff triggers and escalation rules.

Explain why fuzzy triggers create delays and rework.

  • Specify exactly when the handoff starts and what must be true. Example: "Signed SOW and deposit collected."
  • Confirm ownership of the handoff decision.
  • Align on the SLA for the next step.

List required inputs

TODO: Replace with the highest-leverage inputs for your typical engagements.

Show how to keep intake fields consistent across tools.

  • Owner, due date, scope, constraints, and links to assets. Make fields required in your system of record.
  • Reject handoffs without inputs to avoid rework later.
  • Create a single intake source so data does not fragment.

Confirm receipt

TODO: Replace with the right acknowledgement and escalation mechanics.

Add examples of automated notifications that reduce manual chasing.

  • Use an automated acknowledgement with owner + expected delivery date.
  • Escalate if the acknowledgement is not sent within your SLA.
  • Log acknowledgements so teams can audit handoff quality.