Sales to operations handover template

Observe define the acceptance point through the relay measure define the acceptance point: name the decision that releases the baton, otherwise sales and delivery may use “ready” for different events. Review five comparable define the acceptance point jobs; record define the acceptance point queue and active work without rating staff. Name the define the acceptance point receiver and the define the acceptance point release evidence at each team boundary. Test one define the acceptance point exception; separate missing define the acceptance point information, rework and an unowned hand-off. Change one define the acceptance point rule, then repeat the define the acceptance point observation before drawing a process conclusion.

Observe make acceptance explicit through the relay measure make acceptance explicit: receiving staff need three explicit choices: accept, return with a reason, or request a named missing item. Review five comparable make acceptance explicit jobs; record make acceptance explicit queue and active work without rating staff. Name the make acceptance explicit receiver and the make acceptance explicit release evidence at each team boundary. Test one make acceptance explicit exception; separate missing make acceptance explicit information, rework and an unowned hand-off. Change one make acceptance explicit rule, then repeat the make acceptance explicit observation before drawing a process conclusion.

Observe list the minimum job packet through the relay measure list the minimum job packet: the job packet should contain only operationally necessary scope, dates, dependencies and agreed exceptions. Review five comparable list the minimum job packet jobs; record list the minimum job packet queue and active work without rating staff. Name the list the minimum job packet receiver and the list the minimum job packet release evidence at each team boundary. Test one list the minimum job packet exception; separate missing list the minimum job packet information, rework and an unowned hand-off. Change one list the minimum job packet rule, then repeat the list the minimum job packet observation before drawing a process conclusion.

Observe use meaningful statuses through the relay measure use meaningful statuses: statuses must reveal who holds the work and what evidence permits its next move. Review five comparable use meaningful statuses jobs; record use meaningful statuses queue and active work without rating staff. Name the use meaningful statuses receiver and the use meaningful statuses release evidence at each team boundary. Test one use meaningful statuses exception; separate missing use meaningful statuses information, rework and an unowned hand-off. Change one use meaningful statuses rule, then repeat the use meaningful statuses observation before drawing a process conclusion.