Handoffs
8 articles on handoffs.
Handing Over a Candidate Pipeline: What Was Said on the Last Call
The ATS holds the stage, not what the candidate said about why they might move. Three things transfer, and the middle one saves placements.
The Sales to Customer Success Handoff: Start With the Buyer's Own Words
The cost is the customer repeating themselves. Put the buyer's own words at the top, then the promises that are not in the contract.
What Is Institutional Knowledge? Mostly It Is This Week's Answers
The understanding a company holds that is not in its systems: reasoning, relationship history, and current state. Find yours with a week long question log.
Account Handover Checklist: What Was Said, By Whom, and What Is Due
The CRM holds the deal, not what was said on the call. Six items, one page: commitments, what is due, who is who, sensitivities, why they bought, open questions.
A Handover Document Template That Puts Open Questions First
Most handover templates are ordered backwards. Put the open questions at the top. Five sections, two pages, about ninety minutes to fill.
Knowledge Transfer When an Employee Leaves: A Two Week Plan
Start from what people keep asking the leaver, not from what the leaver thinks they know. Week one collects questions, week two answers them.
A Cross-Timezone Handoff Checklist for Optimizing Team Handoffs
A practical cross-timezone handoff checklist for optimizing team handoffs, so the next person starts with context instead of questions.
Engineering Handoffs: Where Context Dies and How to Save It
Engineering handoffs lose context at the timezone gap. Here is where it dies and how a queryable record survives the handoff.
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