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Handoff plan

Configure this interactive handoff plan worksheet with 4 focused prompts. Create a Coachful account to view, copy and download your summary.

Teams and collaboration
0 of 4 completed

Work through the prompts at your own pace. Use specific examples, notice what changes your perspective, and finish with a step you are willing to take.

1. Desired outcome

What outcome do you want? Describe what would be different, in terms you could see and measure.

2. Dependencies

What depends on what? Name what must happen first, and who or what you are waiting on.

3. Roles

What roles do you hold? List them, with what each one expects of you.

4. Review date and signs of progress

When will you review this? Choose a date, what you will look for and what you will adjust if it is not helping.

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