Business Process Handoff Generator

Step 1: Process Basics

Process Name: *

This should be the name of your process.

Created Date: *

When was this handoff created? In most cases, this would be today's date.

Updated Date: *

When was the last time the handoff was updated? This may be today's date.

Step 2: Stakeholders

Identify stakeholders by their names or job roles. Stakeholders are individuals involved in or affected by the process.

Handoff Teams: *

The Handoff teams include all teams involved in the process. List the sending and receiving teams here.

Process Owners: *

Process owners are the people or roles responsible for managing, assessing, improving, and updating documentation of the processes.

Subject Matter Expert (SME): *

Subject matter experts can help your team understand processes and handle issues beyond documented procedures.

Step 3: Background

Process Overview: *

Provide a brief overview of the process and its current status.

Step 4: Goals & Objectives

Key Objectives: *

Outline the main goals or objectives of this handoff.

Step 5: Deliverables

Key Deliverables: *

List any specific outcomes, documents, assets, or information that need to be transferred during the handoff.

Step 6: Dependencies

Prerequisites or Dependencies: *

List any prerequisites or dependencies for the successful continuation of the process.

Step 7: Timeline

Timeline or Schedule: *

Provide a timeline or schedule for the upcoming tasks and milestones related to this process.

Step 8: Critical Success Factors

Critical Success Factors: *

Highlight the critical factors that will ensure the success of this handoff.

Step 9: Challenges and Risks

Challenges and Risks: *

List any potential challenges or risks that may arise during the handoff and how they can mitigated.

Step 10: Communication Plan

Communication Plan: *

Describe how communication between the current and next owners will be maintained during and after the handoff.

Step 11: Training and Resources

Training and Resources: *

Specify any training or resources required for the next owner to take over the process effectively.

Step 12: Feedback and Evaluation

Feedback and Evaluation: *

Outline a plan for collecting feedback and evaluating the success of the handoff. This feedback loop will drive continuous improvement.

Step 13: Additional Notes

Additional Notes: *

Include any additional information or notes relevant to this handoff.

Review Your Handoff Details

Before generating your handoff, please review and make any necessary edits to your input. Once generated, your handoff agreement will include a link for future downloads. Please note that you will not be able to make any further edits after leaving this page.

Process Name:

Created Date:

Updated Date:

Handoff Teams:

Process Owners:

Subject Matter Expert (SME):

Process Overview:

Key Objectives:

Key Deliverables:

Prerequisites or Dependencies:

Timeline or Schedule:

Critical Success Factors:

Challenges and Risks:

Communication Plan:

Training and Resources:

Feedback and Evaluation:

Additional Notes:

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