The Workflow Handoff Protocol Kit

Transform messy handoffs into smooth, professional transitions with our free, ready-to-use kit.

Most workflow breakdowns happen not during the actual work — but at the handoff. That moment when responsibility moves from one team to another is where delays, confusion, and costly rework often start.

This kit acts as a clear, shared “contract” for handoffs — turning subjective, inconsistent events into a predictable, high-quality process.

📦 What’s Included

  • Handoff Protocol Playbook (PDF): A one-page, strategic guide outlining the purpose, principles, and best practices for effective handoffs.
  • Universal Handoff Checklist (Excel): A tactical tool including:
    • Blank template for customization
    • Example sheets for guidance
    • Repeatable structure for consistent, high-quality results

👥 Who It’s For

Whether you’re in product development, marketing, operations, or client services — this kit helps ensure nothing falls through the cracks.

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