Handoff and review checklist
A working sheet for a short team conversation. Use one recurring job and record what actually happens.
Download your worksheet ↓Opens as a standalone web document. Type into the fields, then print or save as PDF to keep your completed copy.
Work through it with your team.
- Draw the stages for one recurring job and name the owner of each.
- Write what must be complete before work can enter the next stage.
- Record blockers separately from progress, with an owner and next action.
- Test a short review handover: work done, open questions, evidence and decision needed.
Before you commission anything
Configure stages, owners and required fields in the current workflow tool first.
Keep the review point
A status change must not bypass technical review, approval or filing controls.
Find your other priorities ↗Need a tailored recommendation?
Our £950 Practice Opportunity Review produces a ranked map and first-project recommendation across up to three agreed areas. There is no obligation to proceed with an implementation.
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