Free Diagnostic worksheet
The first responsibility transfer plan
Prepare and test one handover before expanding the transition.
By Amy Aceto-Hitchinson
What you’ll work through
Choose one responsibility that needs to move during a transition. Discuss the proposed role with the future owner of the work before filling their name into a plan.
- Describe the transfer
- List what must move
- Define the trial
- Review readiness
- Close or extend the transfer
A look inside
Describe the transfer Responsibility ___; current owner ___; proposed future owner ___; reason for transfer ___; what the person wants to learn ___. Keep management responsibilities distinct from any ownership agreement.
The PDF includes the complete diagnostic worksheet and space for your next action. Print it or keep it beside you as you work.