Part 3 workflow/SOP progression. Course path note: Part 3 workshop page for enrolled learners.
Part 3 | Practice workshop
Define handoff points, sender, receiver, required evidence, acceptance check, response time, and fallback if rejected.
The workflow works only if the output reaches the next person with enough context. The manager asks for a handoff spec.
The trap is thinking handoff means sending the final answer. D65 must define receiver, artifact, evidence, decision needed, deadline, and exception.
“Handoff: send the summary to the manager for review.”
The weak version contains send, summary, manager, no decision needed.
Who gets the handoff.
What they must decide.
What proof travels with it.
Use this rule before filling the build table. The goal is a decision-ready artifact, not a broad summary.
Who gets the handoff.
What they must decide.
What proof travels with it.
Steps exist, but handoffs are still where work fails. The worker turns implicit “then someone checks it” into named handoff contracts.
Define handoff points, sender, receiver, required evidence, acceptance check, response time, and fallback if rejected.
Assuming a handoff happened because a message or draft was sent.
Core: 3 rows; Deep: improve the same 3 rows with stronger evidence, decision detail, and exception path. Each handoff needs sender, receiver, evidence, acceptance check, response window, and fallback.
Previous artifact: D64 step_breakdown.md
Next artifact: D66 process_map_v1.md
Learning checkpoint: Keep the handoff useful to the next lesson by naming evidence, limitation, owner, and stop rule.
This page keeps Day 65 connected to the surrounding course path. Use the previous artifact as working input, produce today's artifact, and hand it to the next lesson with limitations visible.
The receiver rejects a renewal note because it says 'looks risky' without account evidence, status, owner, or deadline. The repaired handoff includes status, evidence link, decision needed, owner, and exception path.
Ask: could the next person continue without asking you what this means? If not, add evidence, status, and owner before handoff.
Use these cards before the wide table so the example does not depend on horizontal scrolling.
Handoff failure vignette
Ask: could the next person continue without asking you what this means? If not, add evidence, status, and owner before handoff.
| No. | Handoff point | Sender | Receiver | Required evidence | Acceptance check | Response window | If rejected / unclear | D66 map link |
|---|---|---|---|---|---|---|---|---|
1 | Draft risk summary to manager review | Sales ops worker | Sales ops lead | Draft summary plus evidence links | Lead confirms risk priority and requested decision | Same business day | Return to source verification or mark unknown | Add as review gate in process map v1 |
Core: 3 rows; Deep: improve the same 3 rows with stronger evidence, decision detail, and exception path. Each handoff needs sender, receiver, evidence, acceptance check, response window, and fallback. Blank required fields create export warnings.
| No. | Handoff point | Sender | Receiver | Required evidence | Acceptance check | Response window | If rejected / unclear | D66 map link |
|---|---|---|---|---|---|---|---|---|
| 1 | ||||||||
| 2 | ||||||||
| 3 |
Use this pass to find the row that would make the artifact look ready while hiding evidence gaps, unclear owner decision, missing exception, or weak handoff.
Weak row: Send summary to manager.
Repair move: Add receiver role, decision needed, evidence packet, deadline, and exception path.
Better row: Handoff to CS manager: decide approve/repair/escalate; include CRM source, risk draft, freshness note; due before renewal review.
Choose the row you would be comfortable carrying into the next day.
Choose the row most likely to fail before AI use.
Sentence starter: The weak row is weak because ___. I will repair it by adding ___ before using AI.
This file is today’s work receipt. It should show the exact decision or handoff that the next day can use, not just that you filled a table.
What this artifact proves: This file proves the learner can design a workflow handoff that preserves decision context.
Weak export: Send summary to manager.
Good export: Handoff to CS manager: decide approve/repair/escalate; include CRM source, risk draft, freshness note; due before renewal review.
Click Generate Markdown to create handoff_spec.md.
Built from your course work.