Fieldstead Advisory

Working material

Worksheets for project handoffs, workload planning and process trials.

Project handoff
Agreed brief
First task
Outstanding client inputs
Receiving team’s response
What the handoff worksheet covers

Project handoff worksheet

Record what the receiving team needs before it begins. The worksheet covers the agreed brief, outstanding inputs and the receiver’s response.

Open the handoff worksheet

Workload and available hours

Try the calculator and check the assumptions behind its total.

Check available time

Trial worksheet

Set the trial scope and record what the team will review.

Plan a small trial

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