OPERATIONS · ILLUSTRATIVE ENGAGEMENT
Clearer handoffs as the team grows
A growing services firm maps its sales-to-delivery handoff and clarifies ownership for proposals, kickoffs, and client expectations.
The decision
A services firm is growing, but every new engagement is handed over differently. Delivery leads spend the first week reconstructing what was promised. The team needs a handoff that works without founder involvement.
Follow the work
Trace a recent engagement from signed proposal to kickoff. Identify the smallest set of details delivery needs, assign ownership for those details, and try the handoff on the next project.
What the team takes away
A reusable kickoff brief, named owners at the two critical handoffs, and a review cadence for the first month. This is an illustrative scenario designed to show the engagement format.
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