TrailheadOperations & ReadinessCoordination and Closure
CC-01CoordinateNo assistant eval · Coverage unknown

Coordinate an Operational Handoff

Keep responsibility explicit while one team resolves work needed by another.

Track

Coordination and Closure

Phase

Coordinate

Starts with

Source work is ready to pass to its next responsible owner

Ends with

The receiver accepts the evidence and owns the next action

Coordinate a safe cross-team handoff and verify acceptance rather than delivery alone.

Before you start

Participants
An operations coordinator, source owner, and named receiver
Starting state
The source action is complete and visible

Run the scenario

  1. 1OperationsTrailhead · Source record

    Verify the completed source action and evidence.

    Expected evidence

    The handoff references trusted evidence rather than a copied summary.

  2. 2OperationsOperations coordination

    Send the exact context, required next action, timing, and impact to the named receiver.

    Expected evidence

    The receiver can find the record and understand the requested action.

  3. 3ManagerReceiving work area

    Accept ownership of the next action.

    Expected evidence

    The handoff has a named receiver and no longer waits for acknowledgment.

Scenario completed

The receiver accepts the evidence and owns the next action

Next action
Awaiting receiver→Accepted by receiver

If it does not match

  • If no receiver can accept the work, keep the handoff open and escalate ownership; do not mark it delivered.