Put it into practice
Use the opening days to select the decision and agree owner, limits and information.
Rehearse an ordinary case and a boundary case before the owner acts.
Review the first suitable live case and revise the agreement where evidence supports a change.
A case to think through
A quiet week may produce no customer exception. Keep the agreement ready and review the next suitable case instead of inventing activity to finish the timetable.
This is a hypothetical operating example, not a client result.A boundary worth checking
Treating the calendar as the acceptance criterion can encourage a handover before capability or permissions are ready.
A useful first handover is small enough to test and meaningful enough to matter. Keep the original work records so the review can distinguish what was agreed from what happened. If the recipient cannot explain a suitable ordinary case and an exception, clarify the agreement before expanding it.
Your handover working notes
Use these prompts with the person taking ownership. Record the agreement within your existing permissions.
| Prompt | Notes from your case |
|---|---|
| Day | |
| agreement to make | |
| case to test | |
| evidence | |
| next check |
What if the handover takes longer than a week?
Extend the review period. The useful outcome is a workable agreement, not completion of seven boxes by a fixed date.
Give one decision a clear owner.
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