Engagement
Reporting Handover Support
Short engagement to transfer ownership of operations reporting routines when staff rotate or a new application owner takes over.
Who it is for
Organizations changing report owners who cannot afford gaps in weekly or monthly ops packs.
What you walk away with
Documented runbooks and a shadowed delivery cycle so the new owner can produce reports independently.
Scope
Up to three named reports and one shadow cycle.
Included
- Runbook for each named report
- One shadowed production cycle
- Checklist for the next owner
Not included
- Long-term staffing of the reporting role
- Training beyond the named reports
How we work through it
- Map current steps
- Write runbooks
- Shadow and sign-off
Preparation
Access to the current producer of each report.
Constraints
Requires cooperation from the outgoing report owner.