When this may be relevant to you
- You need to review your current position before proceeding.
- You want clear responsibilities and a defined scope of support.
- You need to organise the relevant information and the next steps.
Focus on the work involved
Map the work
Review how information moves from products to customers and orders.
You prepare: Current processes, templates and common situations.
Define handovers
Identify the input, output, owner and check at each step.
You prepare: Agreed responsibilities and the tools already in use.
Support adoption
Organise documentation and the approach to reviewing its use.
You prepare: Team members, feedback and an owner to maintain the process.
Agree the approach before work begins
- Discuss objectives and the current stage.
- Agree the work, responsibilities and deliverables.
- Prepare the information and coordinate the agreed activities.
- Review the documentation and clarify the next steps.
What you receive
- A map of the priority operating processes.
- Work instructions and checklists.
- Responsibility and handover templates.
The specific deliverables are agreed for the service or programme concerned.
Questions you may have
Can we discuss a specific part of the work?
Describe your current situation and the support you need. The scope and the conditions for taking on the work are clarified before proceeding.
What is included in the service?
The tasks, responsibilities, deliverables and any follow-up support are agreed individually. Related services or additional work are clarified separately.

