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Wednesday, January 26, 2011

The Secret to Ensuring Follow-Through: Handoff Checklist

From a Harvard Business Review blog article by Peter Bregman.
He got it from a HBR IdeaCast podcast by Dr. Atul Gawande, surgeon at Brigham and Women's Hospital and author of The Checklist Manifesto.

When the ball gets dropped, it's usually because of handoff failures. Here is a simple checklist to prevent those failures.

Handoff Checklist

* What do you understand the priorities to be?
* What concerns or ideas do you have that have not already been mentioned?
* What are your key next steps, and by when do you plan to accomplish them?
* What do you need from me in order to be successful?
* Are there any key contingencies we should plan for now?
* When will we next check-in on progress/issues?
* Who else needs to know our plans, and how will we communicate them?

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