Handoff

Definition
The moment work passes from one person, tool or step to another, one of the most fragile points in any process.

Why it matters

Each handoff is a chance for work to wait in a queue, lose context or be dropped because each side assumed the other had it. Counter to instinct, the more people and steps a process involves, the more the handoffs, not the tasks, decide how long the work takes and how often it goes wrong. Work often spends most of its time waiting between steps, which is why cycle time is far longer than the hours actually spent working. As a founder starts delegating, handoffs multiply, and every new boundary adds friction.

How to apply it

  • Keep related work with one owner wherever you can. Fewer handoffs mean fewer places to fail.
  • Give every unavoidable handoff a clear trigger, so both sides agree on the moment work has moved.
  • Send the context with the work: decisions made, open questions and where the files are.
  • Name one person on the receiving end. Work handed to "the team" is work nobody owns.
  • When a process keeps breaking, check the handoffs first. The fault is usually at a boundary, not inside a step.

What it is

A handoff happens whenever responsibility for a piece of work moves: a salesperson passes a signed deal to onboarding, a designer sends files to a developer, a form submission triggers an automation, or one AI agent passes a task to another. Each time, the receiving side has to know that the work has arrived, what has already been done, and that it is now theirs.

Common mistakes

Handing over a task without its history, or announcing a handoff in chat and assuming it has been read. A handoff is complete only when the receiver confirms it.

Worked example

Suppose a small agency finds that projects stall between the signed contract and the first delivery session. Tracking the work shows that a project takes nine days to reach kick-off, and six of those days are waiting: nobody is sure who sends the onboarding form. The agency moves the handoff into a checklist in Process Street, with one named owner for each step and the onboarding form attached to the step that needs it. Kick-off drops to three days. Nothing about the delivery work changed. The handoffs were the slow part, and the agency now checks them first when a project stalls.

Tools in the example

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  1. Article

    Delegation

    Handing over ownership of an outcome, of which a handoff is often the first step.

  2. Article

    RACI

    Naming who is responsible and accountable on each side of a handoff.

  3. Article

    Standard Operating Procedure (SOP)

    The written steps that make a handoff repeatable.

  4. Article

    Orchestrator agent

    The agent that manages handoffs between other agents.