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How to fix a broken handoff

A handoff that's merely slow is annoying. A handoff that's actually broken loses something more expensive than time: the context that made the work make sense in the first place. The second person picks it up missing information the first person had, and either has to reconstruct it or, more often, just doesn't.

Fixing this usually means being specific about what a handoff is supposed to transfer, not just faster about doing it.

A broken handoff loses context, not just time

The visible symptom of a broken handoff is delay: work sits waiting for the next person to pick it up. The real cost is usually invisible until later, when the second person makes a decision without knowing something the first person already knew, and the mistake surfaces downstream, disconnected from its actual cause.

Find exactly where the handoff is failing

Not every handoff in a process is equally broken. Trace a few recent examples of work moving between people and find the specific point where information actually gets lost, rather than assuming the whole process needs an overhaul.

In Stelaah, a project's full history, notes, and files travel with it automatically when ownership changes, so the next person inherits context instead of starting from a blank task. See how projects works.

Define what actually needs to transfer

A handoff isn't complete just because a task's assignee field changed. Define explicitly what needs to move with it: current status, open questions, decisions already made, and anything the next person needs to know but wouldn't think to ask about.

Confirm receipt, don't assume it

A handoff that's sent isn't the same as a handoff that's received and understood. Build in an explicit confirmation step, even a quick one, so a handoff that silently failed to land gets caught immediately instead of days later.

Make sure one person owns the work at every moment

The most dangerous handoffs are the ones with a gap where nobody is quite sure who currently owns the work. Design the handoff so ownership transfers cleanly and immediately, with no ambiguous window where it belongs to neither person.

A simple checklist

If you do nothing else, do these five things:

  • Trace real examples to find exactly where a handoff loses information.
  • Define explicitly what needs to transfer, not just who's now assigned.
  • Build in an explicit confirmation step instead of assuming receipt.
  • Close any gap where ownership is ambiguous during the transfer.
  • Check downstream mistakes for a root cause that traces back to a bad handoff.

Do that, and work moves between people without losing the context that made it make sense in the first place.

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The Stelaah team

We build Stelaah, the workspace for client work. We write about running teams, agencies, and venues without the busywork.