A projectA unique, temporary endeavor with a defined goal that is important, urgent or complex enough to need its own organization outside the normal line organization. Click term for full definition ends, a process lives on. This checklist makes sure your Process OwnerThe person accountable for a process, who sustains the improvement long-term after the project ends. Click term for full definition gets everything needed to run the new standardThe finalized way of working after rollout — documented, trained, and physically reinforced, so the improvement becomes routine. Click term for full definition without you. Watch the short video, then work with the toolkit PDF: it explains the method, shows a worked example and gives you a blank template to fill in.
Tool video
The short tool video will appear here.
Handover Checklist in short
- Build the encyclopedia. Final SOPs, Control Charts, Control PlanA living document defining what's controlled, how it's measured, its boundaries, and the reaction plan if it goes out of control. Click term for full definition and TPM checklists in one place.
- Complete the training recordA clear, documented list of who has been qualified to run the new process. Click term for full definition. A clear list of who is qualified to run the new process.
- Name the Golden KeysThe top three critical pieces of knowledge a Process Owner needs to run the new process independently. Click term for full definition. Live document, red button, support line: the three things the owner must know.
- Hold the owner meeting. Walk through the Control Plan. The owner formally accepts it.
- Agree a support period. Who helps, and for how long, while the owner runs solo.
Key points
- One place for all documents.
- Proof of who is trained.
- Three Golden Keys.
- A formal yes from the owner.