OFFBOARDING5 MIN READ
The Handoff Conversation
Lead a handoff conversation that identifies tacit knowledge, transfer proof, and system ownership.
dialogue-thread coach-notes risk-moment-chips Theo T departing customer success lead A Appreciate J Judgment P Proof Handoff conversation 20 sec The moment Theo has seven days left. He is willing to help, but he thinks a handoff document will be enough. If the manager accepts document-only transfer, the team may lose the judgment behind escalations. 7
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