Worksheet

Cross-team handoff register

A table listing each record that moves between sales, HR and operations. Columns cover the owning team, the triggering event, the receiving team, the fields passed on and what happens on failure. Review it with all three team leads in one meeting.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “How to Connect Sales, HR and Operations Without Repeated Data Entry”, www.gullysystem.com/blog/how-to-connect-sales-hr-and-operations-without-repeated-data-entry