Arrow Financial Group

The Delegation Handoff

Step 1 of 8: Orient
Begin

What is moving, and to whom?

This works for an ongoing or recurring responsibility: a monthly close, inbox management, a client book, a standing report. For a one-off task you do not need a handoff document, you need a clear brief.

This is the calibration dial. It sets how tight oversight starts, how wide their lane runs, and how concrete the examples need to be. Prior-role experience does not transfer cleanly, so rate this area specifically.