Assess activity, retained responsibilities, mobilisation and service acceptance.
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Use this starter to support discussion and record decisions. Adapt it to your business, programme scope and accountable owners.
| Activity / volume | Routine or exception | Location constraints | Proposed owner |
|---|---|---|---|
| Routine processing | |||
| Customer or client contact | |||
| Specialist judgement | |||
| Exception handling |
| Service area | Receiving team | Retained team | Escalation owner |
|---|---|---|---|
| Process execution | |||
| Quality review | |||
| Business decisions | |||
| Client relationship |
| Condition | Owner | Evidence | Required date |
|---|---|---|---|
| Recruitment and capability | |||
| Systems and access | |||
| Training and supervised practice | |||
| Specialist approvals |
| Measure | Threshold / evidence | Accountable approver | Open action |
|---|---|---|---|
| Quality and throughput | |||
| Exception handling | |||
| Retained support effort | |||
| Operational handover |
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