An ownership handoff can depend heavily on a few people. Identify who holds essential knowledge, who has decision authority and who can take over customer issues, exceptions, scheduling and supplier relationships. Use the first 90 days to learn critical routines, transfer selected responsibilities with an agreed support role, and test whether daily work continues when the former point person steps back. Adjust the pace to the business and agree on customer and employee communications before outreach. Reduce one key person’s expected availability, assign responsibility for the gaps and set a review date. Bring your transition timing and continuity question to Alianza Partners. Explore the forthcoming FUNDED by Don McClain.
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