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Handoff Project Hub
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Handoff Project Hub
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Start Here: Project Handoff Intake
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All Handoff Projects
Product questions in support - Project Handoff
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All Handoff Projects
Product questions in support - Project Handoff
Product questions in support - Project Handoff
Product questions in support
Project Handoff
Page Set-Up & Configuration - Select the project name here before getting started
Project Name:
Product questions in support
Select Project Name Again:
Handoff Project - Product questions in support
Handoff Summary Overview
Project Summary & Impact
This looks like a great candidate for a handoff project. The risk seems very low, and not a complex situation.
Workflows are included in the form and have all been finalized. 🎉
Estimated Capacity Needs
10 hours
Estimated Volume Impact
150 tickets per week, 5% of total volume
Complexity Analysis
Number of teams involved
1 team - Support
Easy (not complex)
Estimated time to implementation
I think about 2 weeks!
Short: 1-2 weeks
Tools needed
Intercom, Website
Low - Standard Tools and Queries
Current workflows available
Workflow Link Here
Low - All workflows exist and tested
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Risk Analysis
Please rate the difficulty to fix a mishandled situation?
Medium
How sensitive is the data / information the team will need to be successful?
Low
What is the risk of learner safety or exposure of user information?
Low
How time sensitive is this task?
Medium
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Success Metrics Goals
Goal - CSAT
90%
Goal - Response Time
6hr
Goal - % reduction in volume
5%
Goal - QA Score
90%
Goal - Total Tickets Handled
150
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Project Tasks and Timeline
Task Info
Owner
Task stage
Due date
Notes
Priority
Task Info
Owner
Task stage
Due date
Notes
Priority
1
Assign out all tasks
Normal
2
Set due dates
Normal
3
Determine and share launch timeline
Normal
4
Collect workflows from team
Normal
5
Write framework for major steps
Normal
6
Prepare preliminary designs
Normal
7
Develop detailed plans
Normal
8
Document changes
Normal
9
Submit final approval
Normal
10
Share project
Normal
11
Hold retroactive review
Normal
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