# Finance close handoff survey

Improve close-process coordination.

If nothing was unclear or difficult, say so. Skip questions about steps you did not experience; use not applicable where appropriate.

## 1. Which handoff was unclear?

Answer: ____________________

## 2. What dependency blocked your step?

Answer: ____________________

## 3. What completion signal was missing?

Answer: ____________________

## Author notes / illustrative keys where applicable

1. Read for handoff clarity. Keep the specific explanation in the respondent’s own words rather than converting it into an unexplained overall satisfaction score.
2. Read for dependency. Keep the specific explanation in the respondent’s own words rather than converting it into an unexplained overall satisfaction score.
3. Read for completion signal. Keep the specific explanation in the respondent’s own words rather than converting it into an unexplained overall satisfaction score.

Interpretation caution: Do not collect financial records.