# Operational training handoff survey

Improve preparation when responsibility moves to another role.

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

## 1. Which recurring task was not demonstrated?

Answer: ____________________

## 2. What reference material was missing?

Answer: ____________________

## 3. What practice check would help?

Answer: ____________________

## Author notes / illustrative keys where applicable

1. Use this answer to locate the part of the experience that needs explanation. The example issue to investigate is: recipients see the main task but not common exceptions.
2. Missing reference material identifies a preparation gap after responsibility moves to another role. Point to current approved instructions, while separating access to guidance or training attendance from demonstrated competence or authorization.
3. Choose a representative task or approved exception the recipient can attempt with support before responsibility moves. Observe the needed help without treating attendance or one attempt as authorization or competence.

Interpretation caution: Do not equate attendance with authorization or competence.


## Illustrative finding and follow-up

Observation: Recipients see the main task but not common exceptions.

Action to test: Demonstrate approved exception handling.

Follow-up: After trying the change, repeat “Which recurring task was not demonstrated?” with people who experienced it. Check whether they still describe the original issue: recipients see the main task but not common exceptions. Compare explanations and sample context, rather than claiming the change caused an improvement.