# Partner lead handoff survey

Clarify partner lead transfer instructions.

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

## 1. What context was requested?

Answer: ____________________

## 2. Which handoff responsibility was unclear?

Answer: ____________________

## 3. What acknowledgment was missing?

Answer: ____________________

## Author notes / illustrative keys where applicable

1. Look for context scope.
2. Look for role clarity.
3. Look for acknowledgment.

Interpretation caution: No actual lead identities.


## Illustrative finding and follow-up

Observation: Handoffs omit receipt confirmation.

Action to test: Agree a verified acknowledgment process.

Follow-up: After the proposed change, ask relevant participants whether this original issue still occurs: Handoffs omit receipt confirmation. Record what they experienced, including none or not applicable; changes in the sample do not establish causation.