What an engagement handover needs to carry
When the person responsible for engagement changes, the next person needs to know what was promised, who owns it and what remains unresolved. A record like this supports accountable decisions; entering an action does not fulfil a promise.
Using the record
Complete the record with the person handing over the work and the person taking it on. Check the entries against the original commitments and the latest approved decisions.
Where a decision is still open, record who must make it and what information they need. Keep the handover with the documents that support it.
The checklist records what needs to be carried forward. It does not establish that a commitment has been met, that people support a proposal, or that an approval has been granted.
A change to the proposed work date
This example is invented. It does not describe a client or an actual project.
- What people were told
- Residents would receive an update before the proposed work date changed.
- What has changed
- The delivery team is considering a different start date; it has not been approved.
- Who must decide
- The project delivery manager must confirm the date before a new notice is issued.
- Who carries the commitment
- The community engagement lead owns the update to affected residents.
- What happens next
- Confirm the date and access arrangements, then send the update through the agreed channels.
- What closes the record
- Keep the approved notice, the distribution record and any questions requiring a response.
Start with what
you need to decide
SCA defines the engagement or corporate affairs work the decision ahead needs. The first conversation establishes the issue, timing and information available.