Origin — Solar, Roofing & Generators
Project handoffs

What belongs in a sold-project handoff

The operational team needs the agreed scope and the context that could change how the project proceeds.

A practical approach

Include the current documents, customer goals, contact preferences and unresolved conditions. Identify any promises requiring confirmation. Do not hide a missing requirement behind a sold status. A handoff should distinguish the customer’s acceptance from the technical, administrative or scheduling steps that remain before work can begin.

Put it into practice

  1. Attach the current documents
  2. Identify unconfirmed commitments
  3. List outstanding requirements

General workflow guidance. Confirm current responsibilities, availability and terms with the appropriate team. This article is not a project-specific technical assessment or a promise of compensation.

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