Business Project Decision & Handoff Pack
Owners and managers coordinating a business improvement or outside vendor.
Original workbook contents
- Write the outcome before the task list
- Compare the same scope
- Control changes in writing
- Close with evidence
Editable registers included
- scope-register.csv — Outcome, Included work, Excluded work, Acceptance evidence, Approver, Target date
- change-register.csv — Change ID, Requested change, Cost impact, Time impact, Decision, Approver, Decision date
- handoff-register.csv — Deliverable, Evidence location, Accepted by, Open issue, Owner, Next date
Includes a branded PDF workbook, fictional worked examples, printable planning tables and three editable CSV registers.
Purchase availability
Price: $19 USD. The complete files have been prepared. Checkout remains closed until payment-confirmed delivery is verified.
Ask about this workbookSample from the workbook
A request such as improve our process is too broad to purchase reliably. Describe the result someone will accept, the current problem and the evidence that would show improvement. Separate essential work from optional additions. Name one approver. If two stakeholders expect different results, resolve that difference before asking suppliers to quote.
Fictional example: A records project might be accepted when twelve monthly folders are indexed, missing documents are logged and the owner can find a requested invoice. Buying a scanner alone would not meet that outcome.
Scope of this resource
This pack supports project organization. It does not replace specialist legal, accounting, engineering or other professional review.
Original Legacy Wise content. © 2026 Legacy Wise Advisors, Inc. Personal or internal business use; no resale. Custom work is quoted separately.