Skip to content
Schedule a Conversation — opens the booking calendar in a new tab

Individual Team Member · PRO-15 Plan-confirmed handoff · work instruction

WI-625 · Delivery plan draft

Context: Same company and process as the Functional Executive example, seen from the seat of the person doing the work.

Fictional simulation · illustrative scenario · Mid-market services company · Request to delivered service

This thread follows the Individual Team Member path.

Owner
Delivery Planner
Version
v1.0 · Approved
Procedure
PRO-15

Purpose

Draft a delivery plan from an accepted request that the team can actually deliver on the date it shows.

Prerequisites

  • Accepted request with checklist (WI-610)
  • Current team capacity for the next six weeks

Steps

  1. Read the accepted request and its checklist.
  2. Break the service into its delivery steps and the people each needs.
  3. Check capacity for each step against the calendar.
  4. Propose the earliest date the team can keep, not the earliest date possible.
  5. Save the draft and send it for the credit decision.

Quality checks

  • Every step has a named person and capacity.
  • The proposed date includes the credit decision time.

Output and evidence

  • Draft delivery plan with proposed date

RASCI for this step

R: Delivery Planner (you) · A: Process owner · C: Operations scheduler