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

WI-630 · Plan confirmation

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

Confirm the delivery plan to the client so the agreed date is one date for everyone.

Prerequisites

Draft delivery plan
Credit decision (WI-620)

Steps

Check capacity for the planned dates.
Confirm the plan and date with the client in writing.
Publish the confirmed plan to operations and sales operations.
Record the agreed date as the delivery commitment.

Quality checks

One agreed date recorded.
Client confirmation in writing.

Output and evidence

Confirmed delivery plan
Delivery commitment record

RASCI for this step

R: Delivery Planner (you) · A: Process owner · I: Sales operations