Handoff Survey

Please answer the following questions related to the manner in which newly booked jobs are “handed” from Sales to Engineering to begin the design process. This is a “blind” survey, meaning no email addresses are recorded, so please answer candidly. Also, please complete the survey today (Monday, 1-12).

I Agree

To which group do you belong?

Sales

Engineering

For projects in which you are involved, how often do face-to-face or Skype handoff meetings occur between Sales and Engineering?

When such meetings occur, who schedules them?

Please respond to the following statement: When handoff meetings occur, they take place in a timely manner.

Please respond to the following statement: Sales provides the necessary information to Engineering to begin the design process.

Please respond to the following statement: Engineering asks Sales the necessary questions to begin the design process.

Please respond to the following statement: Projects are thoroughly reviewed during the handoff meetings.

What percentage of jobs in which you are involved have issues that could have been avoided with a better handoff?

Less than 25%

25-50%

50-75%

75-100%

Got any questions or comments about this survey or about handoff meetings in general? If so, speak now!