Process Handoff Mapping Template
Editable process handoff mapping template with role lanes, evidence checks, decision branches and explicit outcomes. Adapt the workflow to your team.
What the process handoff mapping process is
The map starts at “Upstream work completed” and ends with “Record accepted handoff and completion”. Sender owns the initial evidence; Receiver handles the assessment or operational handoff; Process owner owns the final decision or verification.
The first decision, “Receiver accepts inputs?”, sends unsupported work to “Correct missing inputs with sender”. The later decision, “Exception requires owner decision?”, separates “Escalate with evidence and return route” from the accepted outcome. Adapt these gates to actual authority and evidence. A drawn workflow does not execute automation or enforce approval.
Map before choosing automation
What this flowchart covers
In this template
- Prepare required handoff inputs.
- Send work with acceptance criteria.
- Receiver accepts inputs? — explicit branch outcomes.
- Exception requires owner decision? — a second review gate.
- Record accepted handoff and completion.
When to use this template
- Use this artifact when upstream work completed and the team needs a shared procedure for the resulting assessment or handoff.
- Replace the illustrative roles and decision criteria before using the map as an approved instruction.
- Use during stakeholder review to make owner handoffs and rejected outcomes explicit before the process changes.
How it works
Define scope and evidence
Name the process owner and replace the first three steps with the specific trigger, inputs and records for your work.
Configure the decision gates
State how to answer “Receiver accepts inputs?” and “Exception requires owner decision?”. Assign a role and evidence requirement for each.
Review every route
Walk the normal route and both exception endings. Obtain review of the chart before sharing it as a team procedure.
Frequently asked questions
Is this an editable process handoff mapping?
Yes. Open the example as your own QueryChart chart, then replace steps, owner lanes and decision criteria.
Does this template execute the process?
No. It documents the workflow. Automation runs in external systems, and actual chart approval features must be configured separately.
What should we review before sharing it?
Check every owner and decision branch, the evidence needed at each gate, and the authority for the final outcome. Set a review owner and retain an agreed chart version.