Virtual Event
Streamlining Office Handoffs: From Request to Resolution
December 8 @ 12:00 pm - 1:00 pm CST
Virtual Event
$49
CLE Hours: 1.0
Fees: $49 for Members and $70 for Nonmembers
Course Materials: Most live webinars include the ability to ask questions during the webinar about the topic, view slides of the presentation and have access to a recording of the webinar.
Description: A request arrives by email, moves to a shared list, and stalls while two people wait for each other. Using a fictional office request, attendees will map the handoff, assign an owner, and write an escalation rule. They will then review an AI-drafted status update against the source request and flag what a person must verify before sending it. Each participant will leave with a handoff template and a way to count repeat follow-ups. The exercise uses fictional data and focuses on office operations.
Course Year: 2026