W2653 – Streamlining Office Handoffs: From Request to Resolution

Discover how to improve office workflows, streamline task handoffs, and reduce delays. In this interactive session, attendees will engage with a fictional request to practice efficient handoffs.

Overview

Course Category: Live Webinars

Course Level: Intermediate

CLE Credit: Non-substantive

Start Date and Time (CT): Tuesday, December 8, 2026 12:00 pm

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

Instructor: Sylvia Glanton

Sylvia S. Glanton founded Personameant Solutions in 2017. A US Army veteran, author of Built For This, and creator of the DELEMATE Framework, she teaches teams to document recurring work, delegate decisions, and use automation with human oversight. She brings an operations perspective to the everyday challenge of tracking who owns a request and what happens next.