--- name: shift-handover description: "What happened this shift and what's still open — a real item log with a current status and an honest flag for what the next shift actually needs to watch. Use when: Work genuinely spans shifts or owners, and something real can be lost if the handoff is just verbal. You want the next owner to know honestly what needs their attention, not everything flagged equally. You want a real record of what was open at handoff time, in case something slips later. Not for: There's no real shift boundary — work continues with the same owner, so there's nothing to hand off. You'd be flagging every item as needing attention just to be safe — that defeats the point; only genuinely time-sensitive items should be flagged." --- # Shift handover What happened this shift and what's still open — a real item log with a current status and an honest flag for what the next shift actually needs to watch. Family: Daily management · Format: .xlsx · Domain: core ## What it is A shift handover is what actually gets passed between an outgoing and incoming owner — not a verbal summary that loses detail in translation, but a real item log. Describe what happened and what's open, and a drafted item log names each thing, its current status, and whether it's genuinely time-sensitive enough for the next shift to watch closely. ## When to use it Use it when: - Work genuinely spans shifts or owners, and something real can be lost if the handoff is just verbal. - You want the next owner to know honestly what needs their attention, not everything flagged equally. - You want a real record of what was open at handoff time, in case something slips later. Not when: - There's no real shift boundary — work continues with the same owner, so there's nothing to hand off. - You'd be flagging every item as needing attention just to be safe — that defeats the point; only genuinely time-sensitive items should be flagged. ## How to fill it in - **items** — Drafted from your shift description — a real item, its current status, and whether it needs the next shift's attention. - **narrative** — Drafted from the items actually built. ## What good looks like The example below is the renewal-risk queue's day-to-evening handover on the same day as this catalogue's escalation matrix example. The one flagged item sits right at the edge of that matrix's own Critical escalation trigger — the two artifacts describing the same real moment from two angles. Full worked example, on-screen and as a downloadable .xlsx: https://www.katafacts.com/katas/shift-handover ## Common mistakes - **Flagging every item as needing attention.** — If everything is flagged, nothing stands out — the flag only has value when it's reserved for what's genuinely time-sensitive. - **Writing a status that just restates the item rather than where things actually stand.** — The incoming owner needs to know what's actually happened so far, not just that something exists. - **Skipping the handover when the shift felt quiet.** — A quiet shift is exactly when a real item can slip through unnoticed — the handover is cheap insurance either way. ## What it connects to Upstream: - **Escalation matrix** (`escalation-matrix`) — A flagged item's urgency often traces directly to the escalation matrix's own severity definitions and triggers, as in the worked example. ## Where AI helps Judgement — stays with you: - Deciding whether a flagged item genuinely needs attention or can wait - Deciding how much detail an item's status actually needs Analysis — AI helps: - Drafting specific items, real statuses, and an initial needs-attention flag from a shift description - Drafting the narrative from the items actually built Drudgery — automated: - Counting how many items need attention - Exporting to xlsx in the house format --- Shift handover is licensed [CC BY 4.0](https://creativecommons.org/licenses/by/4.0/). Attribution: Katafacts (katafacts.com). ## Using this skill Apply this method as part of whatever broader task, instructions, or deliverable you're already working on -- it's a method to use, not a standalone conversation to start. There is no generation tool for this catalogue yet, so draft the artifact's actual content yourself, following the fields above, the same way a person filling this out by hand would. The canonical guide page and a downloadable worked example (.xlsx) are at https://www.katafacts.com/katas/shift-handover.