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Agency Context Handover Rituals

2 min read
CA

Chaos Team

Productivity experts and AI enthusiasts

Why it matters: Agency clients expect continuity even when teams rotate. The IPA’s 2024 Agency Census shows staff churn hovering around 32%, so handovers must be ritualised.[1]

TL;DR

Agency handover rituals in Chaos
Chaos handover board showing briefs, KPIs, and open risks.

What do agency context handover rituals cover?

Cover four pillars: business objectives, creative strategy, live production, and stakeholder nuances. Each pillar links to files in Chaos, so the incoming team doesn’t hunt across drives. Include finance data and upcoming demo dates.

How do you run the handover inside Chaos?

Schedule a 60-minute Chaos call. The outgoing lead walks through a storyboard while recording the session for posterity. Questions drop straight into the handoff template, and approvals are logged in the decision board.

How do you protect teams during transitions?

Assign backup owners and schedule load-balancing check-ins. Pair the handover with incident warmups so teams can rehearse escalation paths. Encourage rest periods using the dopamine break menu so creativity doesn’t suffer.

Key takeaways

  • Structure handovers around four pillars and record them inside Chaos.
  • Make Q&A searchable by logging everything in the handoff template.
  • Protect energy levels with wellbeing nudges and clear backup owners.

Next steps

  1. Clone the Chaos handover board and populate the four pillars.
  2. Run a pilot handover on a low-risk account and capture feedback.
  3. Roll out the ritual agency-wide, including wellbeing guardrails.

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