Frame the ownership
Clarify why the handoff matters, what is being transferred, and what remains shared or reserved.
CHAPTER 8 - PROTOCOL 5
Leadership Handoff
TIME75-90 minutes plus transition
OWNERCurrent owner and receiving leader or team
ARTIFACTHandoff agreement + staged transition plan
- Purpose, authority, boundaries, knowledge, relationships, and success evidence are explicit.
- The receiving leader has meaningful voice and agency.
- The transition includes modeling, rehearsal, feedback, and independent practice.
- The principal releases appropriate control while maintaining agreed support.
Make the system visible
Surface decisions, knowledge, relationships, routines, exceptions, risks, artifacts, and unwritten expectations.
Stage the transition
Sequence observation, shared leadership, supported practice, feedback, and independent ownership.
Confirm and sustain
Review evidence, clarify ongoing support, recognize the new ownership, and set a future integrity check.
WORKING ORGANIZER
Run the protocol.
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REFLECTION PROMPTS
- Am I transferring authority or only responsibility?
- What knowledge have I assumed is obvious?
- What must I stop doing for ownership to become real?
EQUITY GUARDRAILS
- Do not coerce added leadership responsibility or rely repeatedly on the same people.
- Recognize and compensate substantial additional work where appropriate.
- Preserve appropriate supervision, legal authority, and due process.