Operational Transfer of Work Checklist – A checklist customized to the specific industry, function, work locations and environment must be developed to ensure both catcher and pitcher roles are clear and critical steps are not missed to minimize disruption to customers as the transition occurs.

Risk Assessment – A formalized risk assessment should be followed to ensure all players are able to identify risks to meeting the strategic objectives. Each function and major location should be required to have their own risk assessment and risk burn down should be program managed from a centralized group responsible for report out to the CEO.

Failure Modes & Effects Analysis – This, more detailed and specific tool, can be used for high risk processes, reporting, communication and personnel related issues identified in the risk assessment.  This tool is also used to identify process steps or inputs at greatest risk of failure during the transition.

Change Management – The change management approach must consider the unique cultures involved and be customized to fit, assuring all internal and external stakeholders process the improvements so that full optimization occurs.  This involves helping people understand the reasons for change and a defined, transparent approach to integrate all participants.