# Storage Handoff Worksheet
## Find one process worth improving across your facilities

**Agentive Automations | A ten-minute starting exercise**

Choose one recurring task. Use a recent real example. If you do not know an answer, write "unknown" and ask the person who does the work.

**Company:** __________ **Facility or group:** __________ **Date:** __________

### 1. Choose the handoff

Select one: facility reporting / lead follow-up / reservation handoff / operational exception / other: __________

What event starts the work? __________

Who needs the finished result? __________

What counts as finished? __________

### 2. Follow one actual example

| Step | Person responsible | Tool or location | What gets entered or checked? | What happens next? |
|---|---|---|---|---|
| 1 | | | | |
| 2 | | | | |
| 3 | | | | |
| 4 | | | | |
| 5 | | | | |

### 3. Mark the friction

Check what happened in this example:

- [ ] The same information was entered more than once.
- [ ] Someone had to export or combine files.
- [ ] Missing information required a follow-up.
- [ ] Nobody clearly owned the next action.
- [ ] An exception was handled outside the normal process.
- [ ] Someone checked a report without a clear decision to make.
- [ ] The source of truth was unclear.

Which one created the most work? __________

How do different facilities handle this differently? __________

### 4. Estimate the effort carefully

Occurrences per month: ______  
Total active staff minutes per occurrence, summed across people: ______  
Monthly active hours = occurrences x active minutes / 60: ______  
Optional loaded hourly labor cost, with source: $______ / ______  
Indicative labor capacity involved = hours x hourly cost: $______

Illustration only: 120 occurrences x 8 active minutes / 60 = 16 hours/month. This is current effort, not automatically recoverable savings. Measure waiting time separately. Do not multiply by facility count if your occurrence count already includes all facilities.

### 5. Decide what to investigate

- Is the work frequent enough to matter? __________
- Are the rules consistent, or does every case need judgment? __________
- Can the source data be accessed with permission? __________
- Who would review mistakes or unusual cases? __________
- Could a clearer owner or checklist solve it first? __________

**Candidate first improvement:** __________

**Baseline to record this week:** __________

**Success measure:** __________

**Person who owns the result:** __________

### Want an independent review?

Agentive Automations reviews up to three workflows through one owner interview, one staff interview and a written implementation roadmap. Request the current diagnostic scope at **https://agentiveautomations.com/storage-workflow-diagnostic**.

We check feasibility before recommending implementation. You keep the roadmap and choose the next step.