← Back to Work
Delivery playbooks, templates, and QA to standardize execution
Delivery + operations leads • Professional Services • 3 weeks
Reduced rework by standardizing delivery stages, templates, and QA checkpoints.
Snapshot
Services
- Delivery Enablement
Deliverables
- Delivery stages + acceptance criteria
- Template pack (brief, plan, review, handoff, retro)
- QA checklist + checkpoint schedule
- Light audit loop and reporting format
- Onboarding guide for new team members
Context
- Engagement: 3-week delivery enablement sprint
- Timeline: 3 weeks
- Client: Delivery + operations leads
- Industry: Professional Services
- Complex delivery work depended on individual habits and local process
- Late QA and unclear handoffs produced predictable rework cycles
- Needed shared stages and artifacts to make delivery consistent
Constraints
- Templates had to be usable immediately, not a tool migration program
- QA checkpoints needed to fit delivery flow without slowing momentum
- Audits had to be light-touch and focused on the highest-risk moments
Challenge
Delivery quality depended on individual habits: project stages were inconsistent, QA happened late, and handoffs created rework loops.
How we worked
- Defined delivery stages with acceptance criteria to remove ambiguity
- Published a reusable template pack for each stage and key handoff
- Introduced QA checkpoints and a small audit loop for consistency
- Created onboarding guidance to embed the system across teams
What we did
- Defined delivery stages with clear acceptance criteria
- Created reusable templates (brief → plan → review → handoff)
- Implemented QA checkpoints and a small audit loop
- Introduced onboarding guidance to drive adoption
Outcomes
- Rework loops: ↓ ~25% within 6–8 weeks
- New team onboarding time: ↓ ~50% (weeks → days)
- Delivery consistency: Improved (standard stages)
Proof
- Delivery stages (high-level) + acceptance criteria
- Template pack overview (brief, plan, review, handoff, retro)
- QA checklist + checkpoint schedule (redaction-safe)
- Onboarding guide outline for adoption
Want something similar?
We’ll help you define what “done” means, build the right deliverables, and create momentum you can sustain.