Basalt Creek member account handoff record
Basalt Creek member account handoff record
Owner: Callum Breckenridge. Updated Oct 1, 2026.
Commitments on the handoff record
The record that passes every commitment, open question and account history from the relationship manager who left on September 18 to the new account owners, with a name beside each item, so employers do not repeat themselves and the two unowned commitments get claimed. Prepared from the program register for Callum Breckenridge, the incoming owner of the Basalt Creek Industries account, and Adaeze Obiora, membership director at the Workplace Safety Coordinators Association. State on Monday, September 28, 2026.
Seven commitments sit on the record across the 14 employer accounts. Five have an owner and two do not. Read the Owner column first: the two rows with no owner name on the record yet are the ones to watch. Adaeze Obiora is assigning both, and the names are being entered.
The same commitments as a board
The board groups the seven records by Status. Five are in Owned and two are in Waiting for owner. Nothing is in Escalated or Complete yet. A card moves right only when its owner accepts it, and a card with no owner cannot move.
| Commitment | Employer | Owner | Status | Due | Days open |
|---|---|---|---|---|---|
| Basalt Creek roster review | Basalt Creek Industries | Callum Breckenridge | Oct 14 | 12 | |
| Basalt Creek webinar date | Basalt Creek Industries | Callum Breckenridge | Oct 9 | 19 | |
| Merriweather course access | Merriweather Mining Services | Callum Breckenridge | Oct 6 | 9 | |
| Merriweather member directory listing | Merriweather Mining Services | Adaeze Obiora | Oct 6 | 15 | |
| Merriweather conference places | Merriweather Mining Services | No owner on the record | Oct 6 | 17 | |
| Rellick invoice question | Rellick Rail Services | Adaeze Obiora | Oct 6 | 6 | |
| Rellick certificate batch | Rellick Rail Services | No owner on the record | Oct 6 | 21 |
Account history
The history below is rebuilt from the program register, because the relationship manager kept account notes in a personal document that was not shared before the last day. Each employer contact should confirm it.
Basalt Creek Industries
Merriweather Mining Services
Rellick Rail Services
Two commitments have no owner
Merriweather conference places. Places at the regional conference were promised to Merriweather Mining Services. Raised September 11, 17 days open on September 28, due October 6. The decision maker is Adaeze Obiora.Rellick certificate batch. A batch of certificates was promised to Rellick Rail Services. Raised September 7, 21 days open, the oldest on the record, due October 6. The decision maker is Marisol Thackeray.Status. The records of September 28 still show no owner for either one. Adaeze Obiora is assigning both. Until each owner accepts and the name is on the record, the card stays in Waiting for owner. Consequence. Both employers are waiting on a promise that only the departed manager recorded, in notes nobody else has read. Ask. Enter both owner names on the record by October 6, and check the wording of each promise with the employer contact.
Three questions had to be repeated in the first week
Three questions had to be repeated to the new owner in the first week. The questions below are sample wording. They came from the same gap: the answers were in the personal notes, not on the account record.Question asked againWhy it was asked againFixWho at the association owns the account nowThe change of owner was not announcedCallum Breckenridge and Adaeze Obiora introduce the new owner to each contactWhat was promised about conference placesThe promise is in the personal notes onlyCheck the wording with the employer contact, then write it on the recordWhether the course access request was receivedNo acknowledgment was on the recordConfirm access by Oct 6 and log the confirmationEach repeated question is counted. The aim for the next handoff is zero.
From commitment to kept
| From | To | When |
|---|---|---|
| Logged | Owned | An owner is named |
| Logged | Waiting for owner | No owner is on the record |
| Waiting for owner | Owned | An owner claims it |
| Owned | In progress | Work starts |
| In progress | Waiting for owner | The owner leaves |
| In progress | Complete | The employer confirms it is kept |
A commitment is kept only when the employer confirms it, not when staff finish their part.
Handover checklist
I will ask Leonard once, write the answer on the record, and make sure the next person never has to ask him again.
Who owns the account now
Demo deal room. The Workplace Safety Coordinators Association, Basalt Creek Industries, the people and every figure are fictional sample data. Built on FuseBase.