GCOT · Portfolio Artifact
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GCOT Deliverable · Job Aid
Executive → Operations Handoff
Use this card every time you route contractor work to the Operations Support Team.
When to use this
- You need to initiate a new contractor engagement or supplier request
- You need to route an operational task off your desk to a governed process
- You need audit-trail documentation for compliance
1
Confirm request type
Choose the correct category so the request routes to the right owner.
- New engagement
- Renewal
- Extension
- Change order
- Termination
2
Complete intake form
Provide the minimum viable data set for downstream teams.
- Requestor info
- Contractor details
- Scope of work
- Budget line
- Start date
3
Attach supporting docs
Missing docs are the #1 cause of delay — attach at intake.
- Statement of Work
- Signed NDA
- Budget approval
- Executive sponsor email
4
Route to Ops queue
Submit through the portal — do not email — for full audit trail.
- Submit via intake portal
- SLA: 2 business days
- Confirmation auto-emailed
- Track in ticket #
✓ Do
- ✓Submit early to protect the SLA window
- ✓Attach all supporting documents at intake
- ✓Use standard categories in the intake form
- ✓Flag urgent items in the priority field
✗ Don't
- ✕Skip the intake form (“just this once”)
- ✕Send requests by email only
- ✕Assume urgency without flagging
- ✕Reroute the request mid-process
Questions? Contact Operations Support Lead · ops-support@[placeholder]