Clear ownership and handoffs
BeforeThe next person receives an action without the preceding result.
With SkillSmithKeep the preceding result attached when the next responsible person receives work.
Hold a regular check-in
Carry check-in blockers to the team that can act
When another team must help with a blocker, connect the check-in to follow-up work with a responsible owner.
Member's check-in Lead responds and records actions Act on a blocker (when triggered)
Roles, playbooks and a practical launch plan for your team.
Bring a practical question into the mentoring conversation
Pay only when you see results
Agree the outcome for your first workflow with our team.
Trusted by leading organizations
“SkillSmith has always been very professional and responsive throughout the entire process and an absolute pleasure to work with.”
Paul HildebrandDirector of HSE/DOT, Jones Power
Hold a regular check-in
Which blocker needs work beyond the employee-and-lead pair?
The team lead works from check in. The record makes action done clear to the next person.
WORKED DECISION
Link the blocker to the responsible team
| Decision point | Information to use | Responsible next step |
|---|---|---|
| Working material | Check in | Open the selected material for this occurrence. |
| Recorded response | action done | Save the response with its work context. |
| Review point | a blocker needs action outside the pair | Agree the next action with the person responsible for this decision. |
Connected work across your team
Hold a regular check-in
Bring check in into the prepared work. Assigned team member and Team lead each receive the context needed for their part.
Assigned team member
Member's check-in
Record what went well, blockers, wellbeing 1–5, goal progress and what I need.
- what went well
- blockers
- wellbeing 1–5
- goal progress
- what I need
Team lead
Lead responds and records actions
Record notes, actions and next date.
- notes
- actions
- next date
Team lead
Act on a blocker
When a blocker needs action outside the pair, record action done.
- action done
The difference in your team’s day
Fewer repeated choices and inputs
BeforeKnown case details are requested again at the next handoff.
With SkillSmithCarry known context forward and show the decisions needed for this task.
Connected information and agent support
The materials that make this method usable
Keep the relevant material available at the point it is used. The resource choices below support different parts of the work.
Your work context
Check in
The check-in form.
Guidance
The check-in guide for leads.
Report template
Team check-in coverage.
We bring the relevant
context into your work
ResourcesPlaybooks
My Tasks
Your next task, ready to act on
- The job context
- Your approved instructions
- A clear response
Available to the right team member
Keep the conversation moving
Take the method into your team's discussion
Use the product sheet to review the roles, materials, workflow and setup choices together.
- The full working method and the focused decision
- Responsibilities and useful materials
- A practical starting plan
PDF · 6 pages
Our delivery approach
Prepare the first useful playbook
Start with the materials and people you already have. We help make the setup choices explicit before your team uses the method.
- 01
Select the working material
Choose check in from the resources your team uses.
What we prepare togetherThe relevant resources are available for the tasks that use them.
- 02
Agree the responsibilities
Confirm assigned team member and team lead for this method, then choose the people eligible to receive its work.
What we prepare togetherThe method names who contributes, reviews and receives the next work.
- 03
Walk through the selected route
Walk through these conditional steps: “Act on a blocker”.
What we prepare togetherYour team sees the response and the resulting next step before extending the method.
Talk with our team
We are here to help
Bring us the work your team wants to improve. We’ll walk through your instructions, responsibilities and review criteria, then show how our platform can support that work.
Bring your work; we help prepare the method
We work with your team to organize the source material, responsibilities and review choices. Start with one useful example, then carry the agreed method into everyday work.
Your materialUse the instructions, forms and references your team already maintains.
Practical preparationConnect the material to the people and responses needed for the method.
A useful walkthroughTry the ordinary route and the point where your team needs a different decision.
Rohit Singh
VP of Strategic Partnerships
Connecting your workflows with the systems and partners you rely on.
Brent Jackson
Director of Customer Success
Helping your team turn procedures into practical learning and task completion.
Your questions
Prepare the method for your team
What stays with the recorded response?
The response for this occurrence retains action done. It belongs to the work being reviewed, rather than replacing a different occurrence's record.
Which materials do we need to bring?
Bring check in. We use those choices to prepare the working context, then check that each task opens the material it needs.
How do the conditional steps become part of the method?
The conditional route is used when a blocker needs action outside the pair. Select the variant or respond to the recorded condition before treating that step as required.
What is the outcome for the wider workflow?
Lead response recorded; blockers handed off.