Account handoff

An outgoing association staff member handing an account over to a new owner

Commitments on the handoff record

Handoff of 14 employer accounts Relationship manager left Sep 18, 2026 2 commitments without an owner Complete by Oct 6 Internal

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.

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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	Owned	Oct 14	12
Basalt Creek webinar date	Basalt Creek Industries	Callum Breckenridge	Owned	Oct 9	19
Merriweather course access	Merriweather Mining Services	Callum Breckenridge	Owned	Oct 6	9
Merriweather member directory listing	Merriweather Mining Services	Adaeze Obiora	Owned	Oct 6	15
Merriweather conference places	Merriweather Mining Services	No owner on the record	Waiting for owner	Oct 6	17
Rellick invoice question	Rellick Rail Services	Adaeze Obiora	Owned	Oct 6	6
Rellick certificate batch	Rellick Rail Services	No owner on the record	Waiting for owner	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

Employer contact: Leonard Kalnins, safety director
New owner: Callum Breckenridge, member services lead
Membership: Group membership of 42 members, renewing December 31
Sponsorship: $12,000 for 2026, handled in its own tracker
Commitments on this record: Roster review, due Oct 14. Webinar date, due Oct 9.
History confirmed: Callum confirmed the account history with Leonard Kalnins

Merriweather Mining Services

Employer contact: Esmeralda Draycott
Owners: Callum Breckenridge for course access, Adaeze Obiora for the directory listing
Commitments on this record: Course access for a member to the safety courses. Directory listing for its members. Conference places, with no owner.
Next date: Oct 6 for all three

Rellick Rail Services

Employer contact: Cornelius Vandeweghe
Owners: Adaeze Obiora for the invoice question; none for the certificate batch
Commitments on this record: An answer to a question on the group membership invoice. A batch of certificates, the oldest open commitment at 21 days.
Decision maker for the certificates: Marisol Thackeray, credentialing lead
Next date: Oct 6 for both

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 again	Why it was asked again	Fix
Who at the association owns the account now	The change of owner was not announced	Callum Breckenridge and Adaeze Obiora introduce the new owner to each contact
What was promised about conference places	The promise is in the personal notes only	Check the wording with the employer contact, then write it on the record
Whether the course access request was received	No acknowledgment was on the record	Confirm access by Oct 6 and log the confirmation

Each 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

Complete by October 6

Callum Breckenridge takes the Basalt Creek account. Donedone
Assign the two commitments without an owner. Owner: Adaeze Obiora, in progress, names on the record by Oct 6open
Confirm the Basalt Creek account history with Leonard Kalnins. Owner: Callum Breckenridge, donedone
Enter the two new owners' names on the Merriweather conference places and Rellick certificate batch records. Owner: Adaeze Obiora, Oct 6open
Confirm the webinar date with Leonard Kalnins. Owner: Callum Breckenridge, Oct 9open
Confirm the Basalt Creek roster with Leonard Kalnins. Owner: Callum Breckenridge, Oct 14open
Introduce the new owner to the contacts at Merriweather Mining Services and Rellick Rail Services. Owner: Adaeze Obiora, Oct 6open
Confirm the accepted handoff for all 14 accounts. Owner: Adaeze Obiora, Oct 6open

"I will ask Leonard once, write the answer on the record, and make sure the next person never has to ask him again."

Callum Breckenridge, Member services lead, Workplace Safety Coordinators Association

Who owns the account now

Callum BreckenridgeMember services lead, new owner of the Basalt Creek Industries account and three commitments
Adaeze ObioraMembership director, assigns owners and next actions, owns two commitments
Marisol ThackerayCredentialing lead, decides the Rellick certificate batch