Partner Handoff Review Workbook
A referral can look complete on a dashboard long before anyone receives help. This workbook asks the question that matters next: what happened after the handoff?
The editable workbook and four-page print copy are ready. Use fictional or approved aggregate information only.
Prepared October 10, 2026 · Independent practitioner testing was waived. This tool supports service planning, not impact, eligibility or information-sharing approvals.
The Decode (30 seconds)
- The shift: Sending someone to a partner can feel like a completed task. But did the person actually receive help? That is a different question.
- The evidence: The workbook separates services started, cases closed without a start, pending referrals and unknown results. Every referral stays in the original count.
- The limit: These numbers help diagnose follow-through. They cannot prove an effect on earnings or authorize sharing personal records.
- What to try: Start with one partner pathway, reconcile approved aggregate counts and give unresolved referrals an owner and review date.
Start here (two minutes)
A report can say 40 referrals were sent and still leave the most important question unanswered: what happened next? This workbook helps partners make follow-through visible without copying private client information into another spreadsheet.
Working files: Download the editable Excel workbook (v1.1) · Open the printable PDF (v1.1). Both files have passed download verification.
Enter your inputs
Open Working copy and choose one referral pathway you can verify. Name the sending and receiving owners, the time period and the date you checked outcomes. Agree on whether you count first referrals or repeat episodes, then enter the five counts in rows 16–20.
Each referral episode must have one current disposition: service started, declined or closed without a start, pending with a known status, or unknown. These categories must add up to the referral cohort. A decline is a resolved disposition, not a successful service start. An unknown outcome stays in the denominator.
Read the results
Bring an approved aggregate report with confirmed dispositions. The workbook calculates the service-start share, unknown share and pending-plus-unknown count. A separate section measures acknowledgement timeliness among referrals whose response deadline has passed. Do not substitute the whole cohort for that due subset.
Not sure where to begin? The fictional Completed example shows 40 referrals: 22 service starts, four closed without starting, six pending and eight still unknown. The next move is not another referral campaign. It is to find out what happened to those eight with the receiving partner. These are examples, not EcSA results or performance targets.
Decide and assign
At the partner meeting, agree how to compare aggregate results safely, how often to reconcile unresolved cases and who can escalate a problem. Choose one next action, give it an owner and date, and save a dated copy. Keep individual follow-up in approved systems; do not add names, case numbers or benefits information to this workbook.
Boundaries and sources
This is a delivery diagnostic, not an impact evaluation, benefits calculator or data-sharing authorization. Stop for program, fiscal or privacy review if the proposed fix changes eligibility decisions, payments, required documentation or how personal records move between organizations.
Read the Washington Deep Dive for operating context and evidence limits. The EcSA resource index links the primary evaluations and implementation resources.
Ownership and maintenance: Workforce Wonkery Practice editor, proposed assignment. Review by April 9, 2027, or sooner if definitions, agreements, rules or formulas change. The print copy contains two pages per sheet; the XLSX remains the editable calculation file.