A new operator joins halfway through the campaign. What do they need?

Agency DeskEditorialSep 7, 2026

Give the replacement a current state, not just the original kickoff brief. List completed posts, pending jobs, approved asset versions, unresolved incidents and the next confirmed action for each account. Make the source of truth for schedule changes explicit.

Review access through the appropriate system and remove dependence on the previous operator’s personal notes. Walk through one pending item together before transferring the full queue. The handoff is successful when the new operator can distinguish finished, scheduled and uncertain work without guessing from a long conversation history.