# PWR-239 — Cross-institution coordination: learner worksheet Release: Revision 7T · Full Tutorial Edition Estimated time: Estimated 10 min reading; practical time is provider-set Difficulty: Intermediate Equipment: Common household or practice equipment — Qualified facilitator and current authorised coordination doctrine or fictional equivalent.; Supplied case and mandates: Institution A, a fictional library, may refer invented resident Rowan only after consent; Institution B, a fictional community centre, owns booking after acknowledgement. Rowan permits sharing only the invented name, text-message contact preference and large-print access need. Address, date of birth and any diagnosis are prohibited. The shared outcome is confirmed contact within two working days.; The minimum-handoff template has consent status, name, contact preference, access need, requested outcome, sender, receiver and timestamp. B must acknowledge within four business hours; after that threshold A uses the authorised alternate mailbox. Also supply an acknowledgement clock, disagreement card, failed-receipt card, user-burden log and after-action sheet. Space: Desk / seated Automated structural checklist: 10 of 10 structural checks present Evidence quality/context: G4; Focused research depth Automated method-quality band: Comprehensive Method-rating basis: Structure coverage, instruction/check specificity, alternative distinctness, source troubleshooting, comparison depth and whether purpose/check fields are authored rather than derived. Editorial review: Pending manual editorial sign off ## Before you begin - [ ] I read the tutorial authority and stop conditions. - [ ] I have the required equipment/space or a declared accessible alternative. ## Canonical source context This lesson teaches the full supervised coordination method: define the shared outcome, identify each institution’s mandate, obtain lawful/ethical information authority, agree roles and a minimum data set, send a structured handoff, close acknowledgement, reconcile disagreement, use fallback when receipt fails, and review the person’s burden and outcome. Practice is an authorised fictional exercise. Target outcome: In a facilitator-controlled tabletop, two fictional institutions transfer one service request with correct minimum information, acknowledged ownership, timed follow-up and a repaired failed-handoff route. ### Authority and setup conditions - Confirm every person, institution and record is fictional and all messages are marked EXERCISE. - Define what a real event would look like and how it immediately switches to live authorised procedure. - Agree the shared outcome, information authority, role boundaries, acknowledgement time and fallback. ### Required or supplied materials - Qualified facilitator and current authorised coordination doctrine or fictional equivalent. - Supplied case and mandates: Institution A, a fictional library, may refer invented resident Rowan only after consent; Institution B, a fictional community centre, owns booking after acknowledgement. Rowan permits sharing only the invented name, text-message contact preference and large-print access need. Address, date of birth and any diagnosis are prohibited. The shared outcome is confirmed contact within two working days. - The minimum-handoff template has consent status, name, contact preference, access need, requested outcome, sender, receiver and timestamp. B must acknowledge within four business hours; after that threshold A uses the authorised alternate mailbox. Also supply an acknowledgement clock, disagreement card, failed-receipt card, user-burden log and after-action sheet. ## 1. Define the shared outcome Write the person- or task-centred result that crosses the boundary and the time by which it matters. Why: Institutional activity can increase without continuity for the user. Success check: Both organisations use the same observable outcome. Accessible alternative: Ask the qualified provider to adapt positioning, cue modality, pace, interface or rest while preserving this step’s declared check: “Both organisations use the same observable outcome.” If an adaptation changes the measured task or configuration, record it as a different configuration rather than an equivalent attempt. Alternative relationship: Conditional equivalence requires target and configuration check Learner notes: ________________________________________________________________________________ Completed: [ ] ## 2. Map mandates and limits For each institution, state what it may decide, provide, receive and review, plus the gaps between mandates. Why: Unowned gaps and overlapping authority cause loss or conflict. Success check: Every function has one owner or a declared unresolved gap. Accessible alternative: Ask the qualified provider to adapt positioning, cue modality, pace, interface or rest while preserving this step’s declared check: “Every function has one owner or a declared unresolved gap.” If an adaptation changes the measured task or configuration, record it as a different configuration rather than an equivalent attempt. Alternative relationship: Conditional equivalence requires target and configuration check Learner notes: ________________________________________________________________________________ Completed: [ ] ## 3. Establish information authority Identify consent, lawful/ethical basis, purpose, minimum fields, recipients, retention and correction route before sharing. Why: Coordination does not erase privacy and rights. Success check: Each field has a need and authority or is removed. Accessible alternative: Ask the qualified provider to adapt positioning, cue modality, pace, interface or rest while preserving this step’s declared check: “Each field has a need and authority or is removed.” If an adaptation changes the measured task or configuration, record it as a different configuration rather than an equivalent attempt. Alternative relationship: Conditional equivalence requires target and configuration check Learner notes: ________________________________________________________________________________ Completed: [ ] ## 4. Agree roles and triggers Name originator, receiver, decision owner, service owner, escalation and review; define when the handoff begins and ends. Why: Each handoff needs explicit consent, minimum fields, ownership and acknowledgement boundaries. Success check: The role table includes alternates and timing. Accessible alternative: Ask the qualified provider to adapt positioning, cue modality, pace, interface or rest while preserving this step’s declared check: “The role table includes alternates and timing.” If an adaptation changes the measured task or configuration, record it as a different configuration rather than an equivalent attempt. Alternative relationship: Conditional equivalence requires target and configuration check Learner notes: ________________________________________________________________________________ Completed: [ ] ## 5. Build the minimum handoff Send identity token, requested outcome, relevant facts, urgency, actions taken, accessibility needs, consent/authority and callback—nothing extra. Why: Too little loses continuity; too much creates privacy and burden. Success check: The receiver can act without unnecessary data. Accessible alternative: Ask the qualified provider to adapt positioning, cue modality, pace, interface or rest while preserving this step’s declared check: “The receiver can act without unnecessary data.” If an adaptation changes the measured task or configuration, record it as a different configuration rather than an equivalent attempt. Alternative relationship: Conditional equivalence requires target and configuration check Learner notes: ________________________________________________________________________________ Completed: [ ] ## 6. Close acknowledgement The receiver reads back the outcome, accepts or redirects ownership and gives a follow-up time. Why: Transmission is not receipt or acceptance. Success check: The log names the current owner and next update. Accessible alternative: Ask the qualified provider to adapt positioning, cue modality, pace, interface or rest while preserving this step’s declared check: “The log names the current owner and next update.” If an adaptation changes the measured task or configuration, record it as a different configuration rather than an equivalent attempt. Alternative relationship: Conditional equivalence requires target and configuration check Learner notes: ________________________________________________________________________________ Completed: [ ] ## 7. Reconcile disagreement When sources or roles conflict, preserve both versions, identify the authorised resolver and avoid blending them into false consensus. Why: Unresolved disagreement becomes silent error when institutions act from different instructions. Success check: The record shows the conflict, interim safe state and resolution owner. Accessible alternative: Ask the qualified provider to adapt positioning, cue modality, pace, interface or rest while preserving this step’s declared check: “The record shows the conflict, interim safe state and resolution owner.” If an adaptation changes the measured task or configuration, record it as a different configuration rather than an equivalent attempt. Alternative relationship: Conditional equivalence requires target and configuration check Learner notes: ________________________________________________________________________________ Completed: [ ] ## 8. Use failed-receipt fallback At the declared time, activate the authorised alternate route and inform the originator; do not use personal messaging. Why: A handoff without recovery can strand the task. Success check: The alternate receives, acknowledges and owns the case or safe stop is declared. Accessible alternative: Ask the qualified provider to adapt positioning, cue modality, pace, interface or rest while preserving this step’s declared check: “The alternate receives, acknowledges and owns the case or safe stop is declared.” If an adaptation changes the measured task or configuration, record it as a different configuration rather than an equivalent attempt. Alternative relationship: Conditional equivalence requires target and configuration check Learner notes: ________________________________________________________________________________ Completed: [ ] ## 9. Confirm outcome and user burden Check whether the shared result occurred, whether the person repeated information, experienced delay or lost access, and what remains open. Why: Coordination is judged at the boundary and outcome. Success check: The user/task status is closed, open or escalated with reasons. Accessible alternative: Ask the qualified provider to adapt positioning, cue modality, pace, interface or rest while preserving this step’s declared check: “The user/task status is closed, open or escalated with reasons.” If an adaptation changes the measured task or configuration, record it as a different configuration rather than an equivalent attempt. Alternative relationship: Conditional equivalence requires target and configuration check Learner notes: ________________________________________________________________________________ Completed: [ ] ## 10. Run an after-action review Review accuracy, latency, consent, burden, misses and outcomes; assign one correction and update both organisations’ current record. Why: Joint learning requires action on both sides. Success check: The same correction is visible and testable in A and B. Accessible alternative: Ask the qualified provider to adapt positioning, cue modality, pace, interface or rest while preserving this step’s declared check: “The same correction is visible and testable in A and B.” If an adaptation changes the measured task or configuration, record it as a different configuration rather than an equivalent attempt. Alternative relationship: Conditional equivalence requires target and configuration check Learner notes: ________________________________________________________________________________ Completed: [ ] ## Reflection What changed? ________________________________________________________________________________ What remains difficult? ________________________________________________________________________________ What will I repeat, adapt, ask for help with, or stop? ________________________________________________________________________________ --- Completion of this worksheet demonstrates tutorial participation only. It does not establish capability, qualification, safety clearance, diagnosis, treatment or independent validation.