Answers

What is the best way to hand Heidi work?

Name the outcome, and let her plan the steps. 'I want to renew this account' beats 'what is the renewal status', because a status report is homework for you, and an outcome is a project she runs: briefing drafted, follow-ups scheduled, right people alerted, progress visible.

This is the most consistent lesson from real installs. Teams that ask status questions get lists of things to go do, and the work still sits with them. Teams that hand over goals watch the project open itself: the meeting brief, the usage analysis, the legal ping on expiring terms, the check-in before the call.
The instinct to specify every step comes from working with tools. Heidi does her best work when treated like a capable colleague: state what done looks like, set the boundaries, and judge the result by its receipts.

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