Troncoso Group - Handoff Action Items
Purpose
This checklist tracks the handoff documentation and offboarding steps required by the SOW for the Troncoso Group engagement. These tasks automatically appear in the Master Todo List.
🔥 Priority: Handoff Packet (Deliverables)
- [ALEX] Create handoff packet outline + table of contents (single “source of truth” doc) priority 📅 2026-01-03
- [ALEX] Document system overview (what exists, what it does, current status) priority 📅 2026-01-03
- [ALEX] Document architecture + data flow diagram(s) (high-level, stakeholder readable) priority 📅 2026-01-04
- [ALEX] Document deployment runbook (how to deploy, how to roll back, where logs live) priority 📅 2026-01-05
- [ALEX] Document environment/config inventory (env vars, secrets locations, third-party config) priority 📅 2026-01-05
- [ALEX] Document dependencies + vendors (accounts, services, billing owners, renewal dates if known) priority 📅 2026-01-06
- [ALEX] Export and attach “known issues / open items” list (bugs, tech debt, risks, recommendations) priority 📅 2026-01-06
- [ALEX] Include “how to get support” note (if any post-handoff support terms apply) 📅 2026-01-06
🔐 Access & Ownership Transfer
- [CLIENT] Confirm receiving owner(s) for all accounts and repos (name + email) priority 📅 2026-01-03
- [ALEX] Provide access handoff checklist (what the client must confirm they can access) priority 📅 2026-01-04
- [ALEX] Transfer repo ownership or add client admins + remove my access after confirmation priority 📅 2026-01-06
- [ALEX] Transfer hosting/platform ownership (or add client admins) priority 📅 2026-01-06
- [ALEX] Rotate/revoke any credentials I created/held (API keys, tokens, passwords) after transfer confirmation priority 📅 2026-01-07
- [ALEX] Confirm 2FA recovery methods belong to client (backup codes, authenticator ownership) priority 📅 2026-01-07
🗄️ Data Export / Backups
- [ALEX] Provide latest database export and/or backup instructions (what to export, where, frequency) priority 📅 2026-01-05
- [ALEX] Provide logs/analytics export instructions (if applicable) 📅 2026-01-06
- [ALEX] Provide “restore from backup” steps (dry-run recommended) 📅 2026-01-07
🧪 Validation (Client Acceptance)
- [ALEX] Schedule handoff walkthrough call (60–90 min) priority 📅 2026-01-03
- [ALEX] Walk through: deploy, basic smoke test, and where to see errors/logs priority 📅 2026-01-07
- [CLIENT] Confirm: client can deploy + access logs + access data + access third-party accounts priority 📅 2026-01-08
- [ALEX] Capture final acceptance notes + sign-off email trail in project Documents 📅 2026-01-08
✅ Offboarding / Closure
- [ALEX] Provide final invoice summary (if applicable) + confirm payment status 📅 2026-01-08
- [ALEX] Remove local copies of client data after confirmation (retain only what contract requires) 📅 2026-01-09
- [ALEX] Close out open threads (email/slack) with a final “handoff complete” message 📅 2026-01-09