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Handover Checklist

Use this when preparing and executing the handover to the university.

Scope of Handover

  • System: Maintenance management platform (API + frontend + DB + storage + caching).
  • Ownership: They own the source code; no paid license; runs on cost-efficient stack (e.g. CF Pages, Workers, Neon, R2).
  • Commitment: Up to 12 months of support/maintenance from us after go-live, with knowledge transfer so their IT can take over (target: weeks to one month).

Pre-Handover

  • [ ] Production deployment on agreed domains
  • [ ] Environment and secrets configured for them (or handover of config process)
  • [ ] API and deployment docs finalized (from main docs/guides/)
  • [ ] Training and knowledge-transfer materials ready (in for-institution/)
  • [ ] Walkthrough materials for IT (impact-focused: cost, audit, workflow, roles — not tech hype)
  • [ ] Portability Q&A prepared (Postgres, S3, Hono; DO/cache consistency if they ask on-prem) — see our-planning/positioning-and-strategy.md
  • [ ] Presentation readiness: pitch framed as solution (cost efficiency, audit transparency, workflow); security as layered (no overconfident claims)

Handover Deliverables

  • [ ] Access to repo / source (as agreed)
  • [ ] Deployment and operations guides (from main docs)
  • [ ] Training and admin docs (from for-institution/)
  • [ ] Written 12-month support/maintenance commitment (scope and boundaries)
  • [ ] Contact and escalation path for support

Post-Handover

  • [ ] Feedback collection in place
  • [ ] Clear handover sign-off (what they own, what we support for how long)
  • [ ] Schedule for knowledge-transfer sessions if needed

Success Criteria

  • System deployed and stable
  • Their IT can operate and maintain it (clarity over cleverness)
  • Documentation and commitment are clear; positioning and removal/leave rules are in our-planning/files-to-remove-and-leave.md