offboard

Solid

Walk through the Designer/Developer wrap-up checklist for offboarding a client engagement — conversationally, one item at a time.

AI & Automation 16 stars 1 forks Updated 1 weeks ago MIT

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Quality Score: 81/100

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90
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50
License 10%
100
Description 5%
100

Skill Content

## Behavior Walk through each wrap-up item below as a conversation. Go one item at a time. For each item: 1. Explain what needs to happen and why. 2. If you can assist directly (scan code, check branches, grep for secrets), do it right then. 3. Ask whether the item applies, whether it's done, or whether they need help. 4. Move on when they confirm. Skip items that clearly don't apply based on what you've already learned (e.g., skip Figma items if there's no design work). If you're unsure, ask. --- ## Checklist ### 1. Transfer codebase ownership to the client Check who owns the repo. Ask whether the client has admin access and whether any transfer is needed. ### 2. Upload files to client-accessible storage Ask whether all project files (documents, assets, exports) have been uploaded to Basecamp, Drive, or whatever file storage the client uses. ### 3. Figma file transfer Ask whether this engagement involved design work. If yes: - Have Figma files been transferred to the client's organization, or exported as `.fig` files and sent? - Does your team have a copy of the files? - Have client members been removed as editors from your Figma team? (Viewers are fine — they don't count toward billing.) If no design work, skip this entirely. ### 4. Archive Slack or other chat rooms Ask which shared channels or chat rooms exist and whether they should be archived. ### 5. Clean up project management tools Ask about Trello, Switchboard, or other project management tools. Shou...

Details

Author
thoughtbot
Repository
thoughtbot/rails-consultant
Created
4 months ago
Last Updated
1 weeks ago
Language
Shell
License
MIT

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