handoff-doc

An onboarding graduation handoff document is generated by compiling milestone history, success criteria, stakeholder maps, technical configurations, and open items. The Skill reads onboarding profile configurations to enforce graduation criteria and formats this data into a structured transfer document for the post-onboarding team.

A graduation readiness check evaluates account handoff criteria by running a checklist against configured graduation requirements. It reports a pass, conditional, or HOLD status while identifying specific gaps that must be resolved before the account context can be safely transferred to the post-onboarding team.

Yes, you can pull CRM integration data and timestamped account history into the handoff document. The Skill optionally retrieves connector data to provide milestone context and historical timestamps, enriching the account context transfer for the post-onboarding team.

To generate an abbreviated handoff brief for a quick verbal transfer, the Skill distills the full structured handoff document into a short asynchronous summary. This brief enables rapid communication while ensuring the comprehensive draft document remains the authoritative source of account context.

Yes, the handoff generation process requires reading the escalation matrix and stakeholder map from the onboarding profile configuration. This config-driven governance ensures the post-onboarding team receives accurate escalation contacts and relationship structures during the account context transfer.

Generating a graduation handoff without an onboarding profile configuration limits the ability to enforce graduation criteria, handoff format, and escalation matrices. The Skill relies on this read-only configuration to validate readiness and structure the full handoff document accurately for the post-onboarding team.