minions-template/docs/operator-onboarding-checklist.md

Operator Onboarding Checklist

Owner: PM Status: not started Date: YYYY-MM-DD

1. Project Framing

• project name:
• objective:
• key constraints:
• environments in scope:

2. Roles and Boundaries

• PM assigned: pending Operator confirmation
• AM assigned: pending Operator confirmation
• CM assigned: pending Operator confirmation
• SM assigned: pending Operator confirmation
• OM-Test assigned: pending Operator confirmation
• OM assigned: pending Operator confirmation
• PM handoff mode: commit-only / commit-and-push
• AM handoff mode: commit-only / commit-and-push
• CM handoff mode: commit-only / commit-and-push
• SM handoff mode: commit-only / commit-and-push
• OM-Test handoff mode: commit-only / commit-and-push
• OM handoff mode: commit-only / commit-and-push
• any role exceptions approved by Operator: none currently

3. Required Artifacts

• MEMORY.md reviewed and accepted by Operator
• CHANGELOG.md initialized and owner set
• ROADMAP.md initialized and owner set
• TODO.md initialized and owner set
• mailbox coordination workflow reviewed (docs/project/mailbox-collaboration-model.md, minions/mail/README.md)
• vendored template snapshot initialized (recommended .minions-template/; exclude .git/ and do-not-export files)
• initial downstream export completed using docs/downstream-onboarding-playbook.md
• downstream template-upgrade owner confirmed (default PM)
• minion-version.md reviewed and downstream version format confirmed

4. Escalation Policy (Operator Optional)

Enabled by Operator: yes/no

If enabled:

• production blocker response expectation:
• non-critical blocker response expectation:
• incident communication expectation:

5. Guardrail Confirmation

• base guardrails accepted
• project-specific guardrails added:
• secret and personal-data handling confirmed
• machine-specific metadata hygiene confirmed (example: .DS_Store stays untracked)
• rollback posture expectation confirmed

6. Sign-Off

Operator decision: pending

Notes: