Escalation and handoff

Overview


Module	`field.07` · practice · docs · Pass 11 · 1 to 2 h
You build	docs/engagement/handoff.md
Tests	`course/tests/field.07` (named below, with why each exists)
Needs	none
Used by	no code call site; this is an independent artifact
Milestone	`MS-P11`

Key Takeaways

Tie each claim to the exact platform evidence that Escalation and handoff produces.
State the owner, success condition, and recovery action before declaring the work complete.
Record unresolved assumptions so the next review can test them.

How to work this chapter

ol start field.07
ol tests field.07
ol check field.07

1. Why now

A handoff is complete when another team can own normal operation and escalation without relying on the implementation team’s memory.

2. Principles

Transfer service boundaries, dashboards, runbooks, access process, known limitations, escalation contacts, and recovery authority. Have the receiving team demonstrate the critical procedure.

3. Worked example

Walk the customer through a simulated availability alert. Ask them to locate impact, follow the runbook, decide when to escalate, and verify recovery. Capture unclear steps and revise the docs.

4. The artifact and its check

Test	KIND	Checks	Why it matters downstream
`test_artifact_paths_are_declared`	artifact	Confirms the submitted paths and required evidence exist, so a plausible narrative cannot pass without the reviewable deliverable.

5. Pitfalls

#	Pitfall	Symptom	Caught by
1	The deliverable records a conclusion without its customer evidence	Another engineer cannot reproduce the sizing or recommendation.	`test_artifact_paths_are_declared`
2	An assumption is written as a measured fact	The engagement plan can promise capacity or security the system has not demonstrated.	`test_artifact_paths_are_declared`
3	The next owner and decision gate are missing	Work stalls at handoff even when the technical work is complete.	`test_artifact_paths_are_declared`

6. Where it’s used next

Direction	Module	Connection
Back	`field.06`	Read this declared prerequisite before producing the artifact; use it to verify the relevant contract or evidence.
Back	`craft.10`	Read this declared prerequisite before producing the artifact; use it to verify the relevant contract or evidence.

Going further

Resource	What to inspect
Mock engagement sequence	Carry the evidence and open decisions into the next customer-facing artifact in the sequence.