| name | openup-transition |
| description | Initialize and manage Transition phase activities - deploy to users |
| model | haiku |
| arguments | [{"name":"activity","description":"Specific activity to perform (initiate, check-status, next-steps)","required":false}] |
Transition Phase
This skill guides you through the Transition phase of OpenUP - deploying to users.
Thin front over the process map (T-077). This phase's activity
composition is data, not prose: run
python3 scripts/openup-process-map.py activities-for transition for the
authoritative ordered activities (each resolved to its role + skills), and let
/openup-start-iteration Plan Iteration generate this phase's work-item
lanes from that map. The guidance below is human-facing reference — the map +
Plan Iteration are the source of truth for what a Transition iteration runs.
When to Use
Use this skill when:
- Construction is complete and system is ready for deployment
- Preparing for beta or production release
- Conducting final testing and user acceptance
- Training users and support staff
- Checking if Transition phase is complete
- Getting guidance on next steps in Transition
When NOT to Use
Do NOT use this skill when:
- Still implementing features (use
/openup-construction)
- System is not stable enough for testing (continue Construction)
- Need to create specific artifacts (use artifact skills)
- Looking for deployment procedures (use DevOps/ops documentation)
Success Criteria
After using this skill, verify:
Transition Overview
Goal: Deploy the system to users and ensure user satisfaction
Duration: Typically 2-4 weeks
Key Milestone: Product Release
Phase Objectives
- Deploy the system to users
- Train users and support staff
- Fix defects found during testing
- Complete user documentation
- Obtain user acceptance
Completion Criteria
Process
0. Load the Environment Chain (project config)
If docs/project-config.yaml defines an ordered environments: list (see
docs-eng-process/project-config.md), Transition walks that chain hop by
hop instead of a single hop to production:
- Each entry has a
name and (except the last) a promotion: criterion — a
free-text, checkable statement of what must be true before the release moves
to the next environment.
- Build one promotion checklist per hop into the deployment checklist
(step 2
initiate): the hop's promotion: criterion + the relevant
completion criteria above.
- OpenUP's Transition beta-test objective ("beta test to validate that user
expectations are met") maps onto the configured pre-production
environment(s) — e.g. a
beta entry — rather than being an unanchored
activity. Per-environment flag default states come from each task's
## Rollout section.
check-status reports which environment the release currently sits in
and which promotion criteria block the next hop.
If the key is absent, skip this step — single-hop deployment to production,
unchanged framework default.
1. Read Project Status
Read docs/project-status.md to:
- Confirm phase is
transition
- Check iteration goals
- Review active work items
2. Based on Activity
initiate: Start Transition phase
- Update
docs/project-status.md to set phase: transition
- Review test results from construction
- Create deployment checklist — one promotion checklist per hop of the
environments: chain when configured (step 0), single-hop otherwise
- Update
docs/roadmap.md with transition tasks
check-status: Review progress
- Check all completion criteria above
- List what's done and what remains
- Identify blockers
next-steps: Get recommendations
- Suggest next tasks based on current state
- Prioritize by deployment readiness
Key Work Products
- Deployment Documentation - Installation and configuration guides
- User Documentation - Final user manuals
- Support Materials - Troubleshooting guides, FAQs
- Test Results - Final test reports
- Release Notes - What's new and changed
Recommended Team
For Transition phase work, create a team with:
- tester - Lead final testing and validation
- developer - Fix deployment issues
- project-manager - Coordinate deployment
- Add analyst for user feedback and acceptance
Deployment Activities
-
Final Testing - Comprehensive testing including:
- Beta testing with real users
- Performance testing
- Security testing
- User acceptance testing
-
Deployment Preparation - Prepare for release:
- Create deployment scripts
- Prepare production environment
- Plan rollback procedures
- Train support staff
-
User Preparation - Prepare users:
- Create user documentation
- Develop training materials
- Conduct training sessions
- Prepare communication materials
-
Release - Deploy to production:
- Execute deployment plan
- Monitor for issues
- Provide support
- Collect feedback
References
- Transition Phase:
docs-eng-process/openup-knowledge-base/practice-management/risk_value_lifecycle/guidances/concepts/phase-transition.md
- Tester Role:
docs-eng-process/openup-knowledge-base/core/role/roles/tester-5.md
- Project Manager Role:
docs-eng-process/openup-knowledge-base/core/role/roles/project-manager-4.md
See Also