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Version: Next

Discovery Deliverables and Handoff

Runbook Azure

DOCUMENT CATEGORY: Runbook SCOPE: Discovery outputs and knowledge transfer PURPOSE: Define deliverables and handoff procedures MASTER REFERENCE: Microsoft Learn - Azure Local Planning

Status: Active

This section covers the required outputs from discovery sessions and the knowledge transfer process to implementation teams.

Required Outputs from Discovery​

Master Deliverables Package​

  1. Configuration Workbook (Excel):
  • Naming standards worksheet
  • Network configuration worksheet
  • IP allocation worksheet
  • VLAN assignment worksheet
  • Workload inventory worksheet
  • Migration grouping worksheet
  1. Design Documents:
  • High-level design (HLD) with customer specifics
  • Low-level design (LLD) with implementation details
  • Network architecture diagram
  • Application dependency map
  1. Implementation Plan:
  • Detailed project timeline
  • Resource allocation schedule
  • Migration wave planning
  • Risk mitigation strategies
  1. Configuration Files (Pre-staged):
  • Network switch configurations
  • Firewall rule sets
  • PowerShell deployment scripts
  • ARM templates (customized)

Knowledge Transfer to Implementation Team​

Handoff Meeting Agenda​

  1. Review Discovery Findings (30 min)
  • Customer requirements summary
  • Technical constraints and considerations
  • Risk areas identified
  1. Configuration Walkthrough (45 min)
  • Naming standards implementation
  • Network design specifics
  • Azure resource configuration
  • Security requirements
  1. Implementation Planning (30 min)
  • Timeline confirmation
  • Resource availability
  • Customer touchpoints
  • Escalation procedures
  1. Q&A and Clarifications (15 min)

Implementation Team Receives​

  • Complete discovery documentation package
  • Access to customer documentation repository and configuration files
  • Contact information for customer stakeholders
  • Escalation matrix for issues

Discovery Data Validation​

Before handoff, validate all collected data for accuracy and completeness. Ensure all configuration parameters have been confirmed with the customer and no assumptions remain.

Post-Discovery Actions​

Internal Review and Preparation​

Post-Discovery Internal Meeting​

Participants: Same as pre-discovery team

Agenda:

  1. Review all collected data for completeness
  2. Identify any gaps or clarifications needed
  3. Finalize implementation approach
  4. Confirm resource assignments
  5. Update project timeline based on findings

Action Items:

  • Update configuration templates with customer data
  • Prepare network switch configurations
  • Stage PowerShell scripts with customer variables
  • Create customer-specific runbooks
  • Schedule implementation kickoff

Customer Communication​

Discovery Summary Communication​

Subject: Azure Local - Discovery Complete - [Customer Name]

Dear [Customer Stakeholder],

We have completed the discovery sessions for your Azure Local implementation.
Attached please find:

1. Discovery Summary Document
2. Proposed Configuration Settings
3. Network Design Diagram
4. Implementation Timeline

Key Decisions Confirmed:
- Naming Convention: [Pattern]
- Network VLANs: [List]
- IP Ranges: [Ranges]
- Target Go-Live: [Date]

Next Steps:
- Please review and confirm the attached configuration
- Identify any changes needed within 48 hours
- Schedule implementation kickoff meeting

The implementation team is prepared to begin deployment upon your approval.

Best regards,
[deployment team]

Discovery Phase Completion Gate​

  • All discovery data collected and validated
  • Naming standards finalized and documented
  • Network requirements confirmed and allocated
  • Customer sign-off obtained
  • Implementation team briefed and ready
  • Hardware and Azure resources ready for provisioning
Discovery Phase Complete

With comprehensive discovery data collected, validated, and approved, the implementation team can proceed confidently to hardware and infrastructure provisioning with all required configuration details in hand.

Required Discovery Deliverable

As part of the discovery phase, the implementation team must produce and validate the following configuration artifacts:

  • Cluster Configuration File
  • Cluster Automation Config File

These documents are required for handoff to the implementation team and must be referenced in all subsequent deployment planning and execution steps.