granola-prod-checklist

# Granola Production Checklist ## Overview Comprehensive checklist for deploying Granola in a production/enterprise environment. ## Pre-Deployment Checklist ### Account & Licensing ```markdown ## License Verification - [ ] Appropriate plan selected (Pro/Business/Enterprise) - [ ] Sufficient seat licenses for team - [ ] Billing information verified - [ ] Contract/Terms reviewed and signed - [ ] Enterprise agreement in place (if applicable) ``` ### Security Configuration ```markdown ## Security Setup - [ ] SSO configured (Business/Enterprise) - [ ] 2FA enforced for all users - [ ] Password policy defined - [ ] IP allowlisting configured (if required) - [ ] Data residency settings verified - [ ] DPA signed (GDPR requirement) - [ ] Audit logging enabled ``` ### Integration Setup ```markdown ## Required Integrations - [ ] Calendar integration (Google/Outlook) - [ ] Communication (Slack/Teams) - [ ] Documentation (Notion/Confluence) - [ ] CRM (HubSpot/Salesforce) if applicable - [ ] Task management (Linear/Jira) if applicable - [ ] Zapier workflows configured ``` ## Team Rollout Checklist ### User Onboarding ```markdown ## Onboarding Materials - [ ] Welcome email template created - [ ] Quick start guide customized - [ ] Video tutorial linked - [ ] FAQ document prepared - [ ] Support escalation path defined ``` ### Training Plan ```markdown ## Training Schedule Week 1: - [ ] Admin training (2 hours) - [ ] Power user training (1 hour) Week 2: - [ ] General user training (30 min) - [ ] Q&A sessions scheduled Ongoing: - [ ] Monthly tips newsletter - [ ] Quarterly feature updates ``` ### Pilot Program ```markdown ## Pilot Phase (Recommended) - [ ] Select 5-10 pilot users - [ ] Define success metrics - [ ] Set 2-week pilot duration - [ ] Collect feedback daily - [ ] Address issues before full rollout - [ ] Document lessons learned ``` ## Configuration Checklist ### Workspace Settings ```markdown ## Workspace Configuration - [ ] Workspace name and branding set - [ ] Default sharing permissions configured - [ ] Data retention policy defined - [ ] Auto-recording preferences set - [ ] Template library created - [ ] Default note format selected ``` ### Admin Settings ```markdown ## Admin Controls - [ ] User roles defined - [ ] Permission groups created - [ ] External sharing policy set - [ ] Integration permissions controlled - [ ] Audit log retention configured ``` ### User Defaults ```markdown ## Default User Settings - [ ] Default calendar selected - [ ] Notification preferences - [ ] Summary style (brief/detailed) - [ ] Language preferences - [ ] Timezone settings ``` ## Technical Requirements ### Desktop Requirements ```markdown ## Supported Systems - [ ] macOS 12 (Monterey) or later - [ ] Windows 10 (1903) or later - [ ] 8 GB RAM minimum (16 GB recommended) - [ ] 500 MB free disk space - [ ] Stable internet (5 Mbps+) ``` ### Network Configuration ```markdown ## Firewall/Proxy Settings Allow outbound HTTPS to: - [ ] api.granola.ai - [ ] app.granola.ai - [ ] storage.granola.ai - [ ] auth.granola.ai Ports: - [ ] 443 (HTTPS) - Required - [ ] 80 (HTTP) - Redirect only ``` ### MDM/Deployment ```markdown ## Enterprise Deployment - [ ] MSI/PKG package available - [ ] Silent install tested - [ ] Auto-update policy set - [ ] Configuration profile created - [ ] Deployment script verified ``` ## Go-Live Checklist ### Day Before Launch ```markdown ## Pre-Launch - [ ] All users provisioned - [ ] Welcome emails scheduled - [ ] Support team briefed - [ ] Status page monitored - [ ] Rollback plan documented ``` ### Launch Day ```markdown ## Launch - [ ] Send welcome emails - [ ] Enable user access - [ ] Monitor adoption metrics - [ ] Staff support channel - [ ] Track first-meeting success ``` ### Week 1 Post-Launch ```markdown ## First Week - [ ] Daily adoption metrics review - [ ] Quick wins shared internally - [ ] Issues triaged within 4 hours - [ ] User feedback collected - [ ] Adjustments made as needed ``` ## Success Metrics ### Adoption KPIs | Metric | Target | Measurement | |--------|--------|-------------| | User activation | 80% in Week 1 | First meeting recorded | | Daily active users | 60% | Weekly average | | Meetings captured | 70% of eligible | Automatic detection | | Integration usage | 50% | Using at least one | ### Quality KPIs | Metric | Target | Measurement | |--------|--------|-------------| | Note satisfaction | 4.0/5.0 | User rating | | Transcription accuracy | 95% | Spot check | | Support tickets | < 5% of users | Weekly | | Uptime | 99.9% | Status page | ## Post-Deployment ### Ongoing Operations ```markdown ## Maintenance Tasks Daily: - [ ] Monitor status page - [ ] Review support queue Weekly: - [ ] Adoption metrics review - [ ] User feedback triage Monthly: - [ ] Feature update review - [ ] Usage report generation - [ ] Billing reconciliation ``` ### Continuous Improvement ```markdown ## Optimization - [ ] Collect user feedback regularly - [ ] Share best practices - [ ] Update templates quarterly - [ ] Review integration performance - [ ] Plan feature adoption ``` ## Resources - [Granola Admin Guide](https://granola.ai/admin) - [Enterprise Setup](https://granola.ai/enterprise) - [Status Page](https://status.granola.ai) ## Next Steps Proceed to `granola-upgrade-migration` for version upgrade guidance.