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granola-prod-checklist

Name: granola-prod-checklist
Rating: 76 (1 reviews)
Author: jeremylongshore

tessl install github:jeremylongshore/claude-code-plugins-plus-skills --skill granola-prod-checklist

github.com/jeremylongshore/claude-code-plugins-plus-skills

Production readiness checklist for Granola deployment. Use when preparing for team rollout, enterprise deployment, or ensuring Granola is properly configured for production use. Trigger with phrases like "granola production", "granola rollout", "granola deployment", "granola checklist", "granola enterprise setup".

Review Score

76%

Validation Score

12/16

Implementation Score

63%

Activation Score

90%

Granola Production Checklist

Overview

Comprehensive checklist for deploying Granola in a production/enterprise environment.

Pre-Deployment Checklist

Account & Licensing

## 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

## 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

## 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

## Onboarding Materials
- [ ] Welcome email template created
- [ ] Quick start guide customized
- [ ] Video tutorial linked
- [ ] FAQ document prepared
- [ ] Support escalation path defined

Training Plan

## 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

## 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

## 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

## Admin Controls
- [ ] User roles defined
- [ ] Permission groups created
- [ ] External sharing policy set
- [ ] Integration permissions controlled
- [ ] Audit log retention configured

User Defaults

## Default User Settings
- [ ] Default calendar selected
- [ ] Notification preferences
- [ ] Summary style (brief/detailed)
- [ ] Language preferences
- [ ] Timezone settings

Technical Requirements

Desktop Requirements

## 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

## 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

## 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

## Pre-Launch
- [ ] All users provisioned
- [ ] Welcome emails scheduled
- [ ] Support team briefed
- [ ] Status page monitored
- [ ] Rollback plan documented

Launch Day

## Launch
- [ ] Send welcome emails
- [ ] Enable user access
- [ ] Monitor adoption metrics
- [ ] Staff support channel
- [ ] Track first-meeting success

Week 1 Post-Launch

## 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

## 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

## Optimization
- [ ] Collect user feedback regularly
- [ ] Share best practices
- [ ] Update templates quarterly
- [ ] Review integration performance
- [ ] Plan feature adoption

Resources

Next Steps

Proceed to granola-upgrade-migration for version upgrade guidance.