Module 10 · Best practices repository

Curated playbooks, SOPs & lessons learned.

Manually curated by the practice. Distinct from the AI KB but may share underlying content.

TitleCategoryOwnerUpdated
Standard conversion — end-to-end SOPSOPMarcus Tann2026-05-12
Extended conversion — variations from standardPlaybookNadia Kwon2026-04-29
Merger projects — phased cutover patternPlaybookNadia Kwon2026-04-10
Lessons learned — Pinegrove FCU data deliveryLessonsMarcus Tann2026-06-04
Client kickoff agenda templateTemplateMarcus Tann2026-03-22
Escalation matrix — delivery & cutoverReferenceOwen Park2026-02-14
Closeout & retro templateTemplateNadia Kwon2026-03-02
Lessons learned — Riverstone CU cutoverLessonsNadia Kwon2026-05-25