Commit bc497831 authored by Alexandr Tanayno's avatar Alexandr Tanayno
Browse files

Move the issue template from handbook to project

parent ba92877b
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@@ -51,7 +51,7 @@ graph TD

**Create Handover Issue:**

- Use template in [CSM-to-CSE-Handover project](https://gitlab.com/gitlab-com/customer-success/csm-to-cse-handover/-/issues)
- Use [the issue template](https://gitlab.com/gitlab-com/customer-success/csm-to-cse-handover/-/issues/new?issuable_template=CSM_to_CSE_handover) in [CSM-to-CSE-Handover project](https://gitlab.com/gitlab-com/customer-success/csm-to-cse-handover/-/issues)
- Fill in all required info
- Add links: Collaboration Project, Customer Notes GDoc, Gong recordings
- Tag CSE Territory Owner with `@mention`
@@ -105,69 +105,6 @@ graph TD
- Get CSE+ sign-off in issue
- Close handover issue

## Handover Issue Template

Create issues in [CSM-to-CSE-Handover project](https://gitlab.com/gitlab-com/customer-success/csm-to-cse-handover/-/issues).

```markdown
## Account Information
**Customer:** _________________
**AE:** _________________
**Renewal Manager:** _________________
**Outgoing CSM:** _________________
**CSE Territory Owner:** @mention
**Handover Date:** _______

## Pre-Handover
- [ ] Success Plans closed
- [ ] CTAs resolved/closed
- [ ] Instances verified (Prod: ___ | Non-prod: ___)
- [ ] Systems up to date
- [ ] Link to Collaboration Project: [URL]
- [ ] Link to Customer Notes GDoc: [URL]
- [ ] Link to Gong recordings: [URL]

## Account Overview
- [ ] Health: ☐ Green ☐ Yellow ☐ Red | Why: __________________
- [ ] Next renewal: _______ | Risks: __________________
- [ ] Active issues/escalations: __________________

## Key People & Dynamics
| Name | Role | Notes |
|------|------|-------|
|      |      |       |

## Technical Setup
- [ ] Deployment: ☐ SaaS ☐ Self-managed
- [ ] Tier: _______ | Seats: _______
- [ ] Last ping date: _______
- [ ] Known issues: __________________

## Strategic Context
- [ ] Primary use case(s): ☐ SCM ☐ CI/CD ☐ DevSecOps ☐ Compliance
- [ ] Customer goals: __________________
- [ ] Current blockers: __________________

## Top 3 Things to Know (risks, expansion, on-going issues)
1. __________________
2. __________________
3. __________________

## Handover Status
- [ ] CSE Territory Owner review: ☐ Approved ☐ Needs fixes
- [ ] Manager actions complete
- [ ] Handover call completed: Date: _______
- [ ] Customer letter sent: Date: _______
- [ ] AE aligned: ☐ Yes
- [ ] Logged in Gainsight: ☐ Yes

## Sign-off
**CSM:** _________________ Date: _______
**CSE+:** _________________ Date: _______

/label ~"CSM to CSE+ Transition" ~"Handover"
```

## RACI

| Activity | CSM | CSE Territory Owner | CSM Manager | AE |
@@ -193,7 +130,7 @@ Throughout this section, **"responsible CSE"** refers to the **CSE supporting th

### 1. Review the handover issue

Once the CSM has created the handover issue using the standard template and the **CSE Territory Owner** has approved it, the **responsible CSE** is encouraged to:
Once the CSM has created the handover issue using [the standard template](https://gitlab.com/gitlab-com/customer-success/csm-to-cse-handover/-/blob/master/.gitlab/issue_templates/CSM_to_CSE_handover.md) and the **CSE Territory Owner** has approved it, the **responsible CSE** is encouraged to:

- Review:
  - **Account overview** and **Top 3 things to know**