Phase 4: Sunset & migrate¶
When to use: any time the company retires an AI tool, a framework practice, or a vendor. Sunset is not failure; it is inevitable given the pace of change in this space.
What sunset includes¶
- Tool deprecation (vendor EOL, end of contract, poor performance, regulatory change).
- Practice retirement (a framework component superseded by a better one).
- Vendor change (Copilot → Cursor, Cursor → Claude Code, etc.).
- Model upgrade requiring changes to existing prompts, agents, or integrations.
Outputs¶
- Migration plan: target state, cut-over date, rollback plan.
- Evidence continuity plan. Where the audit trail from the old tool lives after it's decommissioned, and for how long.
- Communication plan: who is told, when, how.
- Retrospective. What the retirement taught us.
- Decision Record: rationale, alternatives, who signed off.
The five moves¶
1. Document why, now (week 1)¶
Before anything changes, write down:
- What is being retired?
- Why? (Technical, contractual, regulatory, cost, performance.)
- What is the replacement, if any?
- What's the deadline, and what's driving it?
This document is the anchor for every subsequent decision.
2. Map dependencies (week 1–3)¶
What uses the thing being retired?
- Users, teams, business units.
- Repositories with integrations (CI/CD, IDE plugins, agents).
- Prompt library entries pinned to the tool.
- Training materials.
- Runbooks and IR playbooks that reference it.
- Audit evidence referencing it.
A tool that looked isolated rarely is.
3. Plan cut-over and rollback (week 2–4)¶
- Cut-over: waves, similar to Phase 2 scale but in reverse. Start with the teams most able to tolerate disruption.
- Rollback: what would trigger one, and what does it look like? If rollback is "impossible," treat that as a risk to escalate to the exec sponsor.
- Data preservation: export audit logs, usage history, contract artifacts. Store per your retention policy.
4. Communicate (week 3–6)¶
- Upstream. Notify the exec sponsor, CISO, Legal, Procurement.
- Sideways. Notify other CoEs or platform teams who interact with the tool.
- Downstream. Notify every engineer and every team using the tool, with dates and support channels.
- External. If customers or regulators need to know (for regulated industries, often yes), the comms plan must include them.
5. Retire, retrospect, record (week 4–12)¶
- Decommission on the planned date.
- Hold a retrospective within two weeks.
- Write the Decision Record: what was retired, why, what replaced it, what it cost, what we learned.
- Post a changelog entry on the public site.
Evidence continuity¶
Even though the tool is gone, the audit trail it produced likely still has retention requirements. Before decommission:
- Export logs to the organization's central logging system.
- Index exports with a label identifying the retired tool and the dates it was in use.
- Update the IR playbook to describe how to retrieve historical evidence.
- Note in the Regulatory crosswalk that the controls previously attested via this tool are now attested via its successor (or replaced by compensating controls).
Anti-patterns¶
Don't
- Don't decommission without an evidence export. Audit trails are often required for years beyond the tool's life.
- Don't leave prompt-library entries pinned to the retired tool. Mark them retired; users will hit them otherwise.
- Don't treat a vendor change as "we just flip a switch." Prompts, workflows, and habits that developed around tool A rarely translate to tool B without retraining.
- Don't skip the Decision Record because "it's just a retirement." Retirements are exactly when rationale matters most; future teams will ask why.
Next¶
After retirement is complete, you're back in Phase 3. If the retirement was large enough to change the shape of the program (e.g., adopting a very different tool class), consider looping through a short Phase 0: Readiness pass on just the affected scope.