# TR4NSFORM Operations simulated first-mover runbook

Status: operator runbook  
Money mode: simulated only  
Audience: TR4NSFORM operators, managers and support

## Operator objective

Run a complete first-mover Genesis Partner rehearsal without moving money, executing custody, minting externally or dispatching product. The rehearsal must prove every handoff from campaign interest through Elita nurture, invitation, agreement, wallet activation, settlement state, certificate lifecycle, allocation, support and refund controls.

## Roles

- Admin: Simon Penwright at SASCOSM, Simon at TR4NSFORM and Tobias at TR4NSFORM.
- Manager: Justin, Tony and Dio. Managers can operate workflows and prepare refund actions, including crypto refund preparation, when approval policy is satisfied.
- Support: SASCOSM and TR4NSFORM support addresses handle partner help, evidence checks and escalation triage.
- Elita: Agentic COO for briefing, classification, nurture drafting and routing. Elita does not autonomously move treasury, approve contracts, mint certificates, publish externally or issue refunds.

## Rehearsal checklist

1. Confirm Operations login is operator-only and does not route into the client journey.
2. Confirm Genesis Partner, TR4NSFORM app client and Operations staff journeys are separated.
3. Register interest from the public Genesis Partner route.
4. Confirm Elita creates the nurture and progress communication queue.
5. Approve the lead for invitation in Operations.
6. Accept current partner terms as the invited partner.
7. Record delivery preference and treasury-lock preference.
8. Run simulated one-dollar activation for BTC, Lightning and USDT paths.
9. Run simulated full contribution settlement for the selected rail.
10. Confirm settlement cannot be replayed, regressed or duplicated.
11. Queue treasury lock proof.
12. Exercise release and refund proof states without moving funds.
13. Queue certificate/NFT artefact generation.
14. Record a simulated Hedera-style token proof.
15. Suspend, reinstate and revoke a certificate in the lifecycle manager.
16. Issue monthly NUTR4 allowance and process overage calculation above allowance.
17. Reconcile dispatch and delivery states using privacy-safe data.
18. Export evidence pack and confirm no raw wallet, delivery address, invoice URL, health data or private partner code leaks into public projection.

## Pass condition

The release is simulated-ready only when every workflow validates with:

- money movement: none;
- external execution: stubbed or safe-off;
- no public economic-rights wording;
- no raw private partner data in public pages;
- no client-app route used for Operations login.

## Hold condition

Stop and escalate if any step attempts to:

- create a live BTCPay invoice;
- request real BTC, Lightning or USDT transfer;
- execute escrow or custody;
- mint a real Hedera NFT;
- publish external social content without approval;
- expose raw wallet, delivery, invoice, email, health or private-code data.