I’ve been supporting folks over 50 for decades. I’m now in that range and sadly, my tolerance and patience is wearing thin (at Apple, not the folks).
First question to ask is, do you have an AppleID? (most answer, no, um, I have an iCloud account though. Same thing).
That is critical because when migrating and sending the former, loyal, workhorse to recycling…one needs to disable the device’s iCloud account (requiring it boots) AND remove the device from their account. e.g. Find My Mac…
Some macs you can still put into TBolt mode and transfer off data, as well as wipe it. Also, you can boot from a partitioned external that has various bootable MacOS with CCC or other tools to clone of data, or wipe. (I’ve kept several external USB drives that allow this).
(addendum: some models if you will scrap like Mac Mini or iMac that have spinning media/sata drives, you can remove them and give to the user, or even get a case for them as “backup”. I’ve put date removed on them, and given to the user for their own keeping. Sending a computer to recycling, sans HDD, perhaps for the more technical-adept, is my best suggestion to most).
Lastly, one of the biggest caveats that I am now aware of is that “most” older mac users that need help, when upgrading to a new mac model, will also need an audit of anything else like what/if using a printer and model? Is that model supported by Monterey or newer? Scanners? How old is the router? Do they use timemachine? Etc. Some have kept their older mac and printer (they still work though not upgradable) for a basic…typewriter. Off the net, all apps but those for printing and processing are removed. Big desktop note : Do Not Connect to Wifi.
But seriously, I just migrated a 2011 iMac user to a 2022 24" m1 iMac (she LOVES it!) and somehow before order was placed, I never saw her HP laser printer tucked away in her office. I only saw a Deskjet and I had found drivers that were updated. I was really mad she need to buy a new printer just because HP doesn’t have drivers for that model (nor Apple). She did get 1Password (PLEASE! Do print out the Emergency Kit PDF that has your secret key and line for writing your password. Put a copy in a lockbox/safe/depositbox. You lose that, AgileBits can’t help you. The secret key is stored on the Mac, but the password is not. Ever.) This happened to this user. Fortunately, she only had a dozen pwds saved, and those were written down somewhere so … its a clumsy method to delete the account and restart as you need to contact Agilebits anyway).
Anyway, thank you Adam for your article and helping that couple.