Run a migration project in six phases
Platform-neutral method for any migration: what to do in each phase, who does it, what you produce and what must be true before you move on.
Interactive diagram of the six phases, gates and workstreams. Download it as a PDF poster, PNG or SVG.
Open the diagram →Find out exactly what you have, who uses it and what it depends on, then decide whether and how each piece should move. Every later phase is built on what you learn here.
10 activities · 9 templatesPhase 2PlanTurn the assessment into an approved project: agreed scope, a schedule people can follow, named owners, a budget, a risk log and a plan for keeping everyone informed.
9 activities · 11 templatesPhase 3DesignDecide exactly where everything lands, how it gets there and how you will prove it worked. A good design means the Execute phase is following steps, not making decisions.
10 activities · 9 templatesPhase 4ExecuteProve the design works with a pilot, then copy data in waves while preparing users. By the end, the target holds validated data and people know what will change for them.
9 activities · 9 templatesPhase 5Cut overSwitch users and traffic from the old system to the new one in a controlled, timed sequence, with a clear decision to proceed and a tested way back.
9 activities · 7 templatesPhase 6CloseStabilise the new environment, hand it to the people who will run it, switch the old system off safely and record what you learned. A project is not finished until the old system is gone and someone else owns the new one.
8 activities · 7 templatesUse with
Score your readiness and get a list of gaps to close.
Cutover countdown plannerDated tasks from announcement to decommission.
Templates for every phase52 free plans, registers, runsheets and reports.
ChecklistsTick-off lists for cutovers and common migrations.
Compliance rulesPrivacy, data location and breach rules to check before you move data.
CalculatorsTransfer time, DNS TTL and cost planning with your own figures.