CM-TPL-ASS-01
Migration readiness assessment
Score identity, data, apps, network and security, with a readiness verdict.
Template library
Every document your migration project needs
52 free, professionally formatted templates across six phases, from the first assessment to project closure. Edit them in Excel or Word, or print the branded PDF.
52templates
6phases
4formats
Freeno sign-up
Download a complete project pack
Microsoft 365 tenant-to-tenant pack21 templates · Plan, risk register, runsheet, user emails and sign-offZIP
What is inside (21)
- Migration readiness assessment XLSX · DOCX
- Mailbox and data inventory XLSX
- Licensing assessment XLSX
- Migration tool evaluation scorecard XLSX
- Master migration project plan XLSX
- Risk register XLSX
- RAID log XLSX
- RACI matrix XLSX
- Communication plan XLSX · DOCX
- Identity and licence mapping sheet XLSX
- Migration wave plan XLSX
- Network and DNS worksheet XLSX
- UAT test scripts and sign-off XLSX
- User communication pack DOCX
- Data validation report XLSX
- Cutover runsheet XLSX · PDF
- Go / no-go checklist DOCX · PDF
- Rollback plan DOCX
- DNS cutover record sheet XLSX
- Hypercare issue log XLSX
- Decommission checklist DOCX · PDF
Website migration pack6 templates · Redirect map, SEO checklist, DNS sheet and launch checklistZIP
What is inside (6)
- Network and DNS worksheet XLSX
- URL redirect map (301s) XLSX
- SEO migration checklist XLSX
- DNS cutover record sheet XLSX
- Website launch checklist DOCX · PDF
- Risk register XLSX
Complete library52 templates · Every template in every format, in one downloadZIP
What is inside (52)
- Migration readiness assessment XLSX · DOCX
- Application inventory and dependency map XLSX
- Workload 7R decision matrix XLSX
- Mailbox and data inventory XLSX
- Licensing assessment XLSX
- Security and compliance assessment DOCX · XLSX
- Current-state architecture DOCX · PPTX
- Migration tool evaluation scorecard XLSX
- TCO and cost comparison XLSX
- Master migration project plan XLSX
- Risk register XLSX
- Business case and ROI DOCX · XLSX
- Project charter DOCX
- RAID log XLSX
- Issue and decision log XLSX
- RACI matrix XLSX
- Budget and cost tracker XLSX
- Stakeholder register XLSX
- Communication plan XLSX · DOCX
- Steering committee report PPTX · DOCX
- Target-state architecture DOCX · PPTX
- Identity and licence mapping sheet XLSX
- Migration wave plan XLSX
- Network and DNS worksheet XLSX
- Data retention mapping XLSX
- Technical migration runbook DOCX
- Security baseline checklist DOCX · XLSX
- Test strategy DOCX
- URL redirect map (301s) XLSX
- Pilot test plan DOCX
- UAT test scripts and sign-off XLSX
- Change request (CAB) DOCX
- Daily status report DOCX
- User communication pack DOCX
- Quick-start guide for staff DOCX · PPTX
- Training plan XLSX · DOCX
- Data validation report XLSX
- SEO migration checklist XLSX
- Cutover runsheet XLSX · PDF
- Go / no-go checklist DOCX · PDF
- Rollback plan DOCX
- DNS cutover record sheet XLSX
- Hypercare roster XLSX
- Bridge call agenda DOCX
- Website launch checklist DOCX · PDF
- Hypercare issue log XLSX
- Decommission checklist DOCX · PDF
- Post-implementation review DOCX · PDF
- Lessons learned register XLSX
- Service transition checklist DOCX
- Handover to operations DOCX
- Project closure report DOCX · PDF
Phase 1
Assess
Understand what you have before you move it.
9 templatesCM-TPL-ASS-02
Application inventory and dependency map
Every application with platform, owner, users and dependencies.
CM-TPL-ASS-03
Workload 7R decision matrix
Rehost, replatform, refactor, retain, retire, repurchase or relocate.
CM-TPL-ASS-04
Mailbox and data inventory
Mailbox, archive, OneDrive and SharePoint sizes with item counts.
CM-TPL-ASS-06
Security and compliance assessment
Retention, holds, DLP, conditional access and regulatory needs.
CM-TPL-ASS-07
Current-state architecture
Document today's environment for the design and change board.
CM-TPL-ASS-08
Migration tool evaluation scorecard
Score native and third-party tools against your requirements.
Phase 2
Plan
Get approval, budget and a plan everyone can follow.
11 templatesCM-TPL-PLN-01
Master migration project plan
The full project: 150+ tasks across six phases, dependencies, milestones and owners. Imports into Microsoft Project.
How-to guides for this phase
Plan and get approval
- Estimate your migration costs
- Plan a tenant-to-tenant migration
- Check deadlines that force a move
- Renew VMware or move?
Phase 3
Design
Decide exactly where everything lands.
9 templatesCM-TPL-DES-02
Identity and licence mapping sheet
Source to target users, UPNs, mailbox types and licences.
CM-TPL-DES-07
Security baseline checklist
Conditional access, MFA, DLP and labels ready before data lands.
Phase 4
Execute
Prove it works, then move people in waves.
9 templatesCM-TPL-EXE-09
SEO migration checklist
Rankings, sitemaps, canonicals and Search Console checks before and after.
Phase 5
Cutover
Run the weekend minute by minute.
7 templatesCM-TPL-CUT-07
Website launch checklist
DNS, SSL, email MX, redirects, forms and analytics on launch day.
How-to guides for this phase
Run the cutover weekend
- Run the cutover weekend
- Move a domain between Microsoft 365 tenants
- Go / no-go checklist
- Plan the DNS TTL change
Phase 6
Close
Hand over cleanly and switch the old system off.
7 templatesCM-TPL-CLS-05
Service transition checklist
Support model, runbooks and monitoring handed to operations.
How-to guides for this phase
Close the project cleanly
- After go-live
- Remove the last Exchange server
- Protect SEO after a site move
- Back up Microsoft 365 after migration
The Cloud-Migrations standard
Ready for the steering committee, straight out of the box
- Branded header and footer on every page with page numbers
- Document ID barcode for your document register
- QR code linking to the latest version online
- Document control: version, owner, classification and history
- Sign-off blocks and a clear disclaimer
