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Free template · Plan phase

IT migration project plan template (Excel)

The full project: 150+ tasks across six phases, dependencies, milestones and owners. Imports into Microsoft Project. Free download in Excel.

CM-TPL-PLN-01Plan phaseExcelFree
Download Excel (.xlsx)
Free download

Download the master migration project plan template

Plan and track the whole migration: over 150 tasks across Assess, Plan, Design, Execute, Cutover and Close, with owners, dates, dependencies and milestones.

Download Excel (.xlsx)

Free to use and adapt. Document ID CM-TPL-PLN-01, version 1.0, November 2026.

What's inside

What the template includes

Sheet: Plan

12 columns, with dropdowns, formulas and 169 example rows:

WBS IDTaskPhaseOwner roleStartFinishDuration (working days)PredecessorsMilestoneStatus% completeNotes

Sheet: Milestones

9 columns, with dropdowns, formulas and 11 example rows:

WBS IDMilestonePhaseBaseline dateForecast dateVariance (days)ApproverStatusEvidence / sign-off reference
How to use it

How to use this template

  1. Change the start date of task 1.1.1 and work through the dates; the example schedule is sequenced with predecessors and working-day durations.
  2. Delete tasks that do not apply (for example Google tasks if you have no Google tenant) and add waves by copying a wave block.
  3. Duration calculates in working days from Start and Finish; milestones show 0.
  4. Update Status and % complete weekly before the status meeting; filter on Owner role to send each lead their tasks.
  5. Copy milestone dates to the Milestones sheet, record the forecast each week and report variance to the steering committee.
  6. Import into Microsoft Project or Planner if you need a Gantt view: the WBS and Predecessors columns map directly.
Built to a standard

Ready to share with your steering committee

  • Branded cover or instructions page with document ID and version
  • QR code linking to the latest version, and a Code128 barcode for your document register
  • Document control, approval block and a clear disclaimer
  • Example rows written for real migration projects, which you replace with your own
Use it with

Guides that use this template

Microsoft 365 tenant-to-tenant migration: the complete guide
FAQ

Questions about this template

Is the master migration project plan template free?

Yes. Download it in Excel and adapt it for your organisation. No sign-up is needed.

Can I use it in Google Sheets or Google Docs?

Yes. Upload the file to Google Drive and open it with Google Sheets or Docs. Dropdowns and most formulas carry across; check conditional formatting after converting.

Can I remove the Cloud-Migrations branding?

Yes. Replace the logo and footer with your own. Keep the disclaimer in mind: the template is general guidance and needs adapting to your project.

How do I know I have the latest version?

Scan the QR code on the cover or instructions sheet. It opens this page, which always links to the current version.