Pilot migration test plan template
Pilot scope, test cases, success criteria and sign-off. Free download in Word.
Download the pilot test plan template
Defines the pilot migration: who is in it, what is tested, how success is measured and who signs off before the first production wave.
Free to use and adapt. Document ID CM-TPL-EXE-01, version 1.0, November 2026.
What the template includes
Document sections
- Pilot objectives · What the pilot must prove. Each objective should map to a success criterion.
- Pilot scope and participants · List pilot users and what each represents.
- Schedule · Key pilot dates.
- Test cases · The core cases for the pilot. Use the UAT workbook for full scripts and evidence.
- Success criteria · Measurable thresholds agreed in advance.
- Support and feedback · How pilot users report problems and give feedback.
- Risks and contingencies · Pilot-specific risks.
- Lessons learned and changes · Record what will change before wave 1.
- Pilot sign-off · Approval to proceed to production waves.
How to use this template
- Choose 10 to 30 pilot users who represent each department, device type and working pattern, including at least one delegate and one shared mailbox.
- Brief pilot users in person; they must know they are testing and how to report problems.
- Run the pilot through the exact runbook and runsheet you will use for production waves.
- Record every result and timing; use measured throughput to size the production waves.
- Hold a pilot review and obtain sign-off before wave 1 is confirmed.
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
Guides that use this template
Questions about this template
Is the pilot test plan template free?
Yes. Download it in Word 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.