0. Project Pre-Imitation Phase

Phase Overview

Are you considering transitioning to a new platform? The process of migrating from one technology or platform to another represents a complex undertaking, potentially spanning several years. Programs looking to migrate platforms must continue to support their current system and users while also planning for and implementing significant changes in technology and workflows. This transition is best actively managed as a project utilizing strategies and tools from project management and change management.

Download the foundational, pre-initiation resources in the left tab to get started. Once you’ve reviewed these resources, you may proceed to phase 1 (initiate).

Pre-Initiation Downloads

Foundational Resource Downloads

Learn the basics of platform migrations

Begin here to learn what a system migration project entails, and review critical success factors for a project of this scale. This primer provides an informational overview of the phases and activities involved in a system migration, as well as success factors for changing to a new platform.

PLATFORM MIGRATIONS PRIMER

Plan for Staff Impact

Once you’ve used the Considerations for Proceeding to determine whether to move forward with a platform change, these key considerations are intended to serve as a reference to assist in guiding the project team as they initiate the project.

STAFFING CONSIDERATIONS FOR PLANNING AND EXECUTING A CHANGE

Apply Project Management and Change Management to Guide the Migration Process

This framework, also depicted above, will be your guide throughout the project, walking you through the critical objectives, key artifacts and exit criteria for each phase of a platform migration project: initiate, plan, execute, monitor and control, and close. This reference should be kept close at hand throughout the migration process, and is offered in a printable poster format for that purpose.

PROJECT MANAGEMENT FRAMEWORK

Address Key Questions to Inform Implementation Project Planning

The planning questionnaire lists key questions to consider across a myriad of planning topics that may be addressed at various points throughout the project life cycle. This questionnaire is intended for use by program staff to inform the development of implementation project management plan(s) by addressing key questions to inform implementation project planning.

IMPLEMENTATION PLANNING QUESTIONNAIRE

Portfolio

Next Phase