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STEP 01 / 06

Step 01: Planning - Details

Align the migration objective, investment decision, governance, and overall schedule before the project starts.

02

Details: Work and outputs

The work shown in the overview is made concrete through inputs, outputs, dependencies, and completion conditions.

1. Output purpose and completion

OutputPurposeCompletion and next use
Migration principles and planProvides reviewed evidence for the planning stage.Approved, stored, and ready for the next stage.
System and interface migration masterProvides reviewed evidence for the planning stage.Approved, stored, and ready for the next stage.
System-level migration strategyProvides reviewed evidence for the planning stage.Approved, stored, and ready for the next stage.

2. Work, inputs, outputs, and dependencies

WorkSummaryInputOutputDependencyClass
Set migration objectives and success criteriaExecute and review the activity using the approved controls.Approved prior-stage informationReviewed stage evidencePrior stepRequired
Inventory systems and interfacesExecute and review the activity using the approved controls.Approved prior-stage informationReviewed stage evidenceSet migration objectives and success criteriaRequired
Decide the 6R strategyExecute and review the activity using the approved controls.Approved prior-stage informationReviewed stage evidenceInventory systems and interfacesRequired
Define inventory governanceExecute and review the activity using the approved controls.Approved prior-stage informationReviewed stage evidenceDecide the 6R strategyRequired
Assess the high-level architectureExecute and review the activity using the approved controls.Approved prior-stage informationReviewed stage evidenceDefine inventory governanceRequired

3. Supporting documents and tools

Supporting documents

Use this category to support review, execution, and traceability.

Reference materials

Use this category to support review, execution, and traceability.

Candidate tools

Use this category to support review, execution, and traceability.

4. Change and history management

Version-control definitions, execution logs, approvals, and exceptions. Record the reason, owner, approver, timestamp, and affected scope for every material change.

5. Completion condition

Decision makers have approved the objective, success metrics, budget, organization, and key milestones.