STEP 01 / 06

Step 01: Planning - Templates

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

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Deliverable templates

Use these outlines for the documents created and updated in this step.

System and interface migration master

→ System and interface identifiers
→ Owners, business units, criticality, and data classification
→ 6R strategy, scope, rationale, approver, and change history
→ Source, target, direction, format, schedule, dependency, and impact

Migration plan

→ Objective and success measures
→ Scope and assumptions
→ Master-data governance
→ Schedule, risks, and decision rules

Roles and responsibilities matrix

→ Information owner
→ Master-data maintainer
→ Quality reviewer
→ Approver
→ Incident contact