Transition Plan Template

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Transition Plan Template Powered By Docstoc
					This is a sample plan that can be used to describe the transition phase of a business
project. This plan covers all of the essential phases of project transition and specifies
the release process, data migration, performance measures and reporting, governance
and management approaches, problem resolution, documentation strategies, and
training. The document also provides a transition schedule. This plan can be used by
small businesses or other entities that want to learn more information about how to
properly plan for project transition.
Contents
REVIEWS FOR THE DOCUMENTS: ................................................................................................................. 3
OVERVIEW:.................................................................................................................................................... 4
   1)      Project Objectives ............................................................................................................................. 4
   2)      Customer Information ...................................................................................................................... 4
   3)      Transition Plan Objectives ................................................................................................................ 4
   4)      References ........................................................................................................................................ 4
   5)      Outstanding Issues ............................................................................................................................ 4
SYSTEM SUPPORT RESOURCES ..................................................................................................................... 5
   1)      Facilities............................................................................................................................................. 5
   2)      Hardware .......................................................................................................................................... 5
   3)      Software ............................................................................................................................................ 5
   4)      Documentation ................................................................................................................................. 5
   5)      Budget ............................................................................................................................................... 6
   6)      Roles and Responsibilities ................................................................................................................. 6
   7)      Training ............................................................................................................................................. 6
TRANSITION PLANNING ................................................................................................................................ 7
   1)      Release Process ................................................................................................................................. 7
   2)      Data Migration .................................................................................................................................. 7
   3)      Performance Measures and Reporting ............................................................................................. 7
   4)      Governance and Management Approach......................................................................................... 7
   5)      Problem Resolution........................................................................................................................... 8
   6)      Documentation Strategies ................................................................................................................ 8
   7)      Training ............................................................................................................................................. 8
   8)      Sustainability Metrics ........................................................................................................................ 8
   9)      Transition Schedule........................................................................................................................... 9




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REVIEWS FOR THE DOCUMENTS:

The departments and/or individuals listed below should be notified in advance and given a
sufficient time period to review this document.


The Project Team determines requirements for approval according to the scope of the project.



 Department       Name( Last, First)              Title                     Signature




                                                  3
Project Name:      _____________________________________
Prepared By:       _____________________________________
Date (mm/dd/yyyy): _____________________________________




OVERVIEW:


       1) Project Objectives
                         Project Objectives may be found in the Project Charter. Provide a list
                          of other documents that provide additional information relevant to the
                          Transition Plan.


       2) Customer Information
                         Identify the intended users and the planned operating sites that will be
                          involved in this transition


       3) Transition Plan Objectives
                         Briefly describe the objectives of this plan.


       4) References
                         Identify sources of information used to develop this plan. Include
                          other project documents, such as the Requirements Specification or the
                          Project Plan.


       5) Outstanding Issues
                         State any project planning issues or problems relevant to transition
                          planning which are known as of this plan revision.




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SYSTEM SUPPORT RESOURCES


    1) Facilities
                       Describe the facilities needed to support the deliverable system. This
                        description may include office space, computing equipment, safety and
                        security    requirements,      special   power   needs,   cabling,   room
                        construction, etc.




    2) Hardware
                       Describe the hardware and associated documentation needed to
                        support the deliverable system. Include a description of any network
                        or data communication requirements.




    3) Software
                       Describe any software and associated documentation needed to
                        support the deliverable system. This may include database platforms,
                        compilers, operating systems, configuration management, patch
                        process, utilities, etc.




    4) Documentation
                       List documentation needed to support the deliverable system.




                                                   5
5) Budget
                 Provide an overview of the budget that will support maintenance and
                  operations. Identify where budget information related to maintenance
                  and operations activities may be found.




6) Roles and Responsibilities
                 Identify the roles and responsibilities associated with maintenance and
                  operations as well as the skill set needed to perform those functions.




7) Training
                 Estimate the training requirements for users, operational staff, and
                  support staff.




                                        6
TRANSITION PLANNING


    1) Release Process
                  Document the release process for the deliverable system. Refer to any
                   Configuration Management Standards that define an acceptable
                   release, and indicate how Configuration Management will be applied
                   to the operational system product.




    2) Data Migration
                  Describe any data that must be migrated into the deliverable system
                   product on an ongoing basis. List any special issues with regard to
                   data reconstruction or the migration of historical data.




    3) Performance Measures and Reporting
                  Identify key performance measures for maintenance activities and for
                   product or service performance. Include information on how measures
                   will be captured and reported.




    4) Governance and Management Approach
                  Identify new or reference existing methodologies for establishing
                   maintenance priorities and other change management strategies.




                                         7
5) Problem Resolution
                 Specify the procedure for identifying, tracking, and resolving problems
                  with   the    operational    system     product.       Describe    how
                  stakeholder/customers will be involved in or informed about
                  maintenance & operations activities.



6) Documentation Strategies
                 Describe documentation that will be routinely revised or produced
                  such as reports, user, usage, problem and change information, and
                  product/service   documentation.        Include    details   on   where
                  documentation is stored and how it is accessed.




7) Training
                 Describe ongoing training activities. Indicate who will be responsible
                  for updating training documentation, training people on updated
                  materials, and training new employees




8) Sustainability Metrics
                 What metrics will be used to ensure solution is sustained? How often
                  will you measure? Will you survey stakeholders 3, 6, or 9 months
                  after go live to ensure adoption? How will you ensure adoption?




                                       8
9) Transition Schedule
              Develop a detailed schedule for transition. Include a breakdown of
               roles   and     responsibilities.   Address   transition   through   the
               implementation, maintenance, and support phases of the system
               product.      Note critical time dependencies on the system support
               products listed in this document.




                                       9

				
DOCUMENT INFO
Description: This is a sample plan that can be used to describe the transition phase of a business project. This plan covers all of the essential phases of project transition and specifies the release process, data migration, performance measures and reporting, governance and management approaches, problem resolution, documentation strategies, and training. The document also provides a transition schedule. This plan can be used by small businesses or other entities that want to learn more information about how to properly plan for project transition.
This document is also part of a package Project Management Starter Kit 18 Documents Included