Plan phase overview

Module 1	0. Pre-Initiation	Unit 1 Phase overview	Unit 2 Pre-initiation downloads
Module 2	1. Initiate	Unit 1 Initiate phase overview	Unit 2 Primary tools	Unit 3 Supplementary tools	Unit 4 Initiate phase exit criteria
Module 3	2. Plan	Unit 1 Plan phase overview	Unit 2 Primary tools	Unit 3 Supplementary tools	Unit 4 Plan phase exit criteria
Module 4	3. Execute	Unit 1 Execute phase overview	Unit 2 Primary tools	Unit 3 Supplementary tools	Unit 4 Execute phase exit criteria
Module 5	4. Monitor and control	Unit 1 Monitor and control phase overview	Unit 2 Primary tools	Unit 3 Supplementary tools	Unit 4 Monitor and control phase exit criteria
Module 6	5. Close	Unit 1 Close phase overview	Unit 2 Primary tools	Unit 3 Supplementary tools	Unit 4 Close phase exit criteria
Module 7	All toolkit downloads	Unit 1 Downloads

The objective of the “plan” phase is to determine critical aspects in managing the overall project scope and work. A migration team moving through the “plan” phase will hold the project kickoff meeting and develop project management plan(s) addressing complex topics that include governance, budget, schedule, resource management, change management, communications, risk management, change control, requirements management, procurement, data cleansing and migration, testing, training, and go-live/implementation.

How to navigate the “plan” phase

Move through the tabs on this page to access the tools to work through this project phase. Start with the “primary tools” tab to access the critical project artifacts for this phase. You can then review the “supplementary tools” tab to see if any of the more specialized tools meet your needs. Last, check the “phase exit criteria” tab to ensure you’re ready to move to the next phase.

Reference the graphic above for a snapshot of the five phases of the project management lifecyle. For a more in-depth view of the framework and the associated steps of each phase, see the full framework below.

Project Management Framework

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 an IIS 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.

Migration Project Management Framework