Module 1 Pre-Initiation
Unit 1
Unit 2
Module 2 Project management
Unit 1
Unit 2
Unit 3
Unit 4
Unit 5
Module 3 Change management
Unit 1
Module 4 Staffing
Unit 1
Unit 2
Module 5 Business process analysis
Unit 1
Unit 2
Module 6 Requirements
Unit 1
Unit 2
Module 7 Data cleansing and migration
Unit 1
Module 8 Testing
Unit 1
Module 9 Training
Unit 1
Module 10 All toolkit downloads
Unit 1

IIS staff are one of the most crucial resources for a successful migration; these tools offer a starting point to build project artifacts that can guide the team in planning for staff allocation and considering project resource needs for balancing project and operational tasks.

Staffing tool downloads

Identify staffing responsibilities for key IIS roles

The staff roles matrix can be used to help identify staffing responsibilities for key IIS roles and responsibilities. It can be used during a large-scale project, such as an IIS platform migration, to assess staffing needs before, during, and after a migration as needed for covering different role and responsibility changes.

IIS Staff Roles Matrix Template


Visualize coverage for key IIS roles

The sample staffing model is a tool to help visualize coverage for key IIS roles and identify potential gaps in coverage.

Sample IIS Staffing Model


Assess current and planned staff capacity

The staff allocation matrix assesses current and planned staff allocations and capacity. This tool is designed to help managers answer the question, “How does my staff spend their time on a periodic basis (e.g. weekly, monthly, quarterly, etc.)?”

Staff Allocation Matrix


Review sample responsibilities, knowledge, skills and abilities for a project manager

A project manager can help plan and execute program initiatives on-time and on-budget. This sample role description identifies typical duties and responsibilities of a project manager and indicates sample knowledge, skills and abilities of a person fulfilling this role.

Sample Project Manager Role Description


Review sample responsibilities, knowledge, skills and abilities for a business analyst

A business analyst can help a program understand and resolve challenges by gathering, documenting and analyzing needs and requirements. This sample role description identifies typical duties and responsibilities of a business analyst and indicates sample knowledge, skills and abilities of a person fulfilling this role.

Sample Business Analyst Role Description