Insert Organization Logo Here

<Insert Project Name> for <Insert

Organization Name>
Transition Plan

Page 1 of 14
 Insert Organization Logo Here

Table of Contents
1. Document Purpose...........................................................................................................5
2. Production Support Roles.................................................................................................6
3. Decommissioning Plan.....................................................................................................7
4. <Insert technology product here> System & Support Resources........................................7
4.1 <insert technology product here> Overview________________________________________7
4.2 <insert technology product here> & <insert organization name here> Support Resources____8
4.3 <insert technology product here> Systems Architecture & Data Flow____________________9
4.4 <insert technology product here> Space at Go-Live & Additional Space Request Process___10
4.5 <insert technology product here> Training & Documentation_________________________11
5. Account Provisioning......................................................................................................12
6. Change Management & Platform Practices....................................................................13
6.1 <insert technology product here> Platform Updates_________________________________13
6.2 <insert technology product here> Business Continuity & Disaster Recovery______________14
6.3 Communications______________________________________________________________14
7. Approvals/Signoff..........................................................................................................14

Page 2 of 14
 Insert Organization Logo Here

PROJECT HEADER INFORMATION

Project Name :
Project Manager :
Executive Project Sponsor :
Project Sponsor :
Project Leads :
Prepared by :
Date Prepared :

Revision History
Date Version Name Change Description Reviewed By

Page 3 of 14
 Insert Organization Logo Here

Glossary
Term Definition
Metadata Metadata is a class of data that provides information about other data.
Example of FP&A metadata used for the implementation include product,
account, cost center, project, where each of these metadata types have
distinct values within them.
MTBP Mid-Term Business Plan – FP&A’s formal planning deliverable every 5
years, refreshed annually.
SaaS Software as a Service – a method of software delivery and licensing in
which software is accessed online via a subscription, rather than bought
and installed on individual computers.

Page 4 of 14
 Insert Organization Logo Here

1. Document Purpose
This transition plan provides the resources supporting production the required information they will
need to support the <insert technology product here> solution when deployed into the production
environment. This documentation will provide the operational support resources the detail to
facilitate the following:

 Monitor and support <insert technology product here> in production and minimize outages and
their negative affect on the business.

 Obtain role-specific education on <insert technology product here>.

 Triage, troubleshoot and resolve an incident.

Page 5 of 14
 Insert Organization Logo Here

2. Production Support Roles

Page 6 of 14
 Insert Organization Logo Here

3. Decommissioning Plan

4. <Insert technology product here> System & Support Resources

4.1 <insert technology product here> Overview

<insert technology product here> Provide a link to your new product’s license agreement so
License Agreement the reader can access this at any time.
<insert technology product here> Cite the version of the product implemented at the time
Version (as of go-live) of production deployment. Include separate rows for any
add-in products that the main product offers into
products such as MS Excel, MS PowerPoint, etc.
Number of Users Cite the number of users planned at the time of
production deployment.
User Base Cite the types of users planned at the time of production
deployment (e.g., executive leadership, management,
analysts, etc.)
User Locations Cite the locations where the users are located who will be
using the product at the time of production deployment.
Hours of System Availability Cite the hours of the product’s availability (e.g., 24x7x365)

Page 7 of 14
 Insert Organization Logo Here

4.2 <insert technology product here> & <insert organization name here> Support Resources

Support Number Toll Free: 1-855-000-0000

Local: 1-612-000-0000
Support Chat Cite the URL to the product vendor’s support chat, if
available
Support Email Cite the URL to the product vendor’s support email
address, if available
Criticality Level (Select One) Mission Critical
Business Critical
Business Operational ✓
<insert technology product here> Name:
Customer Success Business Partner Email:
Contact Phone:
<insert technology product here> Name:
Enterprise Account Representative Email:
Contact Phone:
<insert organization name here> <insert Name:
technology product here> Owner Email:
Contact Phone:
<insert organization name here> <insert Name:
technology product here> Technical Email:
Lead Contact Phone:
<insert organization name here> IT Name:
Business Partner Email:
Contact Phone:
Collaboration Space Team Room

See the document below for descriptions of <insert technology product here> support levels.

Page 8 of 14
 Insert Organization Logo Here

4.3 <insert technology product here> Systems Architecture & Data Flow

Page 9 of 14
 Insert Organization Logo Here

4.4 <insert technology product here> Space at Go-Live & Additional Space Request Process
Additional Space Request Process
 Step 1:

 Step 2:

Page 10 of 14
 Insert Organization Logo Here

4.5 <insert technology product here> Training & Documentation

Documentation Description
Run Book
Training Overview
Business Process
Documentation
4.

Page 11 of 14
 Insert Organization Logo Here

5. Account Provisioning

The following steps will be followed to add and remove user access to/from <insert technology product
here>.

Adding a user:
1. Step 1
2. Step 2
3. Step 3

Removing a user:
1. Step 1
2. Step 2
3. Step 3

Page 12 of 14
 Insert Organization Logo Here

6. Change Management & Platform Practices

6.1 <insert technology product here> Platform Updates

Page 13 of 14
 Insert Organization Logo Here

6.2 <insert technology product here> Business Continuity & Disaster Recovery

6.3 Communications

7. Approvals/Signoff

This section contains the signatures of those individuals who have read this document and agree
that it accurately and adequately represents the turnover support needs of this project.

___________________________________________________________________________
Project Sponsor Date

____________________________________________________________________________
Project Manager Date

____________________________________________________________________________
Technical Lead Date

Page 14 of 14