Data Migration Project Checklist from Data Migration Pro.

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Copyright © 2016 by Data Migration Pro All rights reserved.

For questions about this checklist, please contact the editor:

Dylan Jones
djones@dataqualitypro.com
ation Pro.com

gration-checklist-planner/
 Checklist Item Planned?
P1 Phase 1: Pre-Migration
Have you Planning
assessed the viability of your migration with a pre-migration impact
P1.1 assessment? NO
P1.2 Have you based project estimates on guesswork or a more accurate assessment? NO
Have you made the business and IT communities aware of the need for their
P1.3 involvement? YES
P1.4 Have you formally agreed the security restrictions for your project? NO
P1.5 Have you identified your key project resources and when they are required? YES
P1.6 Have you determined the optimal project delivery structure? YES
Have you created a structured task workflow so each member will understand what
P1.7 tasks are expected and in which sequence? YES
Have you created the appropriate training documentation and designed a training
P1.8 plan? NO
Do you have a configuration management policy and the appropriate software in
P1.9 place? NO
P1.10 Have you planned for a secure, collaborative working environment to be in place? YES
P1.11 Have you created an agreed set of data migration policy documents? YES

P2 Phase 2: Project Initiation

P2.1 Have you created a stakeholder communication plan and stakeholder register? NO
P2.2 Have you tweaked and published your project policies? YES
P2.3 Have you created a high-level, first-cut project plan? YES
P2.4 Have you created your standard project document templates? YES
Have you defined and formalised your 3rd Party supplier agreements and
P2.5 requirements? YES
P2.6 Have you scheduled your next phase tasks adequately? NO
Have you resolved any security issues and gained approved access to the legacy
P2.7 datasets? NO
P2.8 Have you defined the hardware and software requirements for the later phases? YES

P3 Phase 3: Landscape Analysis

P3.1 Have you created a detailed data dictionary? YES
P3.2 Have you created a high-level source to target mapping specification? YES
Has the risk management process been shared with the team and are they
P3.3 continuously updating the risk register as issues are discovered? YES
P3.4 Have you created a data quality management process and impact report? YES
Have you implemented Privacy Impact Assessment (for customer/contact datasets,
P3.5 GDPR related) NO
P3.6 Have you created and shared a first-cut system retirement strategy? YES
P3.7 Have you created conceptual/logical/physical and common models? NO
P3.8 Have you refined your project estimates? NO

P4 Phase 4: Solution Design

P4.1 Have you created a detailed mapping design specification? YES
P4.2 Have you created an interface design specification? YES
P4.3 Have you created a data quality management specification? YES
P4.4 Have you defined your production hardware requirements? YES
P4.5 Have you agreed the service level agreements for the migration? NO
P5 Phase 5: Build & Test
P5.1 Has your build team documented the migration logic? YES
P5.2 Have you tested the migration with a mirror of the live environment? YES
P5.3 Have you developed a reconciliation testing strategy? NO
P5.4 Have you defined your reporting strategy and associated technology? YES
P5.5 Have you created a data migration fall-back policy? YES
P5.6 Have you confirmed and planned your legacy decommission strategy? NO
P5.7 Have you completed all relevant execution training? YES
P5.8 Have you obtained sign-off for anticipated data quality levels in the target? YES
P5.9 Have you defined the data migration execution strategy? NO
P5.10 Have you created a gap-analysis process for measuring actual vs current progress? YES

P6 Phase 6: Execute & Validate

P6.1 Have you kept an accurate log of SLA progress? NO
P6.2 Have you independently validated the migration? YES

P7 Phase 7: Decommission & Monitor

P7.1 Have you completed your system retirement validation? NO
P7.2 Have you handed over ownership of the data quality management environment? YES
Authorisation Completed? Risks Notes

Jeff Cooper
Jeff Cooper
Bob Harris
Bob Harris
Sarah Mitchell
Bob Harris
Sarah Mitchell
Jeff Cooper
Jeff Cooper
Bob Harris
Bob Harris

Jeff Cooper
Sarah Mitchell
Bob Harris
Bob Harris
Sarah Mitchell
Bob Harris
Sarah Mitchell
Jeff Cooper

Jeff Cooper
Jeff Cooper
Sarah Mitchell
Sarah Mitchell
Jeff Cooper
Bob Harris
Sarah Mitchell
Jeff Cooper

Sarah Mitchell
Sarah Mitchell
Sarah Mitchell
Bob Harris
Sarah Mitchell
Bob Harris
Sarah Mitchell
Bob Harris
Sarah Mitchell
Bob Harris
Sarah Mitchell
Bob Harris
Sarah Mitchell
Bob Harris
Sarah Mitchell

Sarah Mitchell
Bob Harris

Sarah Mitchell
Bob Harris
Custom Field #1 Custom Field #2 Custom Field #3 Custom Field #4
Custom Field #5
 Data Quality Functions
Checklist Item Planned? Data Profiling
P1 Phase 1: Pre-Migration
Have you Planning
assessed the viability of your migration with a pre-
P1.1 migration impact assessment? NO YES
Have you based project estimates on guesswork or a more
P1.2 accurate assessment? NO
Have you made the business and IT communities aware of the
P1.3 need for their involvement? YES
Have you formally agreed the security restrictions for your
P1.4 project? NO
Have you identified your key project resources and when they are
P1.5 required? YES
P1.6 Have you determined the optimal project delivery structure? YES
Have you created a structured task workflow so each member will
P1.7 understand what tasks are expected and in which sequence? YES
Have you created the appropriate training documentation and
P1.8 designed a training plan? NO
Do you have a configuration management policy and the
P1.9 appropriate software in place? NO
Have you planned for a secure, collaborative working
P1.10 environment to be in place? YES
Have you created an agreed set of data migration policy
P1.11 documents? YES

P2 Phase 2: Project Initiation

Have you created a stakeholder communication plan and
P2.1 stakeholder register? NO
P2.2 Have you tweaked and published your project policies? YES
P2.3 Have you created a high-level, first-cut project plan? YES
P2.4 Have you created your standard project document templates? YES
Have you defined and formalised your 3rd Party supplier
P2.5 agreements and requirements? YES
P2.6 Have you scheduled your next phase tasks adequately? NO
Have you resolved any security issues and gained approved
P2.7 access to the legacy datasets? NO
Have you defined the hardware and software requirements for
P2.8 the later phases? YES

P3 Phase 3: Landscape Analysis

P3.1 Have you created a detailed data dictionary? YES YES
Have you created a high-level source to target mapping
P3.2 specification? YES
are they continuously updating the risk register as issues are
P3.3 discovered? YES
Have you created a data quality management process and impact
P3.4 report? YES YES
Have you implemented Privacy Impact Assessment (for
P3.5 customer/contact datasets, GDPR related) NO
Have you created and shared a first-cut system retirement
P3.6 strategy? YES
Have you created conceptual/logical/physical and common
P3.7 models? NO
P3.8 Have you refined your project estimates? NO

P4 Phase 4: Solution Design

P4.1 Have you created a detailed mapping design specification? YES YES
P4.2 Have you created an interface design specification? YES
P4.3 Have you created a data quality management specification? YES YES
P4.4 Have you defined your production hardware requirements? YES
P4.5 Have you agreed the service level agreements for the migration? NO
P5 Phase 5: Build & Test
P5.1 Has your build team documented the migration logic? YES
Have you tested the migration with a mirror of the live
P5.2 environment? YES
P5.3 Have you developed a reconciliation testing strategy? NO
Have you defined your reporting strategy and associated
P5.4 technology? YES
P5.5 Have you created a data migration fall-back policy? YES
Have you confirmed and planned your legacy decommission
P5.6 strategy? NO
P5.7 Have you completed all relevant execution training? YES
Have you obtained sign-off for anticipated data quality levels in
P5.8 the target? YES
P5.9 Have you defined the data migration execution strategy? NO
Have you created a gap-analysis process for measuring actual vs
P5.10 current progress? YES YES

P6 Phase 6: Execute & Validate

P6.1 Have you kept an accurate log of SLA progress? NO
P6.2 Have you independently validated the migration? YES

P7 Phase 7: Decommission & Monitor

P7.1 Have you completed your system retirement validation? NO
Have you handed over ownership of the data quality management
P7.2 environment? YES
Quality Functions
DQ Assess DQ Reporting Relationship Discovery Correction DQ Rules Matching/Dedu

YES YES YES YES

YES
YES

YES YES YES YES

YES YES YES YES YES

YES YES YES YES YES

 YES

YES YES YES YES

YES YES YES

Enrich MDM DQ Assurance
YES