PROJECT

TRANSITION
PLAN
2010

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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

Copyright 2010 Docstoc Inc.

REVIEWS FOR THE DOCUMENTS:

The departments and/or individuals listed above 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

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.

Copyright 2010 Docstoc Inc.

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) 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.

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 on-going 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.

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;
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?

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.