Checklist Preparation for IT Migration

Checklist Preparation for IT Migration – Everything You Need to Know

Preparation for IT migration is a multi-step complicated procedure that needs to be followed in order to ensure that the process is smooth and successful. This checklist will guide you through your preparation process and will help covering all the major areas of your IT migration.
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Table of Contents

Checklist Preparation for IT Migration

Our migration checklist can help you at every stage of your migration project.

If you are planning to migrate to Microsoft Azure, you can also check the migration checklist proposed by Microsoft in their Cloud Adoption Framework.

1. Assessment and Planning

  • Keep track of Your Information Technology Assets:
    hardware, software, application, and data.
    Identify dependencies between applications.
  • Assess Performance:
    Evaluate current infrastructure performance and capacity. 
    Identify bottlenecks and areas for improvement.
  • Define Business Objectives:
    Define goals and outcomes that need to be achieved through this migration.
    Ensure objectives align with overall business strategy.
  • Identify Risks and Challenges:
    Anticipate any potential issues that may arise during or after the migration process; also come up with ways to mitigate them.
    Have contingency plans ready for critical risks.

2. Strategy Development

Select a migration approach:

  • Decide whether you want to do lift-and-shift; re-platform or re-architect
  • Weigh up pros and cons of each approach before making your decision

Develop A Detailed Migration Plan:

  • Outline steps required for the migration;
  • Identify who is responsible for what and when it should be done by (timelines)
  • Include risk management as well as contingency plans into your detailed migration plan

Set Objectives and KPIs:

  • Have clear objectives outlined in order to measure success later on.
  • Also don’t forget about setting some key performance indicators (KPIs)
  • Make sure that these goals are measurable but achievable too at this stage of strategic IT planning lifecycle

3. Resource Allocation

Budget Planning:

  • Estimate the costs of migration including new hardware
  • Budget should be set aside for unforeseen costs.

Roles and Responsibilities Assignment:

  • Define roles for everyone taking part in the migration among the team members.
  • Establish a dedicated migration team only.

Migration Tools:

Select the right tools for the data migration.

4. Data Backup and Security

Back Up Data:

  • Create backup copies of your data.
  • Implement Security Measures
  • Ensure data is encrypted in transit and at rest : Use encryption, access controls, as well as secure transfer methods.


  • Verify compliance with new data residency and privacy regulation (GDPR, HIPAA, CCPA, etc.).
  • Failure to comply with these regulations can result in significant financial penalties and reputational damage.

5. Communication and Training

  • Share The migration plan with the stakeholders, and let them know timelines and possible effects.
  • Keep them informed throughout while being open about everything.
  • IT Staff Preparation:
    Make sure that the staff members are sufficiently trained and prepared to the new system.
  • To ensure smooth adoption, also train end users on how they should utilize the new system properly.

6. Testing and Validation

Carry Out Pilot Migrations:

  • Use less critical systems to try out the migration process.
  • Issues will emerge during this period which would need immediate attention hence it saves time and resources compared to when such tests are done using major systems.

Data Integrity validation:

  • Be confident that the data has been moved without any alterations in its meaning or value.
  • Ensure that the new infrastructure is working correctly. In particular you should detect bottelenecks and address any potential performance issues.
  • Feedback: Grab feedback from test users and stakeholders and make the necessary changes based on received feedback.

7. Execution of the Migration

  • Start by migrating the less critical application and resources: You will use them as pilot.
  • Monitor your migration and address issues as they are discovered.
  • Once your pilot is completed, you are ready to start the migration.
  • Ensure there is effective communication and coordination within the team members involved.

8. Post-Migration

Evaluate Performance:

  • Verify that your applications are working properly.
  • Enhance performance after doing assessments based on post-migration.

Provide Continuous Support:

  • Users should be supported on any issues that might occur after migration.
  • Monitor system performance and get feedback from the users.
  • Conduct a review following completion the migration
  • Measure success according to the objectives and KPIs set for this process.
  • Record the lessons learned and gather feedback that can be used in future migrations.

Update Documentation:

  • Ensure that all changes and new procedures are well-documented
  • Keep records updated for reference purposes in the future.

Communicating Successes And Challenges:

  • Share with the wider organization both the achievements and difficulties faced during the process.
  • Utilize obtained opinions to improve subsequent migration projects

By using this thorough checklist, you will be able to prepare for your IT migration in an effective way which guarantees a seamless transition without interfering much with ongoing business activities. In addition, you can also consult our Data Migration Best Practices.

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