Software Transition Plan Template

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What is it?
The Transition Plan, which is part of the overall Project Management plan, describes the process of moving (transition) from the development phase into the operations phase. The purpose of this plan is to outline the tasks and activities required to efficiently move (i.e. transition) a product (e.g. CRM application) from one environment to another.

Who uses it?
Technical Architect, Configuration Manager, Development Manager, Project Manager, IT Manager, System Administrator, Documentation Manager.

When is it used?
The transition plan is used to describe the products to be delivered, major activities, products, milestones, resources, and schedules. The Transition Plan is used to identify the hardware, software, and other resources required for
transitioning items, for example an application to a client’s site. The Transition Plan is also used to describe how changes to a business unit(s) environment will be implemented.

Table of Contents

1    Introduction
1.1    Purpose of this document
1.2    Objectives
1.3    Document Overview
1.4    Scope
1.5    Product
1.6    Documentation
1.7    Reference Material
1.8    Relationship to Other Plans
1.9    Key Stakeholders
1.10    Points of Contact
1.11    Methodology, Tools, and Techniques
1.12    Policies, Directives and Procedures

2    Strategies
2.1    Identify Strategies
2.2    Select Strategy

3    Schedules, Tasks and Activities
3.1    Schedule
3.2    Installation
3.3    Operations and Support
3.4    Conversion
3.5    Maintenance

4    Project Management
4.1    Schedule
4.2    Risks
4.3    Constraints
4.4    Issues
4.5    Assumptions
4.6    Dependencies

5    Resource Requirements
5.1    Software Resources
5.2    Hardware Resources
5.3    Facilities
5.4    Personnel
5.5    Roles and Responsibilities
5.6    Other Resources

6    Acceptance Criteria (incl. Service Level Agreement)

7    Management Controls

8    Transition Reports

9    Transition Team

10    Transition Impact Statement

11    Review Process

12    Configuration Control

13    Appendix A
13.1    Glossary of Terms
13.2    Acronyms and Abbreviations

Index of Tables

Table 1 — Schedule
Table 2 — Risks
Table 3 — Constraints
Table 4 — Issues
Table 5 — Assumptions
Table 6 — Dependencies
Table 7 — Roles and Responsibilities
Table 8 — SLA
Table 9 — Management Controls
Table 10 — Reporting Procedure
Table 12 — Transition Team
Table 14 — Glossary of Terms
Table 15 — Acronyms and Abbreviations

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