Data Conversion Plan Template

Use the Data Conversion Plan template to describe the strategy to convert data from a source system to a target system. This template will help you outline the approach, assumptions, and processes that form part of the data conversion.

To achieve this:

• Establish an inventory and cross-reference source and target data elements, schema, metadata and all data assets
• Define an ETL process for each data source
• Identify tools to convert, transform, and cleanse data
• Define quality assurance and control measures

The intended audience of the Data Conversion Plan is the Project Sponsor and the Project Team.

Table of Contents

1 Overview

1.1 Purpose
1.2 Objectives
1.3 Assumptions
1.4 Constraints
1.5 Dependencies
1.6 System(s) Identification
1.7 Key Stakeholders
1.8 Relationship to other Plans

2 Data Conversion Strategy

2.1 Scope
2.2 Data Conversion Approach
2.3 Data Quality
2.4 Data Inventory
2.5 Risk Factors

3 Conversion Support

3.1 Software
3.2 Hardware
3.3 Facilities
3.4 Roles and Responsibilities
3.5 Personnel
3.6 Other Factors to Consider

4 Project Schedule

4.1 Conversion Milestones

5 Data Conversion Preparation

5.1 Prerequisites
5.2 Backup Strategy
5.3 Restore Process

6 Data Conversion Specifications

7 Appendix A: Data Conversion Plan Approval

8 Appendix B: Glossary of Terms

8.1 Glossary of Terms
8.2 Acronyms and Abbreviations

Product Specifications

The template pack includes the following documents:

– 1 x Data Conversion Plan Template – 20 pages

Page Count

– MS Word document – 20 pages

File Format

The document is in Microsoft Word (.docx) format.

Images

All images in the templates are copyright free.