Transition Plan Template (MS Word + Excels)

Use this Transition Plan template to describe how project deliverables will be brought to full operational status, integrated into ongoing operations and maintained. This 30 page MS Word template can be easily modified for your next transition program. Includes FREE Project Costs, Work Breakdown Structure, Roles and Responsibility, and Transition Impact spreadsheets.

Use this template to:

  • Identify transition planning strategies. Schedule the transition from rollout to full operational status.
  • Describe facilities needed to support the deliverable system.
  • Estimate training requirements for users, operations and support.

Download the Transition Plan Template

Transition Plan Template: Blue Theme

Use this template to outline the budget required for support, maintenance and operations and identify roles and responsibilities.

Transition Plan Template: Red Theme

Transition Plan Template: Table of Contents

1 Introduction
1.1 Purpose of this document
1.2 Product
1.3 Customer information
1.4 Scope
1.5 Risks
1.6 Issues
1.7 Dependencies
1.8 Key Stakeholders
1.9 Relationship to Other Plans

2 Management Approach
2.1 Project Budget
2.1.1 Project Budget location
2.2 Schedule
2.3 Training
2.3.1 Required Skill Levels
2.3.2 Training Needs
2.3.3 Training Plan
2.4 Roles and Responsibilities
2.5 Resource Allocation Chart

3 Communication Plan

4 Transition Planning
4.1 Identify Strategies
4.2 Evaluation Process
4.3 Release Process
4.4 Data Migration
4.5 Performance Measures and Reporting
4.6 Governance and Management Approach
4.7 Problem Resolution
4.8 Documentation Strategies
4.9 Sustainability metrics
4.10 Installation
4.11 Operations and Support
4.12 Maintenance

5 Resource Requirements
5.1 Software Resources
5.2 Hardware Resources
5.3 Facilities
5.4 Other Resources

6 Acceptance Criteria

7 Management Controls

8 Transition Impact Statement

9 Review Process

10 Configuration Control
10.1 Change Classifications
10.2 Identification of Proposed Changes
10.3 Documentation of Proposed Changes
10.4 Evaluation of Proposed Changes
10.5 Problem Resolution Tracking
10.6 System Change Requests
10.7 Configuration Management Libraries
10.8 Release Management
10.9 Version Control
11 Appendix A
11.1 Glossary of Terms

3 Free Excel Spreadsheets

Transition Plan Template: Contents & Format

The templates are in Microsoft Word and Excel format and can be downloaded online for only $9.99. The template pack includes the following documents:

Transition Plan Template 29 pages MS Word  
Project Costs  1 x MS Excel  
Roles and Responsibility 1 x MS Excel  
Transition Impact Matrix  1 x MS Excel  
Work Breakdown Structure 1 x MS Excel  

Download the Transition Plan Template

Product Specifications

File Format: The templates are in Microsoft Word (.docx) and Microsoft Excel (.xlsx) format.

Opening the Files: You don’t need any special software to unzip the files. To unzip the files, right click on it, then select Extract, and save it to your computer.

Getting Started: Depending on your MS Office settings, the files may say Read Only when you open them. If this occurs, click FileSave As and save the files. There are no security settings on any of the files.

Images: All of the images in the templates are copyright free.

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Ivan Walsh

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