Conversion Plan Template
This Conversion Plan includes a 19 page template in MS Word™ format, which can be easily modified for your next project.
This template includes sections on types of conversion, security considerations, conversion strategy, data conversion strategy, conversion tasks, conversion planning, and conversion requirements.
Conversion Plan, Approval Sheet
Chapter 1, Executive Summary
Chapter 2, Conversion Overview
Chapter 2.13, Conversion Tasks
Chapter 3, Conversion Requirements
Chapter 4, Project Schedule
Chapter 4.3, Assumptions, Constraints, and Dependencies
Chapter 5, Conversion Support
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Table of Contents toc
1. Executive Summary
1.1 System information
1.2 Purpose
1.3 Scope
1.4 Benefits
1.5 Policies, directives and procedures
2 Conversion overview
2.1 Conversion description
2.2 Type of conversion
2.3 Security considerations
2.3.1 Security features
2.3.2 Security during conversion
2.4 System installation strategy
2.5 [Installation Task Name]
2.6 Conversion strategy
2.7 Hardware conversion strategy
2.8 Software conversion strategy
2.9 Data conversion strategy
2.10 Data conversion approach
2.11 Interfaces
2.12 Data quality assurance and control
2.13 Conversion tasks
2.13.1 Conversion planning
2.13.2 Pre-conversion tasks
2.13.3 Conversion [task name]
3 Conversion requirements
3.1 Input data
3.2 Specifications
3.3 Output data
3.4 Validation
3.5 Site [identifier #]
3.6 Site schedule
3.7 Site-specific procedures
4 Project Schedule
4.1 Project Milestones
4.2 Risks
4.3 Assumptions
4.4 Constraints
4.5 Dependencies
4.6 Roles and Responsibilities
5 Conversion support
5.1 Software
5.2 Hardware
5.3 Facilities
5.4 Personnel
5.4.1 Personnel requirements
5.4.2 Training of conversion staff
5.5 Other factors to consider
6 Appendix
6.1 Glossary of Terms
6.2 Acronyms and Abbreviations
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