Conversion Plan Template (SDLC)

Use this Conversion Plan template (19 page MS Word template) to document your conversion types, security , strategy, data conversion , tasks, planning, and conversion requirements.

Conversion Plan Template: Table of Contents

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