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

The template includes the following sections with explanatory text to help you write the document.

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

Contents & Format

The template pack includes the following documents:

MS Word

• 2 x Conversion Plan templates - 19 pages each

Product Specifications

• File Format: The templates are in Microsoft Word (.docx) format.
• File Size: The zip file is 1 MBs.
• Opening the Files: You don’t need any special software to unzip the files. To unzip: right click on the file, click Extract, and save to your computer.
• Images: All images in the templates are copyright free.