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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 template is in Microsoft Word (.docx) format.

Opening the files

The files are saved in a zip file. You don’t need any special software to unzip the files. To unzip the file, right click on it, 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 File, Save As and save the files. There are no security settings on any of the files.


All images in the templates are copyright free.

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