# Migration plan · [From offering] to [successor] · [Date] **Owner:** [PM] **Engineering lead:** [name] **Customer success lead:** [name] ## Segments | Segment | Accounts | ARR | Migration complexity (L/M/H) | Approach (self-serve / assisted / white-glove) | Wave | |---|---|---|---|---|---| | | | | | | | ## Feature parity map | Old capability | New equivalent | Gap | Workaround or plan | Accounts relying on it | |---|---|---|---|---| | | | | | | ## Tooling - Configuration or rule import: - Data migration and export: - Parallel run: [how long, what customers compare, how to revert] ## Success criteria per account [e.g., parallel run complete, key metric within x% of old system, customer sign-off] ## Incentives [Credits, price lock, free services, and their deadlines] ## Support staffing curve | Period | Expected migrations | Support and services capacity needed | |---|---|---| | | | | ## Tracking | Account | ARR | Wave | Status (not started / parallel run / migrated / blocked) | Blocker | Owner | Next step | |---|---|---|---|---|---|---| | | | | | | | | ## After migration Check-ins at [30 and 60] days. Watch: [usage, satisfaction, key outcome metric]. ## Escalation path Blocker owner → [PM] → [decision owner], with a response time of [n] business days.