Content Migration Toolkit

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Collaborate with Digital Marketing, brand and digital design to plan and execute projects by ensuring that teams have appropriate Technical Specifications, clear and concise direction and resources to deliver projects effectively and on target.

More Uses of the Content Migration Toolkit:

  • Make sure that your corporation complies; willingness to contribute time and effort outside business hours for high impact or high visibility projects.

  • Drive key Strategic Alignment on solutions for internationalisation and localisation of your digital product based content.

  • Control: review business and technical requirements from multiple user areas to ensure compatibility, identify gaps and inconsistencies and eliminate conflicting requirements.

  • Develop: successful use of Project Planning methodologies to deliver high quality launches that are on time and on budget.

  • Establish metrics and an editorial roadmap cross functionally with product, design, research, brand, and technology.

  • Arrange that your firm develops acquisition, mapping, and transform flows to add content to product, migrate content to new Manufacturing methods, and perform break/fix analysis and repair using modular and UI driven scripting applications.

  • Assure your design participates in small and medium scale product, and Process Improvement projects to support New Product Development, improve efficiency, quality, timeliness, and interdepartmental communication.

  • Coordinate: work to find and solve any problems with the function of a web project by implementing testing processes and working with technical staff in order to address any issues.

  • Provide Project Management support, Requirements Gathering, Quality Assurance/Quality Control, technical and end user support for organization website solutions.

  • Make sure that your design leads team in partnering with other Marketing And Communications teams to write content, and/or repackage content for use in different media.

  • Pilot: coach and Mentor clients on how to prioritize and plan for and govern User Research, content improvement, design, and Content Migration.

  • Support, develop, and maintain training materials and conduct end user training on various web organization website solutions.

  • Develop and maintain training materials and conduct end user training on various web organization website solutions.

  • Provide Quality Assurance/Quality Control, technical and end user support for organization website solutions.

  • Raise the profile and embed the principles of content design and localisation beyond the limits of the team to mature content as your organization function.

  • Organize: direct day to day Operations of dynamic, high performing, content gathering, packaging and storytelling team.

  • Ensure you supervise; redesigned creating and maintaining editorial calendars, taxonomies, Metadata framework and Content Migration plans.

  • Ensure you facilitate; lead research efforts into current and emerging Web Technologies and issues in support of Web Development efforts.

  • Ensure teams deliver content that is relevant, useful, culturally appropriate, and understandable for all users.

  • Orchestrate: design output formats and user formats as dictated by user specification and established procedure to ensure ease of use and functionality.

  • Be accountable for defining Automation processes by utilizing PowerShell, Bash, and Command Line Interface (CLI) across Paas, IaaS, and SaaS services.

  • Drive a plan to make sure content and localisation are embedded into product design and best practices can be moved upstream into Product Development.

  • Formulate: consistently communicate status and maintain reports throughout all phases of new content, migration, project, and sustaining work.

  • Ensure you direct; build reusable framework to facilitate migration of SharePoint sites and underlying customized apps from On Premises environment to SharePoint online (Office 365).

  • Lead Leadership abilities with the deployment of software upgrades, enhancements and fixes that are coordinated based on release schedules defined by the Business Needs, and in line with best practices.


Save time, empower your teams and effectively upgrade your processes with access to this practical Content Migration Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Content Migration related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Content Migration specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Content Migration Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 995 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Content Migration improvements can be made.

Examples; 10 of the 995 standard requirements:

  1. Have you determined the accuracy & value of the existing data in corresponding systems and, if so, what level of Data Migration is intended from each system: Static/Master file and/or Transaction Data?

  2. How do you retire one tool and plug another tool easily in the same lifecycle domain without disturbing the current process, and avoiding the large overhead involved in Data Migration?

  3. Do you do your homework on the proposed Data Migration and validate your assumptions with the business rather than asking the open ended question What data do you want to migrate?

  4. What services are offered for migrating archived data from on-premise archiving solutions to either Exchange Online Archiving or a third-party, cloud-based archiving solution?

  5. In the case of Data Quality you will also need to address the business issue of how good you need your Data Quality to be: is a 10% error rate acceptable or only 5%, or 20%?

  6. How to flexibly migrate computation and data between the cloud and the edge (devices, gateways) in order to balance computation, latency and power consumption requirements?

  7. Is the goal of the migration to match up the same criteria (functional, performance wise) as in the Data Center, or to improve or enhance upon the current configuration?

  8. How confident are you when it comes to the security of business data including that of your customers/clients in an increasingly mobile and cloud-oriented environment?

  9. Are all relevant data stores (for example, offline records - records stored in other electronic repositories) identified and included in the scope of the migration?

  10. Is there a formal interim solution in place that will require a migration plan, separate and apart from the migration of data from the Minimum Data Set system?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Content Migration book in PDF containing 995 requirements, which criteria correspond to the criteria in...

Your Content Migration self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Content Migration Self-Assessment and Scorecard you will develop a clear picture of which Content Migration areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Content Migration Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Content Migration projects with the 62 implementation resources:

  • 62 step-by-step Content Migration Project Management Form Templates covering over 1500 Content Migration project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Stakeholder Management Plan: Is pert / critical path or equivalent methodology being used?

  2. Procurement Audit: Are all mutilated and voided checks retained for proper accounting of pre-numbered checks?

  3. Procurement Management Plan: Has the Scope Management document been updated and distributed to help prevent scope creep?

  4. Cost Baseline: Has the Content Migration project (or Content Migration project phase) been evaluated against each objective established in the product description and Integrated Content Migration project Plan?

  5. Probability and Impact Assessment: Workarounds are determined during which step of Risk Management?

  6. Change Management Plan: Who is the audience for Change Management activities?

  7. Executing Process Group: How does Content Migration Project Management relate to other disciplines?

  8. Cost Baseline: Does a process exist for establishing a cost baseline to measure Content Migration project performance?

  9. Procurement Audit: Is the efficiency of the procurement process regularly evaluated?

  10. Risk Audit: Do the people have the right combinations of skills?

Step-by-step and complete Content Migration Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Content Migration project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Content Migration project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Content Migration project with this in-depth Content Migration Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Content Migration projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Content Migration and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Content Migration investments work better.

This Content Migration All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.