Free Migration Project Plan Template (Excel)
What's in the Migration Project Plan template
The Migration Plan sheet comes pre-filled with the five phases - Assess, Prepare, Migrate, Validate, Close - as a starting point; add your own tasks under each phase, up to 60 rows.
Each task has a planned date, an actual/forecast date, and a status. A delay flag calculates automatically: OVERDUE if a task is still open past its planned date, COMPLETED LATE if it finished after its planned date, On track/On time otherwise.
The summary below the table shows overall % complete plus a separate % complete for each of the five phases, calculated with COUNTIFS, and a count of tasks currently overdue.
Migration-specific phases, not a generic project template
A generic software or website project plan doesn't map cleanly onto a data, application or infrastructure migration - migrations have their own recurring phases: assessing what's being moved, preparing the target environment, the actual migration/cutover window, validating the result, and formally closing out.
This template's five phases match that migration-specific lifecycle, so your task list and phase-level % complete reflect how a migration actually runs, rather than forcing migration work into generic project-plan categories.
If your project is a website build rather than a migration, our website development project plan template covers that generic project lifecycle instead.
Who this template is for
IT project managers and technical leads running a data migration, application migration, cloud migration, or infrastructure move who need phase-level visibility into what's done and what's at risk of slipping.
It's a planning and tracking tool, not a data-mapping or ETL tool - use it to manage the project timeline, not the migration scripts themselves.
How to use it
- Add your migration tasks under the pre-filled Assess/Prepare/Migrate/Validate/Close phases, with a planned date.
- Update status and actual date as tasks finish - the delay flag calculates automatically.
- Check the summary below the table for overall % complete, % complete by phase, and overdue tasks.
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Project Management Pack
This plan tracks phase-by-phase delay with an automatic OVERDUE/COMPLETED LATE flag, but there's nowhere to log the risks a cutover actually carries - data loss, rollback triggers, dependency failures. The paid Project Management Pack ($24) has a 120-row RAID Register that scores exactly those risks (plus assumptions, issues and dependencies) by P x I with automatic status, alongside the plan's own phase tracking. Both build in Excel and Google Sheets, tested to the cent.
See the full versionFrequently asked questions
How does the delay flag work?
If a task is marked Complete, it compares actual date to planned date (COMPLETED LATE if later, On time otherwise). If it's still open, it compares today's date to the planned date (OVERDUE if already passed, On track otherwise).
Is this different from a generic project plan template?
Yes. The five phases - Assess, Prepare, Migrate, Validate, Close - are specific to migration projects, distinct from a generic software or website project plan's phases.
How is % complete calculated per phase?
Tasks marked Complete in that phase, divided by all tasks logged in that phase, using COUNTIFS. Each of the five phases gets its own % in the summary.
Can I use this in Google Sheets?
Yes. Upload the downloaded file to Google Drive, then open it and choose File > Save as Google Sheets. All formulas and flags keep working.
How many tasks can I plan?
Up to 60 rows across all five phases combined.
What's the usage license?
Personal use or use within one business. It's not meant to be resold or redistributed as a template product.