CMS migration planning workbook  Plan your CMS migration in 4 steps

Document your architecture, stakeholders, and requirements before your first vendor call.

Fill it in online, at your own pace

Your progress saves on this device, so you can come back to it. When you’re done, we’ll email you a copy.

4 modules · About 2 hours

START THE WORKBOOK

What’s inside?

02-stakeholder-alignment

Stakeholder alignment

Map decision-makers, goals, scope, and objections before the project starts.

01-architecture-audit

Architecture audit

Document your backend & frontend, integrations, content model, and URL scope.

03-vendor-scorecard

Vendor scorecard

Score vendors against the criteria your committee cares about.

04-go-no-go-checklist

Launch readiness checklist

Confirm you’re ready before vendor calls, and verify every item on launch day.

Who should fill it out?

One person fills it in, with input from the buying committee. That usually includes:

Lower Total Cost of Ownership (TCO)

Digital Director or Product Owner building the vendor shortlist.

Code

VP of Engineering or IT Director validating technical feasibility.

programming-hold-code-1-1_fad783

Engineering Lead or Senior Developer who will own execution.

Joint-marketing-and-sales-initiatives

Marketing Leadership (CMO / VP Marketing) who will use the platform day to day.

Why fill it in?

On most enterprise migration projects, discovery takes weeks of back-and-forth calls and document exchanges. This workbook changes that.

Fill it out before your discovery call to arrive fully prepared. You’ll complete an architecture audit, align internal stakeholders, define migration requirements, and organize everything needed for a smooth launch day.

If you choose to work with rtCamp on your migration project, this workbook gives us everything we need to scope the project and start building within days. We also include 20 hours of discovery at no cost, which means this entire stage will likely cost you nothing.

Fill it in online, at your own pace

Your progress saves on this device, so you can come back to it. When you’re done, we’ll email you a copy.

4 modules · About 2 hours

START THE WORKBOOK