Checklist: Building Your EXP Migration Plan (+ Template)

Using this checklist can help guide you through the process of creating a content migration plan that fully considers your needs, available resources, and internal and external deadlines – while also helping you identify the best solution available to support your goals.

1. Assess your needs 

• Outline worker types and accessibility requirements
• Consider security needs and vendor capabilities and certifications
• Evaluate the available customer support (types, availability, response times, etc)
• Get clarity around your budget
• Peruse user reviews and customer case studies
• Look at personalization options and features
• Learn about integrations available for your other systems

Using this criteria, evaluate potential vendors carefully and look for a partner who offers industry expertise and experience to help guide you through your migration process.

2. Steps to include in your migration strategy

• Evaluate current content inventory
• Perform a content audit
• Identify opportunities to update/improve content, make more user-friendly
• Create a vision or wishlist for your new EXP
• Form a task force to perform content migration
• Keep track of migration progress (find a spreadsheet lover and put them in charge of this)
• Proofread all content assets during migration
• Launch to employees!

3. Launch steps to consider

• Before migration, let employees know a new EXP is coming soon
• Before migration, poll employees about desired content for the new EXP
• After migration, host informational sessions/trainings as needed to introduce employees to new EXP
• After migration, make it easy for employees to get assistance with EXP if needed (e.g. designate a support person or email)

Your EXP migration checklist – click to download!