Upgrading to a New Release › Plan for an Upgrade › Construct an Upgrade Plan for Your Organization › Finalize the Upgrade Plan

Finalize the Upgrade Plan

At this stage, you have determined the members of your upgrade team and the scope of the upgrade from three perspectives:

• Models that you want to retain under the new release
• Application systems that need regeneration
• Rollout to the organization

You can prepare the upgrade project plan using a Project Charter and schedule. The charter outlines the objectives, goals, critical success factors, and completion criteria for the project. The schedule depicts timelines, milestones, tasks, and resources. You require several charters and schedules for complex projects.

Before you start the upgrade project, all parties agree to the charter. Reaching to an agreement and the parties that are involved, depends on your organization and the size and nature of the conversion.

The upgrade plan covers the following items:

• How and when to upgrade the Encyclopedia
• How and when to test the production systems support
• How and when to regenerate production systems
• How and when to upgrade the models
• How and when to implement the training plan
• What changes are required to individuals' roles and responsibilities