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Adopters checklists

All adoption checklists in one place - evaluation, decision, planning, migration, launch and after launch - with short versions to copy and links to the full pages.

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Address: https://doc.exponential.earth/exphelp/viewer/help/adopters/adopters-checklists.md

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Adopters checklists

Contents

  1. Evaluation
  2. Decision
  3. Planning
  4. Migration and launch
  5. After launch

Evaluation

[ ] Requirements written and weighted
[ ] Demo and test installation tried
[ ] Proof of concept for the hardest requirement, written up
[ ] Questions asked of providers
[ ] Scorecard filled from evidence; risks recorded

Pages: Evaluating.

Decision

[ ] License understood; ownership of custom work agreed
[ ] Who runs it chosen; tasks written down
[ ] Budget worksheet filled with own numbers
[ ] Decision record signed, with an owner

Pages: Deciding.

Planning

[ ] Every role named
[ ] Training planned close to launch
[ ] Content model drafted with editors
[ ] Hosting, database and environments chosen
[ ] Pilot chosen if adopting in stages
[ ] Timeline built from a measured rehearsal

Pages: Planning.

Migration and launch

The full checklists: Content migration checklist and Launch checklist.

After launch

[ ] Hypercare for two weeks; errors and 404s read daily
[ ] Routines: weekly owner check, backups, editorial calendar
[ ] First update applied through the routine
[ ] Restore test done
[ ] 90-day review written; operations owner named

Pages: The first 90 days, After adoption.

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