Stack Migration Planner

Risk score, phased timeline, and a printable checklist — before you break anything.

"I've migrated my stack four times in three years. The first three were disasters. The fourth time I built a checklist first. This is that checklist." — Sean

Step 1 — The Migration

What tool are you migrating FROM? What tool are you migrating TO?

Team size

How much data are you moving?

Does your team have a hard deadline?

Integrations / automations to rebuild

Step 3 — Risk Factors

The old tool makes it hard to export data (locked formats, no CSV/API) You can't run both tools simultaneously during transition Team has already pushed back or expressed resistance to the new tool No designated champion — nobody owns the migration day-to-day No rollback plan if the new tool fails in the first 30 days The tool holds live customer or financial data (CRM, billing, support)

Risk
Score

Sean's Assessment

Estimated Timeline

Your Migration Checklist

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Page updated June 2026