Secure Transfer Migration Checklist

Purpose

This checklist provides a high-level structure for migrating existing file transfer solutions into a secure transfer platform such as MOVEit.

It is designed to evidence migration thinking without exposing confidential migration details.

Migration Details

Field	Value
Migration ID	MIG-0001
Source Process	Existing transfer process
Target Platform	MOVEit Secure Transfer
Business Area	Example: Finance
Migration Owner	Dummy owner
Stakeholders	Dummy stakeholders
Target Completion Date	YYYY-MM-DD
Status	Planned / In Progress / Completed / On Hold

Pre-Migration Checklist

Check	Completed
Existing transfer process identified	Yes / No
Business owner confirmed	Yes / No
Users and stakeholders identified	Yes / No
Transfer requirements documented	Yes / No
Folder hierarchy designed	Yes / No
Permission model agreed	Yes / No
External access requirements reviewed	Yes / No
Sensitive data handling requirements considered	Yes / No

Migration Checklist

Check	Completed
Transfer area created	Yes / No
Folder hierarchy configured	Yes / No
User access assigned	Yes / No
Permissions checked	Yes / No
Test transfer completed	Yes / No
Users informed	Yes / No
User guidance provided	Yes / No
Old process marked for retirement if applicable	Yes / No

Post-Migration Checklist

Check	Completed
Stakeholders confirmed access works	Yes / No
Permission matrix updated	Yes / No
Unnecessary access removed	Yes / No
Support notes updated	Yes / No
Follow-up issues recorded	Yes / No
Migration marked complete	Yes / No

Outcome

Field	Value
Migration Outcome	Completed / Partially Completed / Deferred
Issues Identified	Add non-sensitive notes only
Follow-up Required	Yes / No
Notes	Add non-sensitive notes only

Confidentiality Note

This checklist uses dummy data only. Do not include real migration names, folder paths, file names, client names, user data, transfer records, URLs, ticket references, or confidential process details.