Documentation: Office 365 Exchange Migration Plan

It took some time but we’re finally preparing to move our on-premise Exchange server (2010) to Microsoft Office Exchange. To make sure you (and we!) don’t run in any trouble while doing the migration it’s important to have a document ready where you have your preparations ready. Preparing is a very important thing in almost anything: while it is migrating, installing, configuring etc. You always have something to look back at if you run against some problems, you can inform (and instruct) other users about your change and while creating the document you might learn some interesting things regarding product or service you want to enrol.


The following items are discussed in this document:

  • (Current) Corporate Profile
  • Office 365 Readiness Assessment
  • Migration Options (Cutover Migration & Staged Migration)
  • Migration Planning with Timetable.


A lot of the most common and needed topics are already covered, the only things that’s left for you to do is to fill in the missing details or information that’s required/requested in the document. The information that needs to be changed is coloured yellow. Note that it’s possible that your case requires more information or topics to cover, in that case just use this as a template and edit what’s needed!

The migration plan document also includes a cover page with table of contents, document version numbering and some extra information regarding the migration of Office 365 Exchange. It’s written in Microsoft Word but can be opened with LibreOffice or OpenOffice. Feel free to share this migration plan document with your connections free of charge. You can download it by pressing the Download button below!

Download “Microsoft Office 365 Exchange Migration Plan” Office-365-Exchange-Migration-Plan-Citricks-1.docx – Downloaded 197 times – 123 KB

If you think I’m missing some essential information in my migration document, please let me know in the comments below. This will help me and other people saving a lot of time! Also make sure to check out my other how-to’s and cheatsheets. I’m sure you can find a use for them!