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Cloud Migration Assessment Template

A per-application assessment for a cloud migration — current state, data gravity, dependencies, the migration pattern chosen, cost before and after, and the rollback that makes the cutover safe.

Markdown. No sign-up, no email.

Complete one of these per application, not one per programme. Migrations fail at the application level, and the ones that hurt are always the application everybody assumed was simple.

Application: _______________ Business owner: _______________ Technical owner: _______________ Date: _______

1. What it is#

What it does, in one sentence
Users (number, internal/external)
Business criticalitycritical / important / routine
Hours it must be available
Acceptable downtime for the cutover
Who notices first if it stops

If it disappeared for a day, what would actually happen? _______________

Ask this question of the business owner, not the technical owner. Roughly half of the applications on a typical migration list turn out to be retirable, and retiring one is the cheapest possible migration.

2. Current state#

Servers / instances
Operating system + version (still supported?)
Runtime + version
Database + version
Data volume today, growth per year
Licensing that follows the workload

3. Dependencies — the part that breaks cutovers#

Depends onDirectionLatency sensitiveMoving at the same time
in / outyes / noyes / no

Hard-coded IP addresses, hostnames or file paths anywhere: _______________ Scheduled jobs that touch this system: _______________ Anything that connects to it that we do not control: _______________

🔴 The dependency nobody documents is the batch job on someone's machine. Ask the operations team, and ask what runs overnight.

4. Data gravity#

Data volume to move
Bandwidth available
Estimated transfer time at that bandwidth
Can the source stay writable during transferyes / no
How changes during transfer are reconciled
Residency or sovereignty constraints

Data movement, not application compatibility, sets the schedule for most migrations. Calculate the transfer time before agreeing to a cutover window.

5. Migration pattern — pick one, record why#

PatternMeaningChosen
RetireTurn it off
RetainLeave it where it is, for now
RehostMove as-is
ReplatformMove with modest changes (managed database, container)
RefactorRework for cloud services
RepurchaseReplace with a product

Why this pattern: _______________ What we are explicitly NOT doing in this move: _______________

Doing a rehost and a refactor in one step means that when something breaks you cannot tell which change caused it. Move it, stabilise it, then improve it.

6. Target state and cost#

TodayTarget
Compute
Storage
Database
Network / egress
Licences
Backup
Monthly total

Costs that will appear only after go-live (egress, cross-zone traffic, log volume, non-production environments): _______________

7. Security and compliance#

Data classification
Personal data involvedyes / no
Encryption at rest / in transit
Who has access after the move
Logging and retention requirement
Sign-off required from

8. Cutover plan#

Proposed window
Steps, in order
Point of no return
How we roll back, and until when
Who decides to roll back
Validation before declaring success

Rollback tested on (date): _______

🔴 "We will roll back if needed" is not a plan unless someone has run it. Establish the point after which rollback is no longer possible, and make sure the decision-maker knows they are crossing it.

9. After go-live#

  • [ ] Monitoring and alerts in place before the window, not after
  • [ ] Old environment kept for ___ days, then decommissioned (date: ______)
  • [ ] Backups running and one restore tested in the new location
  • [ ] Cost checked against estimate at day 30
  • [ ] Documentation and runbooks updated
  • [ ] Licences on the old platform cancelled

Sign-off#

NameDate
Technical owner
Business owner
Security
Go / no-go

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