VoIP Migration Checklist
Use this form to capture the details needed to plan, validate, and complete a VoIP migration.
Current Environment
Organization / Company Name
*
Primary Contact Name
*
Primary Contact Email
*
example@example.com
Current Phone System / Provider
*
Please Select
Cisco
Avaya
Mitel
RingCentral
8x8
Microsoft Teams Phone
Zoom Phone
Vonage
Other
Number of Users / Extensions to Migrate
*
Current Sites / Locations Covered
Migration Scope and Requirements
Migration Type
*
Full Cutover
Phased Migration
Hybrid Migration
Not Sure
Number of Sites to Migrate
*
Target Go-Live Date or Migration Window
-
Month
-
Day
Year
Date
Required Calling Features to Preserve
Auto Attendant
Call Routing
Voicemail
Call Queues
Call Recording
Fax Support
Conference Calling
Number Porting
Special Requirements or Constraints
Network and Infrastructure Readiness
Internet Circuit Status / Speed
*
LAN / Wi‑Fi Readiness
*
Ready
Needs Review
Unknown
QoS Configured for Voice
*
Yes
No
Unknown
PoE / Network Switch Readiness
*
Yes
No
Unknown
Firewall / SIP Trunk Compatibility Review Status
*
Yes
No
Unknown
Known Infrastructure Blockers
Number Porting and Provider Coordination
Numbers to Port
*
Current Carrier/Provider Name
*
Porting Status
*
Not started
In progress
Submitted
Completed
Not needed
Porting Notes / Coordination Details
Desired Porting/Cutover Sequence
*
Port before cutover
Port during cutover
Port after cutover
Not sure
Testing and Validation Checklist
Test Plan Status
*
Not started
Drafted
In progress
Complete
Pre-cutover Test Checklist
*
Inbound calls
Outbound calls
Internal calling
Voicemail
Call routing
Emergency calling
Desk phones
Softphones
Mobile app
Fax if applicable
Pilot User Group Names or Departments
Known Issues Needing Resolution Before Migration
Training, Communications, and Support
Is end-user training needed?
*
Yes
No
Unsure
Training topics needed
New desk phone use
Softphone use
Mobile app
Voicemail
Transfer features
Conferencing
Emergency procedures
Other
Communication plan status
*
Not started
Drafted
Sent
Complete
Support owner or team during cutover
*
Post-migration follow-up tasks
Submit Checklist
Should be Empty: