Cloud Migration Readiness Checklist
Assess your organization’s readiness for a cloud migration by providing details about your current environment, applications, data, security, network, timeline, and key blockers.
Organization and Project Overview
Organization Name
*
Primary Contact Name
*
First Name
Middle Name
Last Name
Contact Email
*
example@example.com
Current Environment Summary
*
Current Cloud Experience Level
*
None
Basic
Intermediate
Advanced
Other
Main Driver for Migration
Please Select
Cost Reduction
Scalability
Modernization
Security
Disaster Recovery
Data Center Exit
Other
Current Infrastructure and Application Inventory
Number of servers in scope
*
Operating systems currently in use
*
Windows Server
Linux
Unix
Other
Virtualization and cloud platforms currently used
VMware
Hyper-V
KVM
OpenStack
AWS
Microsoft Azure
Google Cloud
Other
Application and workload inventory
*
Deployment models and environments currently used
*
On-premises
Private cloud
Public cloud
Hybrid
Other
Data, Backup, and Recovery Readiness
Approximate total data volume (TB)
*
Primary data classification
*
Public
Internal
Confidential
Restricted
Other
Backup frequency
*
Continuous
Daily
Weekly
Monthly
Ad hoc
Other
Primary backup location
*
On-premises
Cloud storage
Offsite tape or media
Hybrid
Other
Have restore tests been performed?
*
Yes, within the last 30 days
Yes, within the last 90 days
Yes, within the last 12 months
Yes, more than 12 months ago
No
Not sure
Required recovery point objective (RPO)
*
Less than 1 hour
1-4 hours
4-24 hours
1-3 days
More than 3 days
Not defined
Required recovery time objective (RTO)
*
Less than 1 hour
1-4 hours
4-24 hours
1-3 days
More than 3 days
Not defined
Security, Compliance, and Access Management
Identity Provider / SSO Ready?
*
Yes
Partially
No
Other
Multi-Factor Authentication (MFA) in Use?
*
Yes for all users
Yes for some users
Planned
No
Other
Privileged Access Controls in Place?
*
Yes
Partially
No
Other
Encryption at Rest and in Transit Enabled?
*
Yes
Partially
No
Other
Logging and Monitoring Coverage
*
Comprehensive
Partial
Minimal
None
Other
Vulnerability Management Process
*
Established
Ad hoc
Planned
None
Other
Applicable Compliance Requirements
*
ISO 27001
SOC 2
PCI DSS
HIPAA
GDPR
CCPA
FedRAMP
Other
Readiness Rating by Control Area
*
Rows
Not Started
In Progress
Mostly Ready
Ready
Identity Provider / SSO
1
2
3
4
Multi-Factor Authentication
5
6
7
8
Privileged Access Controls
9
10
11
12
Encryption at Rest and in Transit
13
14
15
16
Logging and Monitoring
17
18
19
20
Vulnerability Management
21
22
23
24
Compliance Requirements
25
26
27
28
Network, Connectivity, and Architecture Dependencies
Available network bandwidth (Mbps)
*
Latency sensitivity of workloads
*
Low
Moderate
High
Very High
Required connectivity options
*
VPN
Direct Connect / ExpressRoute / Interconnect
Public Internet
Private Link / Private Endpoint
Other
DNS, IP allowlisting, or firewall changes needed
Dependency readiness status
*
Rows
Ready
In Progress
Blocked
DNS changes
29
30
31
IP allowlisting updates
32
33
34
Firewall rule changes
35
36
37
Third-party integrations
38
39
40
Are network architecture changes required before migration?
*
No
Yes, minor changes
Yes, significant changes
Not sure
Migration Scope, Priorities, and Timeline
Workloads or Applications in Scope for Phase 1
*
Workloads or Applications to Defer
Option 1
Option 2
Option 3
Preferred Migration Approach
*
Rehost
Replatform
Refactor
Replace
Retire
Preferred Migration Window
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Target Go-Live Timeframe
*
Please Select
Within 1 month
1-3 months
3-6 months
6-12 months
More than 12 months
Undecided
Business Downtime Tolerance
*
No downtime
1
2
3
4
5
6
7
8
9
High downtime tolerance
10
1 is No downtime, 10 is High downtime tolerance
Budget, Resources, Risks, and Blockers
Estimated budget range
*
Please Select
Less than $10,000
$10,000-$50,000
$50,001-$100,000
$100,001-$250,000
More than $250,000
Not determined yet
Internal team availability
*
Very limited
1
2
3
4
5
6
7
8
9
Fully available
10
1 is Very limited, 10 is Fully available
External vendor or partner involvement
No external support
Cloud migration consultant
Managed service provider
Systems integrator
Software vendor
Security advisor
Other
Risk categories
*
Key risks and blockers
*
Required approvals and approvers
Current approval status
Please Select
Not started
Pending review
In progress
Approved
Rejected
Not applicable
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