# Data warehouse migration — planning worksheet

Reference guide: https://programmatic.llc/resources/data-warehouse-migration

Audience: Data platform owners, analytics engineers and business stakeholders planning a warehouse transition.

Intended output: A migration inventory, validation plan and staged cutover decision.

## Working context

- Workflow / system:
- Accountable owner:
- Date:
- Scope and constraints:

## Review checklist

- [ ] Have the critical consumers been identified?
  List reports, extracts and applications with an accountable owner and a required freshness window.

  Evidence / open question:
  Owner / next action:

- [ ] Are reconciliation rules agreed?
  Record the metrics, representative periods and acceptable differences; distinguish intentional changes from defects.

  Evidence / open question:
  Owner / next action:

- [ ] Can the migration wave be reversed?
  Document rollback triggers, source availability and how changes made after cutover would be handled.

  Evidence / open question:
  Owner / next action:

- [ ] Is retirement separately approved?
  Name the owner who accepts consumer migration, record retention and the removal of the old workload.

  Evidence / open question:
  Owner / next action:

## Reference sequence

### Discover the workload

Map source tables, transformations, schedules and downstream reports before selecting migration waves.

Expected artifact: A dependency inventory with owners

### Prepare a migration wave

Move a bounded set of models and pipelines while documenting intentional changes to business logic.

Expected artifact: A testable target workload

### Reconcile in parallel

Compare agreed metrics, access behavior and freshness across old and new environments.

Expected artifact: Explained differences and acceptance evidence

### Cut over and observe

Move consumers only after acceptance; retain recovery options until operational behavior is understood.

Expected artifact: An owned cutover and retirement plan

## Decision record

- Decision:
- Evidence considered:
- Remaining assumptions:
- Acceptance criteria:
- Reviewer:
- Next review date:

This worksheet supports discussion; completion is not a certification or a guarantee of project readiness.