About the template:

This template was created for Implementation/Professional Service Consultants to help them through their implementation process (from discovery to implementation + training). In this template:

Discovery Checklist/Subtask Items:

Validate Scope of Work & Deliverables, potential roadblocks from client/implementation team, understand key stakeholders, etc.

Data Migration:

What is the process/mechanism for migrating data, what is the rollback plan if it is not successful, etc.

Created by ClickUp