
Migration to DITA/CCMS – Implementation Checklist
Migrating legacy content into a structured format (like DITA XML managed in a Component Content Management System or CCMS) requires careful planning and execution. The following checklist breaks down key phases and tasks to ensure a successful migration. It reflects industry best practices and the roadmap before, during, and after migration, aligned with an AI-ready content strategy. (Remember: migration is not a one-off project but a sequence of managed decisions.)
What’s inside
- Pre-migration planning: objectives, sponsorship, roles, timeline, budget, comms
- Content audit and complexity scoring, including retire and archive decisions
- Information model and typing, including metadata and taxonomy basics
- Governance to prevent new content debt
- Migration execution strategies: convert, refactor, rewrite, or defer
- Translation strategy and roundtrip testing guidance
- AI-readiness requirements: structure, metadata, trust controls
Content Migration Plan Template
A ready-to-fill planning template to align stakeholders, document scope, capture decisions, and keep your migration accountable from pilot to scale.
Below is an outline of a migration planning document, including sample sections, tables, and brief examples. This template is implementation-focused and can be used by teams to plan, track, and execute the move to structured content (DITA and a CCMS). It should be adapted to your organization’s needs. The sample content in italics or parentheses is for illustration and should be replaced with your project’s specifics.
What’s inside
- Project objectives, scope, and success criteria
- Stakeholders, roles, and responsibilities
- Inventory summary and migration approach mapping
- Information model summary and content standards
- Toolchain plan, including CCMS, authoring, publishing, translation
- Pilot plan, timeline, governance, and success metrics


Do you want help executing, not just planning?
If you are planning an enterprise knowledge content migration, RWS can help you execute the roadmap with Tridion Docs and our Professional Services and partner consultancies.
We support information modeling, conversion strategy, workflow design, translation integration, publishing pipelines, and governance setup, so your program moves from pilot to scale without recreating content debt. Talk to RWS about executing your migration.
Explore Tridion Docs for DITA-based content operations.