Plan a data migration rehearsal

Control principle

Rehearse with an approved boundary before production data becomes the test.

The project will move records or reconnect systems and the team needs to prove mapping, reconciliation, rollback, and ownership before cutover.

Use it in the active phase

Start with these controls

1. Name source owners, destination owners, record classes, retention rules, and excluded data.
2. Define mapping, cleanup, transformation, deduplication, reconciliation, and exception rules.
3. Run a representative rehearsal in an approved nonproduction environment.
4. Record counts, exceptions, business validation, rollback steps, cutover authority, and disposal evidence.

Pause point

Do not let schedule pressure erase nonprofit ownership

Use approved data, access, encryption, storage, backup, retention, and deletion controls. Protected information needs qualified privacy and security review.