Scope the whole move
Four Workstreams,
One Release Plan
The scope follows the existing system: its content, its dependencies, and the people who need to keep working through the change.
01Content your team can work with
Inventory posts, pages, media, taxonomies, and custom fields before choosing the new content model. Resolve duplicate slugs and conflicting categories. Define reusable templates and editing permissions around the people who will use them.
Planning outputContent inventory, template requirements, and an import plan.
02Routes and search continuity
Record the URLs that exist today and decide what happens to each. Review redirects, canonical URLs, internal links, sitemaps, and indexability together. Keep a baseline for the pages and queries that already bring useful visitors.
Planning outputA reviewed URL map and checks for old and new destinations.
03Connections beyond the page
Follow the full path from a form submission to its destination. Account for CRM fields, lifecycle subscriptions, consent, analytics events, and API connections. Give each dependency a test case and an owner before the switch.
Planning outputAn integration inventory with expected behavior and acceptance checks.
04A launch people can operate
Rehearse the move in staging, agree how late content changes will be handled, and write down the release and rollback sequence. Assign responsibility for hosting, updates, monitoring, and fixes after launch.
Planning outputA release plan, recovery criteria, and an operating handoff.