Planning tools and upgrade resources
Use planning outputs to move from readiness findings to approved migration action. EtherAssist can help produce executive summaries, checklists, risk registers, change notes, templates, and export packs.
Before you begin
- Sign in with an account that has access to this area.
- Confirm the organisation, tenant, or source material you need to work with.
- Keep customer data, secrets, and screenshots within your organisation's handling policy.
Prerequisites
- Readiness findings or device groups.
- Migration constraints such as locations, dates, change windows, and refresh budget.
- Stakeholder audience and preferred output format.
Build a planning pack
- Summarise readiness groups and blockers.
- Ask EtherAssist for a migration wave plan, risk register, user communication, and change advisory note.
- Review each output with the responsible owner.
- Export the final plan in the required format.
Use checklists and resources
Use checklists to track each migration phase and supporting resource.
Use templates for migration tasks
Templates help standardise repeated work such as readiness assessments, migration plans, communications, risk registers, and post-deployment reviews.
- Select Templates from the main page or search for templates.
- Choose a Windows 11 migration template.
- Customise the template for your organisation.
- Save, duplicate, or export it for reuse.
Export planning outputs
Export final plans in the format required by the audience. Use DOCX or PDF for review packs, CSV for device lists, and Markdown for internal working notes.
Good planning prompts
- Create a migration wave plan for these readiness groups.
- Turn these blockers into a risk register.
- Draft a user communication for Windows 11 upgrade scheduling.
- Create an executive summary of cost and readiness impact.
Expected result
You have a stakeholder-ready planning pack with migration waves, risks, owners, communications, and exportable evidence.
Tips
- Keep names, prompts, and configuration values specific to the task you are performing.
- Check role, subscription, region, and tenant policy when a feature is not visible.
Troubleshooting
| Issue | What to do |
|---|---|
| Planning output is too generic | Add readiness groups, business constraints, owner names, and target dates. |
| Export format does not suit the audience | Regenerate or export as DOCX, PDF, CSV, or Markdown based on review needs. |
| Template content is stale | Duplicate the template and update assumptions before generating final material. |