# ERP Implementation Readiness Checklist

Confirm organizational readiness before accelerating an Odoo implementation or major module rollout.

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## 1. Leadership & Governance

- [ ] Executive sponsor identified with decision-making authority
- [ ] Project steering committee or governance cadence defined
- [ ] Project manager assigned (internal or partner)
- [ ] Budget approved for implementation, licensing, infrastructure, and training
- [ ] Success criteria and KPIs agreed and measurable
- [ ] Change management lead identified

## 2. Scope & Priorities

- [ ] In-scope modules documented with business justification
- [ ] Out-of-scope items explicitly listed to prevent scope creep
- [ ] Phase 1 vs. future phase deliverables defined
- [ ] Critical business deadlines mapped to implementation milestones
- [ ] Customization requests triaged through planning worksheet
- [ ] Integration requirements prioritized by business impact

## 3. Process Ownership

- [ ] Process owner assigned for each in-scope module
- [ ] Subject matter experts available for workshops and UAT
- [ ] Current-state process maps documented for key workflows
- [ ] Future-state process decisions recorded and approved
- [ ] Exception handling policies defined (returns, credits, adjustments)

## 4. Data Readiness

- [ ] Master data sources identified (products, customers, vendors, chart of accounts)
- [ ] Data quality assessment completed with cleanup plan
- [ ] Data migration approach agreed (manual entry, import templates, ETL)
- [ ] Historical data retention policy defined (how many years to migrate)
- [ ] Opening balances and inventory cutover plan drafted
- [ ] Data ownership and validation sign-off process defined

## 5. Technical Environment

- [ ] Hosting approach decided (Odoo.sh, on-premise, cloud VPS)
- [ ] Development, staging, and production environments provisioned
- [ ] Backup and disaster recovery requirements documented
- [ ] Integration endpoints and credentials plan established
- [ ] Security and access control policy drafted
- [ ] Performance expectations documented for concurrent users and data volume

## 6. Change Management & Training

- [ ] Stakeholder communication plan drafted
- [ ] Training approach defined (role-based, train-the-trainer, e-learning)
- [ ] Training schedule aligned with UAT and go-live dates
- [ ] User adoption metrics and feedback channels planned
- [ ] Resistance risks identified with mitigation strategies
- [ ] Super-user or champion network identified per department

## 7. Testing & Quality

- [ ] Test strategy documented (unit, integration, UAT, performance)
- [ ] Test environment available with representative data
- [ ] UAT participants identified and schedule published
- [ ] Defect triage process and severity definitions agreed
- [ ] Sign-off criteria defined for each module and integration

## 8. Cutover Prerequisites

- [ ] Go-live date proposed with business blackout periods considered
- [ ] Cutover runbook outline drafted
- [ ] Hypercare support plan defined for first 30 days
- [ ] Legacy system decommission plan outlined
- [ ] Rollback criteria and decision authority defined

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## Readiness Scorecard

| Area | Ready | Partial | Not Ready | Notes |
|------|-------|---------|-----------|-------|
| Leadership | [ ] | [ ] | [ ] | |
| Scope | [ ] | [ ] | [ ] | |
| Process owners | [ ] | [ ] | [ ] | |
| Data | [ ] | [ ] | [ ] | |
| Technical | [ ] | [ ] | [ ] | |
| Change mgmt | [ ] | [ ] | [ ] | |
| Testing | [ ] | [ ] | [ ] | |
| Cutover | [ ] | [ ] | [ ] | |

**Overall readiness decision:** [ ] Proceed  [ ] Proceed with conditions  [ ] Defer

**Conditions or blockers:**