Delivery and implementationStandard plan and above

Go-Live Readiness Checklist template

Six-category readiness checklist with evidence, sign-off tracking, and a formal PDF sign-off document.

Starter tasks
9
Grouped into 6 groups
Milestones
1
Rendered as diamonds on the timeline
Dependencies
9
Pre-linked, so delays propagate from day one
Views
3
Installed and ready on first open

What this template gives you

Six readiness categories: Technical, Data, Training, Communications, Support, and Rollback Plan. Each criterion tracks owner, target completion date, status, evidence, whether sign-off is required, and who signed off. Export a checklist with completion percentages to Excel or a formal sign-off document to PDF.

Workstreams

  • Technical
  • Data
  • Training
  • Communications
  • Support
  • Rollback Plan

Groups it creates

Tasks arrive already sorted into Technical, Rollback Plan, Data, Training, Support, and Communications.

Exports

Anything in this template exports to Excel, PDF.

How it looks

The board view, with a column for each of the 6 groups the template creates.

Custom columns installed
  • Evidence linkLink
  • Sign-off requiredCheckbox
  • Signed off byPeople
Views installed
  • Checklist
    Spreadsheet-style task register with custom columns
  • Board
    Kanban board grouped by status
  • Dashboard
    Customisable widget dashboard: KPIs, charts, risks, workload
Automations switched on
  • When a task becomes overdue, notify the project owner

More delivery and implementation templates

Implementation Timeline

Predefined phases from Discovery through Hypercare with RAG status per task and phase colour-coded Gantt export.

Hypercare Timeline

Day-by-day incident and resolution tracking for post-go-live support periods with stability indicators and full custom chart export.

Client Onboarding

Repeatable client onboarding plan from kickoff to go-live with owning teams, blockers, doc links, and auto-filing of completed steps.

Start with Go-Live Readiness Checklist

Create a project, pick this template, and the tasks, columns, and views are already in place. Available on Standard and above.