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Sitecore XP to XM Cloud Migration
A ready-to-use Sitecore XP to XM Cloud migration project template with predefined phases, tasks, milestones, and effort estimates to plan, migrate content, modernize architecture, and launch on a headless, cloud-native stack.
Published February 13, 2026 by Kriyastream
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Duration
6 months
Effort
2640h
Phases
6
Tasks
179
Staffing
Cloud Computing
Application Integration Specialist109h
Cloud Engineer9h
DevOps Engineer50h
Site Reliability Engineer9h
Content Management Systems
CMS Architect192h
Content Strategist222h
Sitecore Architect297h
Sitecore Content Migration Specialist67h
Sitecore Developer979h
Cybersecurity
Security Architect6h
Database Management
Data Analyst6h
Database Administrator5h
IT Consulting
Content Migration Consultant20h
IT Project Manager31h
Software Development
Business Analyst29h
Performance Engineer12h
QA Engineer113h
Software Architect36h
Software Engineer288h
Test Automation Engineer28h
Web Development
Front-end Developer29h
Web Content Manager103h
Work Breakdown Structure
| Phase/Task | Estimate | Assign To |
|---|---|---|
Assessment & Planning2w Phase 1: Comprehensive assessment of current XP environment and creation of detailed migration strategy | ||
Assess Current XP Environment6d Comprehensive assessment of the current Sitecore XP environment including infrastructure, components, content, and integrations | ||
Document current architecture and infrastructure2d Document server infrastructure, topology, and architecture of current XP environment | 16h | Content Management Systems - Sitecore Architect |
Inventory existing Sitecore XP components1d Catalog all Sitecore XP components, modules, and features currently in use | 9h | Content Management Systems - Sitecore Developer |
Inventory Sitecore XP version and modules1d Document Sitecore XP version and all installed modules and their versions | 4h | Content Management Systems - Sitecore Developer |
Document server infrastructure and topology2d Document all servers, roles, and infrastructure topology | 12h | Cloud Computing - DevOps Engineer |
Identify all custom Sitecore solutions and projects3d List all custom solutions, projects, and their dependencies | 18h | Content Management Systems - Sitecore Architect |
Catalog all Sitecore databases2d Catalog Master, Web, Core, and Analytics databases with their sizes and configurations | 8h | Content Management Systems - Sitecore Developer |
Identify customizations and integrations4d Identify all custom Sitecore solutions, third-party integrations, and customizations | 24h | Cloud Computing - Application Integration Specialist |
Analyze content structure and volume4d Analyze current content structure, templates, and volume of content items | 36h | Content Management Systems - Content Strategist |
List all custom renderings and components3d Inventory all custom renderings, components, and their usage | 24h | Content Management Systems - Sitecore Developer |
Document all Sitecore pipelines and processors2d Document all custom pipelines, processors, and their configurations | 12h | Content Management Systems - Sitecore Developer |
Document current content architecture3d Document content tree structure, content organization, and content management workflows | 24h | Content Management Systems - Content Strategist |
Inventory all Sitecore items and templates3d Catalog all Sitecore items, templates, and their relationships | 24h | Content Management Systems - Sitecore Content Migration Specialist |
Identify all third-party integrations2d List all third-party systems, APIs, and services integrated with Sitecore XP | 12h | Cloud Computing - Application Integration Specialist |
Document authentication and authorization setup2d Document current authentication providers, roles, and permissions | 9h | Cloud Computing - Application Integration Specialist |
Analyze current performance metrics1d Collect and analyze current performance metrics, response times, and bottlenecks | 9h | Cloud Computing - Site Reliability Engineer |
Create Migration Strategy1w Develop comprehensive migration strategy including approach, risk assessment, timeline, and success criteria | ||
Define content migration approach1d Define strategy and approach for migrating content from XP to XM Cloud | 8h | IT Consulting - Content Migration Consultant Content Management Systems - Sitecore Content Migration Specialist |
Define code migration strategy1d Define approach for migrating custom code and components to XM Cloud | 8h | Content Management Systems - Sitecore Architect |
Plan data migration approach2d Plan approach for migrating databases and data structures | 8h | IT Consulting - Content Migration Consultant Cloud Computing - Cloud Engineer |
Create risk assessment matrix2d Create comprehensive risk assessment with mitigation strategies | 6h | IT Consulting - IT Project Manager Content Management Systems - Sitecore Architect |
Identify migration tools and scripts needed1d Identify and document all tools and scripts required for migration | 4h | IT Consulting - Content Migration Consultant Cloud Computing - DevOps Engineer |
Create communication plan for stakeholders2d Develop communication plan and schedule for stakeholder updates | 4h | IT Consulting - IT Project Manager |
Define rollback procedures1d Define detailed rollback procedures for each migration phase | 6h | Cloud Computing - DevOps Engineer Content Management Systems - Sitecore Architect |
Define testing strategy and test cases2d Define comprehensive testing strategy and create test cases | 12h | Content Management Systems - CMS Architect Software Development - Test Automation Engineer |
Create detailed project timeline2d Create detailed timeline with milestones and dependencies | 8h | IT Consulting - IT Project Manager Content Management Systems - Sitecore Architect |
Establish success criteria and KPIs1d Define success criteria and key performance indicators for migration | 6h | Content Management Systems - Content Strategist IT Consulting - IT Project Manager |
Get stakeholder approval on migration strategy2d Present migration strategy to stakeholders and obtain approval | 6h | Content Management Systems - Sitecore Architect IT Consulting - IT Project Manager |
Environment Setup3w Phase 2: Setup XM Cloud environments, development tools, and CI/CD pipelines | ||
Setup Development Tools1w Install and configure development tools including Sitecore CLI, SDK, and local environment | ||
Install Sitecore CLI1d Install and configure Sitecore CLI tools | 3h | Content Management Systems - Sitecore Developer |
Configure Sitecore CLI authentication1d Configure authentication for Sitecore CLI | 3h | Content Management Systems - Sitecore Developer |
Setup local development environment3d Setup local development environment for XM Cloud development | 24h | Content Management Systems - Sitecore Developer |
Install and configure Sitecore Headless SDK3d Install and configure Sitecore Headless SDK for frontend development | 5h | Content Management Systems - Sitecore Developer |
Setup Visual Studio Code extensions1d Install and configure VS Code extensions for Sitecore development | 8h | Content Management Systems - Sitecore Developer |
Configure Git repository structure2d Setup Git repository structure and branching strategy | 6h | Software Development - Software Engineer |
Setup branch strategy for migration1d Define and implement branch strategy for migration work | 6h | Content Management Systems - Sitecore Developer |
Create project scaffolding and templates2d Create project scaffolding and code templates for XM Cloud | 10h | Software Development - Software Engineer |
Setup XM Cloud Environment2w Setup and configure XM Cloud subscription, environments, and security settings | ||
Create XM Cloud subscription account2d Create and configure XM Cloud subscription account | 6h | Software Development - Software Engineer |
Provision XM Cloud organization2d Provision and configure XM Cloud organization structure | 16h | Content Management Systems - CMS Architect |
Create XM Cloud project2d Create new XM Cloud project for migration | 3h | Software Development - Software Engineer |
Configure project settings and permissions2d Configure project settings, roles, and permissions | 6h | Software Development - Software Architect |
Setup development environment in XM Cloud2d Setup and configure development environment | 16h | Content Management Systems - CMS Architect |
Setup staging environment in XM Cloud2d Setup and configure staging environment | 16h | Content Management Systems - CMS Architect |
Configure environment variables and settings2d Configure environment variables and application settings | 6h | Software Development - Software Engineer |
Setup authentication providers2d Configure authentication providers and identity management | 10h | Content Management Systems - Sitecore Architect |
Configure security policies and access controls2d Configure security policies, access controls, and compliance settings | 6h | Cybersecurity - Security Architect |
Setup monitoring and logging2d Configure monitoring, logging, and alerting systems | 16h | Content Management Systems - Sitecore Architect |
Configure CI/CD Pipelines1w Setup and configure CI/CD pipelines for automated builds and deployments | ||
Setup Azure DevOps or GitHub Actions2d Setup CI/CD platform (Azure DevOps or GitHub Actions) | 10h | Software Development - Software Engineer |
Configure build pipeline for XM Cloud2d Configure build pipeline to compile and package XM Cloud solution | 16h | Content Management Systems - CMS Architect Software Development - Software Architect |
Setup deployment pipeline to development2d Configure automated deployment pipeline to development environment | 16h | Content Management Systems - CMS Architect |
Setup deployment pipeline to staging2d Configure automated deployment pipeline to staging environment | 16h | Content Management Systems - CMS Architect |
Configure automated testing in pipeline2d Integrate automated tests into CI/CD pipeline | 10h | Web Development - Front-end Developer |
Setup environment promotion workflow2d Configure workflow for promoting code between environments | 16h | Content Management Systems - CMS Architect |
Configure pipeline notifications2d Setup notifications for pipeline status and failures | 6h | Software Development - Software Engineer |
Test end-to-end CI/CD process2d Test complete CI/CD workflow from code commit to deployment | 10h | Cloud Computing - DevOps Engineer |
Content Migration4w Phase 3: Prepare, migrate, and validate content from XP to XM Cloud | ||
Prepare Content for Migration2w Audit, clean, and prepare content for migration to XM Cloud | ||
Audit all content items in XP3d Comprehensive audit of all content items in Sitecore XP | 24h | Content Management Systems - Sitecore Developer |
Identify orphaned and unused content3d Identify and document orphaned and unused content items | 9h | Content Management Systems - Sitecore Developer |
Clean up duplicate content items3d Remove or consolidate duplicate content items | 10h | Content Management Systems - Sitecore Developer |
Review and update content metadata3d Review and update content metadata for migration readiness | 24h | Content Management Systems - Content Strategist |
Map XP templates to XM Cloud content models5d Create mapping between XP templates and XM Cloud content models | 10h | Content Management Systems - Sitecore Architect |
Create new content models in XM Cloud5d Create new content models in XM Cloud based on mapping | 20h | Web Development - Web Content Manager |
Define content migration mapping rules5d Define rules for mapping content during migration | 10h | Content Management Systems - Sitecore Content Migration Specialist |
Create content validation rules4d Define validation rules for migrated content | 8h | Web Development - Web Content Manager |
Create Migration Scripts1w Develop scripts for automated content migration | ||
Develop content item migration script4d Develop script to migrate content items from XP to XM Cloud | 16h | Software Development - Software Engineer |
Develop media library migration script4d Develop script to migrate media assets from XP to XM Cloud | 10h | Software Development - Software Engineer |
Create template migration script4d Develop script to migrate templates and content models | 10h | Software Development - Software Engineer |
Develop content validation script4d Develop script to validate migrated content | 10h | Software Development - Software Engineer |
Create rollback script for content migration4d Develop rollback script in case migration needs to be reversed | 10h | Software Development - Software Engineer |
Test migration scripts in development4d Test all migration scripts in development environment | 8h | Software Development - Software Engineer |
Execute Content Migration5d Execute content migration from XP to XM Cloud | ||
Migrate content templates to XM Cloud2d Execute migration of content templates to XM Cloud | 10h | Software Development - Software Engineer |
Migrate content items to XM Cloud3d Execute migration of all content items to XM Cloud | 26h | Software Development - Software Engineer |
Migrate media assets to XM Cloud3d Execute migration of media library and assets to XM Cloud | 16h | Software Development - Software Engineer |
Validate content structure integrity2d Validate integrity of migrated content structure | 5h | Software Development - QA Engineer |
Migrate content relationships and references2d Migrate and validate content relationships and references | 10h | Software Development - Software Engineer |
Validate Content Migration4d Validate and verify content migration completeness and accuracy | ||
Verify all content items migrated2d Verify completeness of content migration | 16h | Content Management Systems - Sitecore Content Migration Specialist |
Validate content rendering in XM Cloud2d Validate that content renders correctly in XM Cloud | 5h | Software Development - QA Engineer |
Check content relationships and links2d Verify all content relationships and links are intact | 9h | Content Management Systems - Sitecore Developer |
Document content migration issues1d Document any issues found during content migration validation | 5h | Web Development - Web Content Manager |
Validate media asset accessibility1d Verify all media assets are accessible in XM Cloud | 8h | Content Management Systems - Sitecore Content Migration Specialist |
Code Migration1mo Phase 4: Migrate custom code, components, and integrations to XM Cloud | ||
Analyze XP Codebase1w Comprehensive analysis of existing XP codebase and components | ||
Review all custom solutions3d Review and document all custom Sitecore solutions | 24h | Content Management Systems - Sitecore Architect |
Identify MVC vs Web Forms components3d Categorize components as MVC or Web Forms | 9h | Content Management Systems - Sitecore Architect |
Catalog all custom renderings3d Catalog all custom renderings and their dependencies | 12h | Content Management Systems - Sitecore Developer |
Document all custom pipelines3d Document all custom pipelines and their usage | 8h | Content Management Systems - Sitecore Developer |
Identify XP-specific features to replace3d Identify XP-specific features that need replacement in XM Cloud | 9h | Content Management Systems - Sitecore Architect |
Map XP components to XM Cloud equivalents4d Create mapping between XP components and XM Cloud equivalents | 10h | Content Management Systems - Sitecore Architect |
Migrate Sitecore Solutions2w Migrate custom Sitecore solutions and code to XM Cloud | ||
Refactor MVC controllers to API controllers6d Refactor MVC controllers to headless API controllers | 48h | Content Management Systems - Sitecore Developer |
Convert renderings to headless components1w Convert Sitecore renderings to headless components | 12h | Content Management Systems - Sitecore Developer |
Migrate view models to content models1w Migrate view models to XM Cloud content models | 15h | Software Development - Software Engineer |
Update rendering configurations1w Update rendering configurations for XM Cloud | 28h | Content Management Systems - Sitecore Developer |
Migrate custom pipelines to XM Cloud1w Migrate custom pipelines and processors to XM Cloud | 15h | Content Management Systems - Sitecore Developer |
Update dependency injection configuration1w Update dependency injection configuration for XM Cloud | 19h | Content Management Systems - Sitecore Developer |
Refactor custom processors1w Refactor custom processors for XM Cloud compatibility | 56h | Content Management Systems - Sitecore Developer |
Update configuration files1w Update all configuration files for XM Cloud | 19h | Content Management Systems - Sitecore Developer |
Migrate Custom Components2w Migrate custom components and renderings to XM Cloud | ||
Convert Sitecore controls to React/Vue components1w Convert Sitecore controls to modern frontend components | 11h | Web Development - Front-end Developer |
Migrate custom field types1w Migrate custom field types to XM Cloud | 15h | Software Development - Software Engineer |
Update component data sources1w Update component data sources for XM Cloud | 56h | Content Management Systems - Sitecore Developer |
Migrate custom validators1w Migrate custom validators to XM Cloud | 10h | Content Management Systems - Sitecore Developer |
Update component styling and CSS1w Update component styling and CSS for XM Cloud | 56h | Content Management Systems - Sitecore Developer |
Update Integrations1w Migrate and update third-party integrations for XM Cloud | ||
Migrate third-party API integrations3d Migrate third-party API integrations to XM Cloud | 16h | Cloud Computing - Application Integration Specialist |
Update webhook configurations3d Update webhook configurations for XM Cloud | 24h | Content Management Systems - Sitecore Developer |
Migrate external service connectors3d Migrate external service connectors to XM Cloud | 16h | Cloud Computing - Application Integration Specialist |
Update authentication for integrations3d Update authentication mechanisms for integrations | 24h | Content Management Systems - Sitecore Developer |
Test integration connectivity3d Test connectivity and functionality of all integrations | 10h | Cloud Computing - Application Integration Specialist |
Validate integration error handling3d Validate error handling for all integrations | 16h | Content Management Systems - Sitecore Developer |
Document integration changes3d Document all integration changes and configurations | 8h | Cloud Computing - Application Integration Specialist |
Testing & Validation1mo Phase 5: Comprehensive testing including functional, performance, and UAT | ||
Functional Testing2w Comprehensive functional testing of migrated features | ||
Create comprehensive test plan2d Create comprehensive test plan for functional testing | 16h | Software Development - Test Automation Engineer |
Execute test cases for migrated features3d Execute all test cases for migrated features | 16h | Software Development - QA Engineer |
Test all migrated components5d Test functionality of all migrated components | 16h | Software Development - QA Engineer |
Validate content rendering and functionality5d Validate content rendering and functionality in XM Cloud | 40h | Content Management Systems - Sitecore Developer |
Test user workflows and interactions5d Test all user workflows and interactions | 13h | Software Development - QA Engineer |
Test content authoring workflows5d Test content authoring and editing workflows | 10h | Web Development - Web Content Manager |
Validate search functionality5d Validate search functionality in XM Cloud | 40h | Content Management Systems - Sitecore Developer |
Test navigation and routing5d Test navigation and routing functionality | 8h | Software Development - QA Engineer |
Validate form submissions5d Validate form submission and processing | 16h | Content Management Systems - Sitecore Developer |
Test authentication and authorization5d Test authentication and authorization mechanisms | 14h | Cloud Computing - Application Integration Specialist |
Execute cross-browser testing5d Execute cross-browser compatibility testing | 10h | Software Development - QA Engineer |
Test responsive design4d Test responsive design across different devices | 8h | Web Development - Front-end Developer |
Performance Testing2w Load, stress, and performance testing | ||
Setup performance testing tools1d Setup tools for performance testing | 6h | Content Management Systems - Sitecore Developer |
Conduct load testing3d Conduct load testing to identify capacity limits | 24h | Content Management Systems - Sitecore Developer Software Development - Performance Engineer |
Conduct stress testing3d Conduct stress testing to find breaking points | 24h | Content Management Systems - Sitecore Developer Software Development - Performance Engineer |
Analyze performance metrics3d Analyze performance metrics and identify bottlenecks | 9h | Content Management Systems - Sitecore Developer Database Management - Data Analyst +2 more |
Identify performance bottlenecks3d Identify and document performance bottlenecks | 10h | Content Management Systems - Sitecore Developer Content Management Systems - Sitecore Architect |
Optimize database queries3d Optimize database queries for better performance | 16h | Content Management Systems - Sitecore Developer |
Optimize API response times3d Optimize API endpoints for faster response times | 16h | Content Management Systems - Sitecore Developer |
Configure CDN caching rules3d Configure CDN caching rules for optimal performance | 4h | Content Management Systems - CMS Architect Content Management Systems - Sitecore Developer |
Validate caching strategies3d Validate caching strategies and effectiveness | 24h | Content Management Systems - Sitecore Developer |
Retest performance after optimizations3d Retest performance metrics after optimizations | 24h | Content Management Systems - Sitecore Developer |
User Acceptance Testing1w User acceptance testing with stakeholders | ||
Prepare UAT test scenarios2d Prepare user acceptance test scenarios | 6h | Content Management Systems - Content Strategist |
Conduct UAT sessions with stakeholders2d Conduct user acceptance testing sessions | 16h | Content Management Systems - Content Strategist Software Development - QA Engineer |
Collect UAT feedback2d Collect and document UAT feedback from stakeholders | 6h | Software Development - QA Engineer Content Management Systems - Content Strategist |
Prioritize UAT issues1d Prioritize issues identified during UAT | 3h | Content Management Systems - Sitecore Developer |
Address critical UAT issues1d Address critical issues identified in UAT | 10h | Software Development - QA Engineer |
Validate UAT issue resolutions Validate that UAT issues have been resolved | 3h | Content Management Systems - Sitecore Content Migration Specialist |
Deployment & Go-Live1mo Phase 6: Production deployment, go-live, and post-launch support | ||
Pre-Launch Preparation1w Final preparations before production deployment | ||
Create deployment runbook3d Create detailed deployment runbook with step-by-step procedures | 24h | Content Management Systems - Sitecore Architect Software Development - Software Engineer |
Prepare deployment checklist3d Prepare comprehensive deployment checklist | 32h | Content Management Systems - Sitecore Architect Software Development - Software Architect |
Setup production environment4d Setup and configure production environment | 32h | Content Management Systems - CMS Architect |
Configure production settings4d Configure all production environment settings | 12h | Content Management Systems - Sitecore Developer Software Development - Performance Engineer |
Setup production monitoring4d Setup production monitoring and alerting | 32h | Content Management Systems - Sitecore Developer |
Create backup procedures4d Create and test backup procedures | 8h | Cloud Computing - DevOps Engineer Content Management Systems - CMS Architect |
Training & Documentation2w Training sessions and documentation preparation | ||
Prepare training materials4d Prepare training materials for users | 32h | Content Management Systems - Content Strategist |
Conduct content author training3d Conduct training sessions for content authors | 10h | Web Development - Web Content Manager |
Conduct administrator training3d Conduct training sessions for administrators | 10h | Web Development - Web Content Manager |
Create user documentation4d Create user documentation and guides | 32h | Content Management Systems - Content Strategist Web Development - Web Content Manager |
Create technical documentation4d Create technical documentation for support team | 20h | Web Development - Web Content Manager Content Management Systems - Sitecore Architect |
Create troubleshooting guide4d Create troubleshooting guide for common issues | 10h | Web Development - Web Content Manager |
Go-Live Preparation4d Final go-live preparation and approvals | ||
Finalize rollback plan2d Finalize rollback plan and procedures | 8h | Cloud Computing - DevOps Engineer Content Management Systems - Sitecore Architect |
Conduct pre-launch review meeting2d Conduct final pre-launch review meeting | 6h | Software Development - Business Analyst |
Get go-live approval2d Obtain final go-live approval from stakeholders | 6h | Software Development - Business Analyst |
Schedule maintenance window1d Schedule maintenance window for deployment | 8h | Content Management Systems - Sitecore Architect |
Production Deployment1w Execute production deployment and initial monitoring | ||
Execute production deployment2d Execute production deployment following runbook | 64h | Content Management Systems - Sitecore Developer Software Development - Software Engineer |
Run smoke tests in production2d Execute smoke tests in production environment | 16h | Content Management Systems - Sitecore Developer |
Validate critical functionality2d Validate all critical functionality in production | 16h | Content Management Systems - Sitecore Developer |
Monitor system health3d Monitor system health and stability | 15h | Software Development - Software Engineer |
Monitor performance metrics3d Monitor performance metrics in production | 10h | Software Development - Software Engineer |
Monitor error logs3d Monitor error logs and address issues | 10h | Software Development - Software Engineer |
Post-Launch Support1w Post-launch support and project closure | ||
Setup support ticketing system1d Setup support ticketing system for post-launch issues | 10h | Content Management Systems - Sitecore Architect |
Address immediate post-launch issues3d Address immediate issues reported after launch | 20h | Software Development - Software Engineer |
Conduct daily standups4d Conduct daily standup meetings during post-launch period | 6h | Software Development - Business Analyst |
Document lessons learned2d Document lessons learned from migration project | 5h | IT Consulting - IT Project Manager |
Create post-launch report2d Create comprehensive post-launch report | 6h | Software Development - Business Analyst |
Conduct project retrospective2d Conduct project retrospective meeting | 5h | Software Development - Business Analyst |
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