A ready-to-use AEM implementation project template with predefined phases, tasks, milestones, and effort estimates to plan, configure, develop, integrate, and launch scalable digital experiences using Adobe Experience Manager.
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| Phase/Task | Estimate | Assign To |
|---|---|---|
Project Initiation & Discovery4w Phase: Project Initiation & Discovery for AEM Implementation. Includes kickoff, stakeholder interviews, assessment and planning. | ||
Kickoff & Stakeholder Alignment3d Task: Kickoff & Stakeholder Alignment - project kickoff meeting and initial alignment. | ||
Schedule and run project kickoff meeting Sub-task: Schedule and run project kickoff meeting. Confirm attendees, agenda, and outcomes. | 6h | IT Consulting - IT Project Manager Software Development - Integration Specialist +1 more |
Confirm roles, RACI, and communication channels Sub-task: Confirm roles, RACI matrix, and communication channels with stakeholders. | 2h | Software Development - Integration Specialist IT Consulting - Product Owner +1 more |
Set up project workspace and tools Sub-task: Set up project workspace (e.g. Jira, Confluence) and shared drives. | 3h | Software Development - Integration Specialist IT Consulting - IT Project Manager |
Capture action items & risks1d Sub-task: Log initial actions, issues and risks from kickoff. | 3h | IT Consulting - IT Project Manager IT Consulting - Product Owner |
Define RACI & communications plan1d Sub-task: Define roles/responsibilities, comms cadence and channels. | 4h | IT Consulting - IT Project Manager IT Consulting - Product Owner |
Finalize agenda & objectives1d Sub-task: Finalize kickoff agenda, goals and success criteria. | 2h | IT Consulting - Product Owner IT Consulting - IT Project Manager |
Stakeholder interviews1w Task: Stakeholder interviews | ||
Identify key stakeholders and schedule interviews Sub-task: Identify key stakeholders (business, IT, content) and schedule interview sessions. | 3h | IT Consulting - IT Project Manager Software Development - Business Analyst |
Conduct stakeholder interviews Sub-task: Conduct stakeholder interviews (business, IT, content owners). | 8h | Software Development - Business Analyst IT Consulting - IT Project Manager +1 more |
Document pain points, goals, and success criteria Sub-task: Document pain points, goals, and success criteria from stakeholder input. | 5h | Software Development - Business Analyst |
Schedule interviews1d Sub-task: Build interview plan and schedule stakeholders. | 3h | Software Development - Business Analyst IT Consulting - IT Project Manager |
Conduct interviews1d Sub-task: Execute interviews, capture notes and recordings. | 3h | IT Consulting - IT Project Manager Software Development - Business Analyst +1 more |
Synthesize insights & pain points1d Sub-task: Analyze findings, define themes and problem statements. | 3h | IT Consulting - IT Project Manager Software Development - Business Analyst +1 more |
Requirements workshop & scope definition1w Task: Requirements workshop & scope definition | ||
Run requirements workshops with business and IT Sub-task: Run requirements workshops with business and IT stakeholders. | 15h | Software Development - Business Analyst IT Consulting - IT Project Manager +2 more |
Document functional requirements Sub-task: Document functional requirements (sites, components, integrations, authoring). | 14h | Software Development - Business Analyst Software Development - Integration Specialist |
Document non-functional requirements Sub-task: Document non-functional requirements (performance, security, availability). | 8h | Software Development - Business Analyst Software Development - Integration Specialist |
Define scope, assumptions, and constraints Sub-task: Define scope (in/out), assumptions, and constraints. | 3h | IT Consulting - IT Project Manager IT Consulting - Product Owner +1 more |
Prioritize backlog and obtain scope sign-off Sub-task: Prioritize backlog (e.g. MoSCoW) and obtain formal scope sign-off. | 5h | IT Consulting - Product Owner IT Consulting - IT Project Manager |
MVP scope and backlog3d Sub-task: Define MVP scope and seed the product backlog. | 11h | IT Consulting - Product Owner IT Consulting - IT Project Manager +1 more |
Draft use cases & NFRs3d Sub-task: Draft prioritized use cases and non-functional requirements. | 12h | Software Development - Business Analyst Software Development - Integration Specialist |
Sign-off3d Sub-task: Secure scope sign-off and baseline. | 4h | IT Consulting - IT Project Manager IT Consulting - Product Owner |
Environment & Current State Assessment6d Task: Environment & Current State Assessment | ||
Document current CMS, tools, and content landscape Sub-task: Document current CMS/tools and content landscape. | 3h | Software Development - Integration Specialist Software Development - Business Analyst |
Assess infrastructure, integrations, and dependencies Sub-task: Assess infrastructure, integrations, and dependencies. | 5h | Software Development - Integration Specialist Software Development - Business Analyst +1 more |
Produce current state assessment summary Sub-task: Produce current state assessment summary document. | 3h | IT Consulting - IT Project Manager Software Development - Business Analyst |
Integration inventory1d Sub-task: Catalog upstream/downstream integrations and SLAs. | 5h | Software Development - Integration Specialist |
Risk register1d Sub-task: Document risks, impacts and mitigations. | 4h | IT Consulting - IT Project Manager |
Access & environment audit1d Sub-task: Verify access, environments and configuration baselines. | 5h | IT Consulting - Systems Administrator |
Solution Design & Architecture3w Phase: Solution Design & Architecture for AEM Implementation. | ||
Solution Architecture Design4d Task: High-level solution architecture | ||
Define instance strategy and environments Sub-task: Define AEM instance strategy (author/publish, cloud/on-prem) and dev/test/prod environments. | 4h | Software Development - Integration Specialist IT Consulting - IT Project Manager |
Design site structure and content architecture Sub-task: Design site structure, template hierarchy, and content architecture (Sites, DAM, Forms). | 7h | Software Development - Integration Specialist Software Development - Business Analyst |
Design integration architecture Sub-task: Design integration architecture (APIs, SSO, DAM/CRM integrations, replication). | 3h | IT Consulting - IT Project Manager Software Development - Integration Specialist |
Produce solution architecture document Sub-task: Produce solution architecture document with diagrams and decisions. | 9h | Software Development - Integration Specialist IT Consulting - IT Project Manager |
Review & sign-off4d Sub-task: Architecture review board and sign-off. | 3h | Software Development - Integration Specialist IT Consulting - IT Project Manager +1 more |
Tech stack & patterns4d Sub-task: Define tech stack, frameworks and best practices. | 8h | Software Development - Integration Specialist Software Development - Business Analyst |
High-level architecture diagrams4d Sub-task: Produce C4 model and solution diagrams. | 3h | Software Development - Business Analyst Software Development - Integration Specialist |
Security & performance design review1d Task: Security & performance design review | ||
Security design review Sub-task: Security design review (auth, SSO, permissions, hardening). | 9h | IT Consulting - Systems Administrator Software Development - Integration Specialist |
Performance and scalability review Sub-task: Performance and scalability review (caching, CDN, dispatcher, load). | 8h | IT Consulting - Systems Administrator Software Development - Integration Specialist |
Document design review findings and sign-off Sub-task: Document design review findings and obtain sign-off. | 2h | Software Development - Integration Specialist IT Consulting - IT Project Manager |
Performance SLAs & capacity plan1d Sub-task: Define SLAs, workloads and capacity planning. | 5h | IT Consulting - Systems Administrator IT Consulting - IT Project Manager |
Threat model & security controls1d Sub-task: Perform threat modeling, define controls. | 3h | Software Development - Integration Specialist IT Consulting - Systems Administrator |
Architecture compliance review1d Sub-task: Review compliance to standards & reference arch. | 2h | IT Consulting - IT Project Manager Software Development - Integration Specialist |
Development & Configuration1mo Phase: Development & Configuration for AEM Implementation.
Scope (quantified): 1–2 sites, 12–15 page templates, 18–20 custom components, 5 integrations, 4–5 custom workflows. Size: M (Medium). Complexity: Medium (multi-site or multi-locale, several custom components and integrations, standard security/performance). Estimates are calibrated to this scope. | ||
Template creation & clientlibs2w Task: Template creation & clientlibs for page templates and client libraries. | ||
Create page templates and template types Sub-task: Create AEM page templates and template types per design. | 8h | Software Development - Integration Specialist |
Set up client libraries and front-end build Sub-task: Set up client libraries (JS/CSS) and front-end build (e.g. webpack/npm). | 6h | Software Development - Integration Specialist |
Configure editable templates and policies Sub-task: Configure editable templates and layout/policy definitions. | 5h | Software Development - Integration Specialist |
Define page templates & content policies2w Sub-task: Define templates, policies and content model. | 5h | IT Consulting - Systems Administrator Software Development - Integration Specialist |
Authoring guidelines2w Sub-task: Document authoring guidelines and standards. | 8h | Software Development - Integration Specialist IT Consulting - IT Project Manager |
Implement clientlibs & theming2w Sub-task: Implement client libraries, styles and themes. | 24h | Software Development - Integration Specialist IT Consulting - Systems Administrator |
Authoring & Component Development3w Task: Component development (core components, custom) | ||
Implement core and custom components Sub-task: Implement core components usage and custom HTL/Sling components. | 3h | Software Development - Integration Specialist |
Configure authoring dialogs and experience fragments Sub-task: Configure authoring dialogs, XF, and content fragments where needed. | 5h | Software Development - Integration Specialist |
Component testing and documentation Sub-task: Component testing and author documentation. | 5h | Software Development - Integration Specialist |
Unit tests & storybook docs3w Sub-task: Write unit tests and component documentation. | 10h | Software Development - Integration Specialist |
Dialogs, policies, Sling models3w Sub-task: Implement dialogs, content policies and Sling models. | 19h | Software Development - Integration Specialist IT Consulting - Systems Administrator |
Build core/custom components3w Sub-task: Implement core/custom components with Sling Models. | 8h | IT Consulting - Systems Administrator Software Development - Integration Specialist |
Backend & Integration Development3w Task: Integrations, services, connectors for AEM. | ||
Implement services and Sling models Sub-task: Implement backend services and Sling models. | 23h | Software Development - Integration Specialist |
Configure replication and workflows Sub-task: Configure replication and custom workflows as needed. | 5h | Software Development - Integration Specialist IT Consulting - Systems Administrator |
Implement integrations and connectors Sub-task: Implement integrations (APIs, SSO, DAM/CRM connectors). | 10h | Software Development - Integration Specialist |
API contracts & integration stubs3w Sub-task: Define API contracts and create integration stubs. | 20h | Software Development - Integration Specialist IT Consulting - IT Project Manager |
Error handling & retries3w Sub-task: Implement error handling, retries and logging. | 14h | Software Development - Integration Specialist |
Connector/services implementation3w Sub-task: Implement connectors and integration services. | 36h | Software Development - Integration Specialist IT Consulting - Systems Administrator |
Build & CI/CD4d Task: CI/CD pipelines, build automation for AEM delivery. | ||
Set up CI/CD pipelines for AEM Sub-task: Set up CI/CD pipelines (build, package, deploy to dev/test). | 7h | Software Development - Integration Specialist IT Consulting - Systems Administrator |
Configure build automation and artifact management Sub-task: Configure build automation and artifact management (Maven/Gradle, repo). | 11h | IT Consulting - Systems Administrator Software Development - Integration Specialist |
Document deployment runbooks Sub-task: Document deployment runbooks and environment promotion process. | 5h | IT Consulting - IT Project Manager IT Consulting - Systems Administrator |
Pipeline definitions (build/test/deploy)4d Sub-task: Define CI/CD pipelines for build/test/deploy. | 16h | IT Consulting - Systems Administrator Software Development - Integration Specialist |
Quality gates & code scanning4d Sub-task: Configure quality gates and static code analysis. | 4h | Software Development - Integration Specialist IT Consulting - Systems Administrator |
Environment promotion strategy4d Sub-task: Define promotion strategy across environments. | 6h | IT Consulting - Systems Administrator IT Consulting - IT Project Manager |
Content Migration & Authoring3w Phase: Content Migration & Authoring for AEM Implementation. | ||
Migration Planning4d Task: Content mapping, scripts & tooling for migration. | ||
Content inventory and mapping Sub-task: Content inventory and mapping from source to AEM structure. | 3h | IT Consulting - IT Project Manager |
Define migration scripts and tooling Sub-task: Define migration scripts and tooling (e.g. ACS AEM Commons, custom). | 3h | Software Development - Integration Specialist |
Migration runbook and rollback plan Sub-task: Migration runbook and rollback plan. | 3h | IT Consulting - IT Project Manager IT Consulting - Systems Administrator |
Dry-run plan4d Sub-task: Define dry-run and validation plan. | 3h | Software Development - Integration Specialist IT Consulting - IT Project Manager |
Migration tooling/scripts4d Sub-task: Build or configure migration scripts and tools. | 20h | Software Development - Integration Specialist IT Consulting - Systems Administrator |
Content inventory & mapping4d Sub-task: Inventory existing content and map to AEM. | 5h | Software Development - Integration Specialist IT Consulting - IT Project Manager |
Migration Execution4d Task: Run migrations and validate content. | ||
Run content migration to dev/test Sub-task: Run content migration to dev/test and validate. | 3h | Software Development - Integration Specialist |
Validate migrated content and fix issues Sub-task: Validate migrated content and fix issues. | 8h | Software Development - Integration Specialist |
Sign-off migrated content4d Sub-task: Business validation and sign-off of migrated content. | 8h | IT Consulting - IT Project Manager |
Execute ETL & validate4d Sub-task: Execute migration ETL and validate results. | 20h | Software Development - Integration Specialist IT Consulting - Systems Administrator |
Fix issues & re-run4d Sub-task: Address defects and rerun migrations. | 3h | IT Consulting - Systems Administrator Software Development - Integration Specialist |
Content Authoring & Training4d Task: Editorial training and create prioritized content. | ||
Editorial training for authors Sub-task: Editorial training for content authors on AEM. | 5h | IT Consulting - IT Project Manager |
Create prioritized content in author Sub-task: Create prioritized content in author environment. | 3h | Software Development - Integration Specialist |
Author training sessions4d Sub-task: Plan and conduct author training sessions. | 8h | Software Development - Integration Specialist IT Consulting - IT Project Manager |
Content governance checklist4d Sub-task: Establish content governance and review checklist. | 8h | IT Consulting - IT Project Manager |
Create prioritized content4d Sub-task: Author prioritized content for launch. | 15h | Software Development - Integration Specialist IT Consulting - IT Project Manager |
Testing & QA3w Phase: Testing & QA for AEM Implementation. | ||
Unit & Integration Testing4d Task: Developer unit tests & integration tests. | ||
Unit tests for components and services Sub-task: Unit tests for components and services. | 15h | Software Development - Integration Specialist |
Integration tests and API tests Sub-task: Integration tests and API tests. | 10h | Software Development - Integration Specialist |
Functional test execution and defect log Sub-task: Functional test execution and defect log. | 10h | Software Development - Integration Specialist IT Consulting - IT Project Manager |
Integration test data & harness4d Sub-task: Prepare data and harness for integration tests. | 12h | Software Development - Integration Specialist IT Consulting - Systems Administrator |
Regression suite4d Sub-task: Build regression suite and automation. | 15h | Software Development - Integration Specialist IT Consulting - Systems Administrator |
Unit test coverage baseline4d Sub-task: Establish unit test coverage baseline. | 3h | IT Consulting - Systems Administrator Software Development - Integration Specialist |
Performance & Security Testing4d Task: Load testing and security scans. | ||
Load and performance testing Sub-task: Load and performance testing (concurrent users, page load). | 5h | Software Development - Integration Specialist |
Security scans and penetration test Sub-task: Security scans and penetration test (if required). | 3h | Software Development - Integration Specialist |
Security scans & remediation4d Sub-task: Run security scans and remediate findings. | 5h | IT Consulting - Systems Administrator Software Development - Integration Specialist |
Execute performance tests4d Sub-task: Execute performance tests and collect metrics. | 15h | Software Development - Integration Specialist IT Consulting - Systems Administrator |
Load/perf test setup4d Sub-task: Setup load/performance test environment. | 8h | IT Consulting - Systems Administrator Software Development - Integration Specialist |
UAT & Bug Fixes4d Task: User acceptance testing cycles & fixes. | ||
UAT kickoff and test scenarios Sub-task: UAT kickoff and test scenarios with business users. | 5h | IT Consulting - IT Project Manager |
UAT execution and defect triage Sub-task: UAT execution and defect triage and fix. | 3h | Software Development - Integration Specialist |
UAT sign-off Sub-task: UAT sign-off and formal acceptance. | 5h | IT Consulting - IT Project Manager |
UAT plan & scenarios4d Sub-task: Prepare UAT plan, entry/exit criteria and scenarios. | 8h | IT Consulting - IT Project Manager Software Development - Integration Specialist |
UAT execution & defect triage4d Sub-task: Execute UAT, triage and track defects. | 10h | Software Development - Integration Specialist IT Consulting - IT Project Manager |
Fixes & re-test4d Sub-task: Implement fixes and re-test. | 20h | Software Development - Integration Specialist IT Consulting - IT Project Manager |
Deployment & Go‑Live3w Phase: Deployment & Go‑Live for AEM Implementation. | ||
Release Preparation4d Task: Release plan, rollback and dry-run. | ||
Release plan and go/no-go checklist Sub-task: Release plan and go/no-go checklist. | 10h | IT Consulting - IT Project Manager IT Consulting - Systems Administrator |
Rollback and dry-run Sub-task: Rollback plan and dry-run deployment. | 3h | IT Consulting - Systems Administrator |
Cutover plan & checklist4d Sub-task: Prepare detailed cutover plan and checklist. | 5h | IT Consulting - Systems Administrator IT Consulting - IT Project Manager |
Rollback plan4d Sub-task: Define rollback approach and validation steps. | 3h | IT Consulting - IT Project Manager IT Consulting - Systems Administrator |
Dry-run validation4d Sub-task: Perform dry-run and validate cutover steps. | 5h | Software Development - Integration Specialist IT Consulting - Systems Administrator |
Go‑Live Execution2d Task: Production deployment & smoke tests. | ||
Production deployment per runbook Sub-task: Production deployment per runbook (off-hours). | 3h | IT Consulting - Systems Administrator |
Smoke tests and critical path verification Sub-task: Smoke tests and critical path verification post-cutover. | 3h | Software Development - Integration Specialist |
Go/no-go sign-off2d Sub-task: Conduct go/no-go meeting and sign-off. | 5h | IT Consulting - IT Project Manager |
Deploy to production2d Sub-task: Execute production deployment. | 11h | IT Consulting - Systems Administrator Software Development - Integration Specialist |
Smoke tests & monitoring2d Sub-task: Perform smoke tests and enable monitoring. | 6h | IT Consulting - Systems Administrator Software Development - Integration Specialist |
Post‑Go‑Live Support & Close2w Phase: Post‑Go‑Live Support & Close for AEM Implementation. | ||
Hypercare1w Task: Monitor, rapid fixes and SLA actions post go-live. | ||
Monitor incidents and performance Sub-task: Monitor incidents and performance (dashboards, alerts). | 3h | IT Consulting - Systems Administrator |
Rapid fixes and SLA actions Sub-task: Rapid fixes and SLA actions post go-live. | 3h | Software Development - Integration Specialist |
Daily status reports1w Sub-task: Publish daily status and metrics. | 6h | IT Consulting - IT Project Manager |
Rapid fixes & patches1w Sub-task: Deliver rapid hotfixes and patches. | 20h | Software Development - Integration Specialist IT Consulting - Systems Administrator |
Monitor & triage1w Sub-task: Monitor production and triage issues. | 5h | Software Development - Integration Specialist IT Consulting - Systems Administrator |
Support Handoff4d Task: Handover to operations and support team. | ||
Handover documentation and runbooks Sub-task: Handover documentation and runbooks to operations. | 3h | IT Consulting - IT Project Manager IT Consulting - Systems Administrator |
Formal handover to support team Sub-task: Formal handover to support team (tickets, escalation). | 5h | IT Consulting - IT Project Manager |
Roles & access validation4d Sub-task: Validate roles, permissions and access. | 5h | IT Consulting - Systems Administrator |
Monitoring & alerts ownership transfer4d Sub-task: Transfer monitoring & alerting ownership. | 5h | IT Consulting - Systems Administrator |
Runbook & KT sessions4d Sub-task: Prepare runbook and conduct KT sessions. | 5h | IT Consulting - IT Project Manager IT Consulting - Systems Administrator |
Project Close & Retrospective4d Task: Lessons learned and final documentation. | ||
Lessons learned workshop Sub-task: Lessons learned workshop (retrospective). | 3h | IT Consulting - IT Project Manager |
Final report and metrics Sub-task: Final report and metrics (KPIs, adoption). | 5h | IT Consulting - IT Project Manager |
Formal project closure and archive Sub-task: Formal project closure and archive. | 3h | IT Consulting - IT Project Manager |
Lessons learned workshop4d Sub-task: Conduct lessons learned workshop. | 8h | IT Consulting - IT Project Manager Software Development - Integration Specialist |
Final documentation & archive4d Sub-task: Finalize docs and archive artifacts. | 3h | IT Consulting - Systems Administrator IT Consulting - IT Project Manager |
Formal closure & sign-off4d Sub-task: Formal project closure and sign-off. | 5h | IT Consulting - IT Project Manager |
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