Fill online: Transition services schedule and migration tracker

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Your details

Name of the Seller

Name of the Buyer

Date of this Agreement

Closing Date

Long-Stop Date

Tracker version number

Date of this tracker update

Seller's TSA Manager, with e-mail and mobile

Buyer's TSA Manager, with e-mail and mobile

FIN-01 owners

FIN-01 end date

Green / Amber / Red / Migrated (1)

FIN-02 owners

FIN-02 end date

Green / Amber / Red / Migrated (2)

FIN-03 owners

FIN-03 end date

Green / Amber / Red / Migrated (3)

FIN-04 owners

FIN-04 end date

Green / Amber / Red / Migrated (4)

FIN-05 owners

FIN-05 end date

Green / Amber / Red / Migrated (5)

PAY-01 owners

PAY-01 end date

Green / Amber / Red / Migrated (6)

PAY-02 owners

PAY-02 end date

Green / Amber / Red / Migrated (7)

IT-01 owners

IT-01 end date

Green / Amber / Red / Migrated (8)

IT-02 owners

IT-02 end date

Green / Amber / Red / Migrated (9)

IT-03 owners

IT-03 end date

Green / Amber / Red / Migrated (10)

IT-04 owners

IT-04 end date

Green / Amber / Red / Migrated (11)

IT-05 owners

IT-05 end date

Green / Amber / Red / Migrated (12)

IT-06 owners

IT-06 end date

Green / Amber / Red / Migrated (13)

HR-01 owners

HR-01 end date

Green / Amber / Red / Migrated (14)

HR-02 owners

HR-02 end date

Green / Amber / Red / Migrated (15)

PRM-01 owners

PRM-01 end date

Green / Amber / Red / Migrated (16)

WH-01 owners

WH-01 end date

Green / Amber / Red / Migrated (17)

CS-01 owners

CS-01 end date

Green / Amber / Red / Migrated (18)

CS-02 owners

CS-02 end date

Green / Amber / Red / Migrated (19)

Target date for M2

Milestone G1 actual date

On track / At risk / Late / Done (1)

Target date for M3

Milestone G2 actual date

On track / At risk / Late / Done (2)

Target date for M1

Milestone 1 actual date

On track / At risk / Late / Done (3)

Milestone 2 target date

Milestone 2 actual date

On track / At risk / Late / Done (4)

Milestone 3 target date

Milestone 3 actual date

On track / At risk / Late / Done (5)

Milestone 4 target date

Milestone 4 actual date

On track / At risk / Late / Done (6)

Milestone 5 target date

Milestone 5 actual date

On track / At risk / Late / Done (7)

Milestone 6 target date

Milestone 6 actual date

On track / At risk / Late / Done (8)

Milestone 7 target date

Milestone 7 actual date

On track / At risk / Late / Done (9)

Target date for M5

Milestone 8 actual date

On track / At risk / Late / Done (10)

Target date for M4

Milestone 9 actual date

On track / At risk / Late / Done (11)

Milestone 10 target date

Milestone 10 actual date

On track / At risk / Late / Done (12)

Milestone 11 target date

Milestone 11 actual date

On track / At risk / Late / Done (13)

Target date for M6

Milestone 12 actual date

On track / At risk / Late / Done (14)

Milestone 13 target date

Milestone 13 actual date

On track / At risk / Late / Done (15)

Milestone 14 target date

Milestone 14 actual date

On track / At risk / Late / Done (16)

Milestone 15 target date

Milestone 15 actual date

On track / At risk / Late / Done (17)

Target date for M8

Milestone 16 actual date

On track / At risk / Late / Done (18)

Target date for M7

Milestone 17 actual date

On track / At risk / Late / Done (19)

Target date for M9

Milestone 18 actual date

On track / At risk / Late / Done (20)

ERP vendor

Requested / Granted / Refused / Not needed (1)

ERP consent cost and bearer

ERP fallback trigger date

Productivity software vendor

Requested / Granted / Refused / Not needed (2)

E-mail consent cost and bearer

CRM vendor

Requested / Granted / Refused / Not needed (3)

CRM consent cost and bearer

CRM fallback trigger date

Payroll software vendor

Requested / Granted / Refused / Not needed (4)

Payroll consent cost and bearer

Landlord of shared premises

Requested / Granted / Refused / Not needed (5)

Premises consent cost and bearer

Relocation deadline date

Landlord or insurer of the warehouse

Requested / Granted / Refused / Not needed (6)

Warehouse consent cost and bearer

Insurer

Requested / Granted / Refused / Not needed (7)

Insurance consent cost and bearer

Issue 1

Issue 1 services

Issue 1 date raised

Owner of issue 1

Action on issue 1

Due date for issue 1

Open / Closed / Escalated (1)

Issue 2

Issue 2 services

Issue 2 date raised

Owner of issue 2

Action on issue 2

Due date for issue 2

Open / Closed / Escalated (2)

Date CN-01 signed

Service for CN-01

Change made by CN-01

Charge effect of CN-01

Yes / No (1)

Signatories of CN-01

Date CN-02 signed

Service for CN-02

Change made by CN-02

Charge effect of CN-02

Yes / No (2)

Signatories of CN-02

Yes / No (3)

Yes / No (4)

Yes / No (5)

Yes / No (6)

Yes / No (7)

Yes / No (8)

Yes / No (9)

Yes / No (10)

Name of the Seller's TSA Manager

Name of the Buyer's TSA Manager

The working copy of Schedules 1, 4 and 5 of the catalogue's "Transition services agreement, seller to buyer after a business transfer or share sale", with the same service IDs. The TSA Managers update one shared version weekly and table it at each Steering Committee. A change shown here binds only once a signed change note is logged in Part 5.

TRANSITION SERVICES SCHEDULE AND MIGRATION TRACKER

Seller: [Name of the Seller] · Buyer: [Name of the Buyer]
Transition services agreement dated: [Date of this Agreement] · Closing Date: [Closing Date] · Long-Stop Date: [Long-Stop Date]
Tracker version: [tracker version number] · Position as at: [date of this tracker update]
Seller's TSA Manager: [Seller's TSA Manager, with e-mail and mobile] · Buyer's TSA Manager: [Buyer's TSA Manager, with e-mail and mobile]

Status key. Green: on track. Amber: a milestone or dependency at risk, recovery plan in place. Red: end date will be missed without extension or escalation. Migrated: cut-over done and exit accepted.

Part 1: Service register by function

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