This Google Docs template plans an ERP rollout for finance and operations leads, one module at a time. It opens with the module order and the go-live date, then moves through five phases, with a task list that gives every task a named owner and a due date. Data migration gates, parallel running, training and go-live each have their own page, so the sponsor can read the gates while the team works the tasks.

The sample follows Foxhollow Works, a manufacturer moving four finance modules to an ERP for 1,200 users across four sites. Every figure is fictional sample data: 99% data accuracy, waves of 15 to 35 percent of users, two parallel closes and an 85% adoption target. Replace the sites, modules, owners and dates with your own, keep each gate a yes or no question, and check that totals still add up.