Comprehensive Guide to Phase F: Migration Planning in TOGAF ADM

Introduction

Phase F of the TOGAF Architecture Development Method (ADM) focuses on migration planning, which involves finalizing a detailed Implementation and Migration Plan to move from the Baseline to the Target Architectures. This phase ensures that the plan is coordinated with the enterprise’s overall change portfolio and that key stakeholders understand the business value and costs associated with the work packages and Transition Architectures.

Objectives and Steps

1. Finalize the Architecture Roadmap and the Supporting Implementation and Migration Plan

Objective: Ensure that the Architecture Roadmap and the supporting Implementation and Migration Plan are finalized and aligned with the enterprise’s change management approach.

Steps:

Ensure Coordination with Enterprise Change Portfolio: Align the Implementation and Migration Plan with the enterprise’s overall change portfolio to ensure consistency and coordination.
Understand Business Value and Cost: Ensure that key stakeholders understand the business value and cost of work packages and Transition Architectures.
Confirm Management Framework Interactions: Validate that the management framework interactions for the Implementation and Migration Plan are confirmed.
Assign Business Value: Assign a business value to each work package to prioritize and justify the investments.
Estimate Resource Requirements: Estimate the resource requirements, project timings, and availability/delivery vehicles needed for implementation.
Prioritize Migration Projects: Conduct a cost/benefit assessment and risk validation to prioritize the migration projects.
Confirm Architecture Roadmap: Finalize the Architecture Roadmap and update the Architecture Definition Document accordingly.
Complete Implementation and Migration Plan: Finalize the detailed Implementation and Migration Plan.
Document Lessons Learned: Complete the architecture development cycle and document any lessons learned for future reference.

Inputs and Outputs

Inputs

Architecture Reference Materials:
- Use architecture reference materials to guide the development of the migration plan.
Request for Architecture Work:
- The initial request that triggers the architecture development process.
Capability Assessment:
- An evaluation of the organization’s current capabilities.
Communications Plan:
- A plan for communicating the architecture vision and progress to stakeholders.
Organizational Model for Enterprise Architecture:
- The organizational structure and roles involved in the Enterprise Architecture.
Governance Models and Frameworks:
- Models and frameworks used for governance within the organization.
Tailored Architecture Framework:
- The customized architecture framework used for the project.
Statement of Architecture Work:
- The approved document that outlines the scope, objectives, and deliverables of the architecture project.
Architecture Vision:
- The comprehensive vision for the future state of the enterprise architecture.
Architecture Repository:
- Existing architecture documentation, including framework descriptions, architecture descriptions, and baseline descriptions.
Draft Architecture Definition Document:
- A preliminary document that may include baseline and/or target architectures of any architectural domain.
Draft Architecture Requirements Specification:
- Includes gap analysis results and relevant technical requirements.
Change Requests for Existing Business Programs and Projects:
- Requests for changes to existing business programs and projects.
Architecture Roadmap:
- The roadmap outlining the transition from the Baseline to the Target Architecture.
Capability Assessment:
- Includes business capability and IT capability assessments.
Implementation and Migration Plan Draft:
- A high-level implementation and migration strategy.

Outputs

Implementation and Migration Plan (Detailed):
- Includes:
  - Implementation and Migration Strategy
  - Project and portfolio breakdown of the implementation
  - Project charters (optional)
Finalized Architecture Definition Document:
- Includes:
  - Finalized Transition Architectures, if any
Finalized Architecture Requirements Specification:
- A detailed specification of the architecture requirements.
Finalized Architecture Roadmap:
- The final roadmap outlining the transition from the Baseline to the Target Architecture.
Re-usable Architecture Building Blocks (ABBs):
- Reusable components that can be used in future architecture development cycles.
Requests for Architecture Work for a New Iteration of the ADM Cycle (if any):
- Requests for new architecture work based on lessons learned and the need for further iterations.
Implementation Governance Model:
- A model for governing the implementation of the architecture.
Change Requests for the Architecture Capability Arising from Lessons Learned:
- Requests for changes to the architecture capability based on lessons learned during the migration planning phase.

Key Concepts

Implementation and Migration Plan: A detailed plan outlining the steps to transition from the Baseline to the Target Architecture.
Architecture Roadmap: A plan that outlines the steps to transition from the Baseline to the Target Architecture.
Transition Architectures: Intermediate architectures that provide continuous business value during the transition to the Target Architecture.
Business Value: The value assigned to each work package to prioritize and justify investments.
Resource Requirements: The resources needed for implementing the migration plan.
Cost/Benefit Assessment: An assessment of the costs and benefits of migration projects to prioritize them.

Conclusion

Phase F of the TOGAF ADM is critical for finalizing the migration plan and ensuring a smooth transition from the Baseline to the Target Architectures. By following the outlined steps and utilizing the necessary inputs, organizations can create a comprehensive Implementation and Migration Plan that aligns with business objectives and strategic initiatives. This phase ensures that the architecture is ready for implementation, addressing business goals, strategic drivers, and stakeholder concerns.