aws migration checklist · 2026 · phase by phase

The AWS migration checklist: every box to tick, start to finish.

Three phases. Build the foundation once (discovery, dependency map, cost model, landing zone, accounts, security baseline). Then repeat a nine-step loop for every wave of workloads, with the rollback written first. Then clean up: right-size, shut the old environment down, and hand over. Each item below has an exit criterion so "done" means something.

phases
3
foundation items
7
per-wave steps
9
TL;DR
  • Pre-migration (once): discovery, dependency mapping, a cost model, the funding question, a landing zone, an account structure and a security baseline. Per wave (repeat): assess, design, infrastructure as code, data sync, test cutover, validate, cut over, move DNS, with a rollback plan written before you start. Post-migration: optimise, right-size, decommission the source, hand over.
  • The two steps teams skip most: dependency mapping (the undocumented integration that breaks at cutover) and decommissioning the source (the old environment that keeps billing for months).
  • A vetted AWS partner can run the whole checklist. If the migration qualifies, your matched partner can file MAP funding: typically $50K to $150K for startups. Depends on the workload; AWS approves.
how to read this

IHow the checklist works: waves, owners, exit criteria

A migration is a series of waves. You group applications by how tightly they are coupled, move one wave end to end, validate it in production, then start the next. Low-dependency systems go first; critical systems go last.

Treat each item as a checkbox with an owner and an exit criterion. "Done" means a named person signed off against a defined condition, not "we talked about it". The grid at the end collapses everything into a phase, task and owner table you can paste into a tracker.

phase 1: the foundation

IIPre-migration: seven items you build once

Nothing moves until these are done. They are sequenced: discovery feeds the dependency map, which feeds the cost model and the funding question; the landing zone, accounts and security baseline are what every wave lands into.

  • 1. Discovery: Inventory every server, container, database and data store, with real utilisation (p95, not average), versions, ports and several weeks of network-connection data. AWS Migration Hub and Application Discovery Service closed to new customers on November 7, 2025; AWS now points to AWS Transform. Exit: a reconciled inventory with a 7 Rs decision per asset.
  • 2. Dependency mapping: Build a graph of which service talks to which, on which port, and how often. It surfaces the cron job writing to production and the internal API three teams use. Tightly coupled systems move in the same wave. Exit: a signed-off wave plan with no "we will figure it out at cutover" unknowns.
  • 3. Cost model: Compare today's run-rate (hardware, hosting, licences, ops time) with the projected AWS bill, sized to real p95 usage. Include the parallel-run period, data transfer and backups. Migration Evaluator builds a business case at no cost. Exit: a projected monthly AWS spend the business agrees with.
  • 4. Funding question: MAP (Assess, Mobilize, Migrate and Modernize) is filed by an AWS partner. If the migration qualifies and AWS approves, startups typically see $50K to $150K. Depends on the workload; AWS approves. Exit: a clear yes or no from your partner on whether MAP applies, before you commit dates.
  • 5. Landing zone: A governed multi-account setup (AWS Control Tower over Organizations), with VPCs across Availability Zones, a Transit Gateway if needed, central logging, and a VPN or Direct Connect link back to the source for the migration period. Exit: core accounts deployed from code, hybrid link tested.
  • 6. Account structure: Separate accounts per environment and workload, grouped into OUs with Service Control Policies; IAM Identity Center for access; a tagging standard (owner, environment, cost centre, wave). Exit: an account map agreed with security and finance, and tags published.
  • 7. Security baseline: CloudTrail organisation trail, AWS Config, GuardDuty and Security Hub across the organisation, encryption by default, no long-lived keys. Encode it as guardrails so member accounts cannot switch it off. Exit: controls live and verified in Security Hub before the first workload lands.
phase 2: the repeating loop

IIIPer wave: nine steps for every batch of workloads

Run these in order for each wave. Do not advance until the current step's exit criterion is met, and do not cut over wave N+1 until wave N is validated in production. The rollback plan is listed last but written first.

  • 1. Wave assessment: Confirm the 7 Rs decision per application now that you know more (a "rehost" often becomes "replatform" when the managed equivalent is little extra work). Exit: cutover and rollback windows agreed with the business owner.
  • 2. Target design: Per workload: EC2 sized to p95 for rehosts; ECS or EKS for containers (ECS Express Mode for simple web services; App Runner closed to new customers on April 30, 2026); RDS or Aurora for databases; SQS, ElastiCache and so on. Exit: a target diagram reviewed against the AWS Well-Architected pillars.
  • 3. Infrastructure as code: Terraform, CloudFormation or CDK, never console clicks, so test and production are identical. Exit: the wave's infrastructure provisioned in non-prod from reviewed code, with a clean destroy and re-apply.
  • 4. Data sync: MGN for whole servers, DMS for databases (plus the Schema Conversion Tool for engine changes), DataSync for files. Bulk copy first, then stream changes where the source allows it. Exit: replication caught up and an integrity check (row counts or checksums) passed.
  • 5. Test cutover: Launch test instances in an isolated subnet without touching the source, run the full test suite, and write a timed cutover runbook from the test run. Exit: tests pass on AWS and the runbook exists.
  • 6. Validation criteria: Define "working" in advance: functional correctness, performance within SLO, data integrity, every dependency from the map responding, security baseline inherited, alarms firing. Exit: a pass or fail checklist with a named decision owner.
  • 7. Production cutover: Freeze writes on the source, let replication flush, check integrity, launch on AWS, validate, take traffic. Exit: live on AWS with the source still intact (do not decommission yet).
  • 8. DNS cutover: Lower TTLs a day or two before, then shift traffic with Route 53 weighted records (10%, 50%, 100%) while watching error rates. Exit: traffic on AWS, error rates healthy, TTLs restored.
  • 9. Rollback plan: Written before the cutover starts. Define the point of no return (when AWS accepts writes the source has not seen) and the procedure on each side of it. Exit: an owner-assigned rollback runbook. No rollback plan, no cutover.
the loop in one line

For each wave: assess, design, code, sync, test, validate, cut over, move DNS, with the rollback ready throughout. Validate wave N in production before wave N+1.

reference

IVWhich AWS tool for which move

Picking the wrong data-sync tool quietly costs a week. This maps what you are moving to the AWS service that moves it.

migration tooling by source · 2026
What you are movingAWS toolHow it worksWhere it bites
Whole servers (rehost)Application Migration Service (MGN)Agent-based continuous replication plus test launchesAgent access; bandwidth for the first sync
Same-engine databaseDMSFull load, then change data capture where the source allows itLarge objects; long transactions at cutover
Cross-engine databaseDMS plus Schema Conversion ToolConvert schema, then load and syncStored procedures and triggers need manual work
Files, NAS, objectsDataSyncParallel, scheduled, verified transferThroughput tuning; permission mapping
SFTP feedsTransfer FamilyManaged SFTP or FTPS into S3Re-pointing partners to the new endpoint
Discovery and planningAWS TransformAgentic discovery, planning and modernisationOnly as good as the inventory you feed it
Cross-engine database moves are consistently the longest step in any wave. Budget for them.
phase 3: the cleanup that pays

VPost-migration: optimise, right-size, decommission, hand over

The migration is done when the source is off, the bill is optimised, and your team can run the platform without the partner. Two of these items decide whether the migration saves money or just moves the spend.

  • 1. Optimise and modernise: After a soak period, move steady compute to Graviton where it fits, containerise where it cuts ops load, swap self-managed parts for managed services. Exit: a prioritised modernisation backlog.
  • 2. Right-size: Use Compute Optimizer and Cost Explorer recommendations, then commit the steady baseline with Savings Plans (AWS says up to 72% off On-Demand) and switch non-prod off out of hours. Exit: right-sizing applied and a monthly cost review in the calendar.
  • 3. Decommission the source: Once the workload has soaked long enough to trust, confirm no stray traffic, take a final archival snapshot, power off or terminate the old resources and cancel contracts. Until then you pay twice. Exit: source off and the parallel-run cost gone from the bill.
  • 4. Knowledge transfer: Runbooks, IaC repos, diagrams, monitoring and on-call setup handed over, and an incident drill run on the new platform. Exit: your team has shipped a change and handled a drill without the partner.
who runs it, who funds it

VIWho runs this checklist, and who can fund it

This is weeks to months of work, with judgment calls that go wrong when improvised.

CloudRoute matches you with one vetted AWS partner chosen for your source (Heroku, GCP, Azure, on-premises, Oracle, SAP) and your stack. The partner runs the execution rows; your team owns the sign-offs (windows, acceptance, go or no-go, decommission approval).

Partner-filed funding: AWS says MAP helps offset initial migration costs. Your matched partner files it when the migration qualifies and AWS approves. For startups this is typically $50K to $150K. Depends on the workload; AWS approves. Smaller moves may not qualify; the partner tells you before you commit.

CloudRoute is free for startups. Partners pay CloudRoute a monthly membership plus 10% of AWS-approved funding.

Who files it
FundingWho files itAmountWhen it fits
Migration Acceleration Program (MAP)Your matched AWS partner$50K to $150K for startups. Depends on the workload; AWS approves.You are not on AWS yet and want to migrate.
Proof of concept (POC) fundingYour matched AWS partner$50K to $150K for startups. Depends on the workload; AWS approves.You want to test something, whether or not you are on AWS today.
Incremental workload (IW) fundingYour matched AWS partner$50K to $150K for startups. Depends on the workload; AWS approves.You are already on AWS and are launching new work: a new AI feature, a new customer or a new contract.
AWS Activate FoundersFounder applies$1,000 to start, up to $5,000Self-funded startups with no investor or accelerator behind them.
AWS Activate PortfolioFounder appliesup to $200,000Startups backed by a VC firm, accelerator or angel investor that is an AWS Activate Provider.
AWS Credits for AI StartupsInvite only (AWS account manager)$200,000 or more, by invitationAI startups ready to scale after Activate Portfolio, invited by AWS.
Facts checked on October 10, 2026. AWS decides every application.
the checklist as a grid

Phase, tasks and owner: paste this into your tracker

"Owner" is the role accountable for the step. On a partner-run engagement the partner executes and your team signs off.

PhaseKey tasksOwner
Pre: discoveryInventory; utilisation; network data; 7 Rs per assetPartner (you confirm scope)
Pre: dependency mapDependency graph; waves; no cross-wave unknownsPartner and app owners
Pre: cost modelCurrent vs AWS run-rate; parallel run; data transferPartner and finance
Pre: fundingDoes MAP apply? Partner files if it qualifiesPartner
Pre: landing zoneControl Tower; core accounts; network; hybrid linkPartner (you review security)
Pre: accountsOUs; SCPs; Identity Center; taggingPartner, security, finance
Pre: security baselineCloudTrail, Config, GuardDuty, Security Hub; encryptionPartner (you sign off compliance)
Wave: assess and design7 Rs per app; target architecture; Well-Architected reviewPartner and business owner
Wave: IaC and syncCode in non-prod; MGN, DMS, DataSync; integrity checkPartner
Wave: test and validateTest cutover; runbook; acceptance criteriaPartner and you (decision owner)
Wave: cutover and DNSFreeze, flush, launch, validate; weighted DNS shiftPartner and you (go or no-go)
Wave: rollbackPoint of no return; triggers; procedurePartner and you (sign-off)
Post: optimise and right-sizeGraviton; managed services; Savings Plans; non-prod schedulesPartner and finance
Post: decommissionConfirm idle; archive; power off; cancel contractsYou (approve) and partner
Post: handoverRunbooks; IaC; drillPartner to you
The partner runs execution; your team owns sign-offs. That split keeps a migration fast and accountable.
foundation looks like a lot of work?
It is. Have a partner who has run it before do it for you.
Get matched free with a vetted AWS partner who can file it
how a match works

How a match works (example)

  1. You tell us about the work

    You fill in a short form: what you run today, what you want to move, test or build, your stage and your region.

  2. We pick one partner

    We read your answers and pick one vetted AWS consulting partner that fits the work, the stack and the region. We reply within 24 hours; your matched partner reaches out within 5 business days.

  3. The partner checks MAP funding

    Your matched partner scopes the migration with you. Then it checks whether the move qualifies for MAP (Migration Acceleration Program) funding. MAP is for teams that are not on AWS yet.

  4. The partner files, AWS decides

    If the work qualifies, the partner files the funding request with AWS. AWS reviews it and decides. The amount depends on the workload.

  5. You pay nothing

    CloudRoute is free for startups. Partners pay CloudRoute a monthly membership plus 10% of AWS-approved funding.

AWS Activate credits are separate, and you apply for them yourself. Use Activate Founders if no investor backs you. Use Activate Portfolio with the Org ID or invite from your VC, accelerator, incubator or angel group if it is an Activate Provider. A consulting partner cannot apply for Activate on your behalf.

faq

Common questions

What are the phases of an AWS migration checklist?
Three. Pre-migration (once): discovery, dependency mapping, cost model, funding, landing zone, account structure, security baseline. Per wave (repeat): assess, design, infrastructure as code, data sync, test cutover, validate, cut over, move DNS, with a rollback plan written first. Post-migration: optimise, right-size, decommission the source, hand over.
What is the most commonly skipped step?
Two tie. Dependency mapping, because teams migrate from the architecture diagram instead of real network data and break an undocumented integration at cutover. And decommissioning the source, because the old environment keeps billing for months after "the migration is done".
Which AWS tools do I use in 2026?
MGN for whole servers, DMS for databases (with the Schema Conversion Tool for engine changes), DataSync for files, Transfer Family for SFTP feeds, and AWS Transform for discovery and planning. Migration Hub and Application Discovery Service closed to new customers on November 7, 2025.
Why migrate in waves?
A single big cutover puts all the risk in one night. Waves let you move low-dependency systems first, prove the landing zone and the runbook, and move critical systems last. The dependency map defines the waves, so tightly coupled systems move together.
Do I need a rollback plan for a small workload?
Yes. No rollback plan, no cutover. With the source intact and low DNS TTLs, rollback is usually shifting Route 53 weights back. The key detail is the point of no return: once AWS accepts writes the source has not seen, switching back needs a plan made in advance.
Can AWS fund the migration?
Through partner-filed funding. Your matched AWS partner can file MAP funding when the migration qualifies and AWS approves. For startups this is typically $50K to $150K. Depends on the workload; AWS approves. Smaller moves may not qualify.
What does CloudRoute charge?
Nothing to startups. CloudRoute matches you with one vetted AWS partner who runs the checklist. Partners pay CloudRoute a monthly membership plus 10% of AWS-approved funding.

Want a vetted partner to run this whole checklist?

CloudRoute matches you with one vetted AWS partner who runs discovery, the landing zone, every wave's cutover and rollback, and the decommission, and files MAP funding when the migration qualifies and AWS approves. CloudRoute is free for startups.

we reply within24 hours
partner-filed funding$50K to $150K
CloudRoute fee for startups$0