CMS migration RFP template
An editable migration brief and a workbook for comparing vendor proposals and three-year costs. Free DOCX, PDF and XLSX files.
CMS templates and toolkits
Tools from our guides
Free to download or copy, with no sign-up. Each guide explains how to use its tool.
Pre-migration checklist for non-technical teams
What a content, marketing or project team prepares and decides before the technical work on a migration starts.
Checklist · in the article
CMS quote-comparison worksheet
For buyers comparing three quotes on the same three-year horizon and five cost lines. Totals recalculate as you type.
Worksheet · XLSX, 22 KB · Guide: CMS total cost of ownership
Requirements worksheet: Payload Enterprise or custom
For teams choosing between Payload Enterprise and a custom build: evidence, owners, costs and an acceptance check for each requirement.
Worksheet · table in the article
Astro CMS evaluation sheet
Five editorial tasks for editors and developers to run in each CMS on a shortlist for an Astro site.
Template · Markdown, 2 KB · Guide: Best CMS for Astro
EmDash evaluation sheet
For teams evaluating EmDash: sixteen checks to run with your own content, from install and preview to approval, permissions, translation, WordPress import and exit.
Template · Markdown, 4 KB · Review: EmDash CMS
CMS migration check example
For developers: a synthetic migration whose checks stop cutover on missing records, images, locales or redirects.
Example · ZIP, 42 KB · Guide: CMS migration tools
Checklist for changing your Payload agency
For owners of a working Payload site changing agency: the owner, evidence and output for each handover item.
Checklist · table in the article
PHP upgrade acceptance matrix
For website owners, developers and hosts planning a PHP upgrade: record compatibility evidence, test journeys, owners and unresolved issues before release.
Worksheet · table in the article
PHP remediation and handover checklist
Records a PHP fix, its checks, any separate security assessment and the handover between business owner, host and agency. It asks for evidence and has no field for passwords or other secrets.
Checklist · TXT, 2 KB · Guide: PHP website maintenance