New Software Rollout Checklist Template

Evaluate, test, and deploy new software with training and post-launch review.

This free it checklist template includes 6 tasks organized into 2 sections. Use it to streamline your new software rollout process.

Evaluation & Planning

  1. Evaluate and select software

    Research available options, compare features and pricing, and select the software that best fits organizational needs.

    • Selected Software (required)
    • License Type (required) — Options: Per User, Per Device, Site License, Enterprise Agreement
    • Estimated Number of Users (required)

  2. Security review

    Conduct a thorough security assessment of the software including data handling practices, compliance certifications, and vulnerability testing.

    • Security Checks Completed (required) — Options: Data Encryption Review, Compliance Certification (SOC 2, GDPR), Vulnerability Scan, Access Control Review, Third-Party Audit Report
    • Risk Assessment (required) — Options: Low Risk, Medium Risk, High Risk, Critical Risk

  3. Pilot testing with small group

    Roll out the software to a small pilot group to identify issues, gather feedback, and validate the deployment process before wider release.

    • Pilot Group Size (required)
    • Pilot Feedback Summary (required)

Deployment

  1. Create training materials

    Develop user guides, video tutorials, and FAQ documents to help employees learn the new software effectively.

    • Materials Created (required) — Options: User Guide, Video Tutorial, FAQ Document, Quick Reference Card, Live Training Session
    • Training Completion Deadline (required)

  2. Full deployment

    Deploy the software to all users across the organization. Ensure support channels are available for any issues during rollout.

    • Deployment Date (required)
    • Deployment Method (required) — Options: Automatic Push, Self-Service Install, Phased Rollout, Manual Installation

  3. Post-deployment review

    Review the deployment outcome, collect user feedback, and document any issues or improvements for future rollouts.

    • Issues Encountered
    • Overall Deployment Rating (required) — Options: Excellent, Good, Fair, Poor