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
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)
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
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
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)
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
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