Transitioning to a new platform can be very exciting and overwhelming for editors, especially those who may not have a technical background or expertise. When resources follow a one-size-fits-all approach, editors can be left feeling restricted and their content goals underserved with the new editorial experience. We will explore strategic documentation methods aimed at fostering scalable systems and workflows, discuss the power of feedback loops and how to create a training plan tailored to your organizational needs, starting in the project’s discovery phase. This session will include insights backed by examples from large-scale migration and multisite projects providing a reliable guide to navigating the process with confidence.