---
title: Phase 1 - Assess and plan
description: You create an overall cloud adoption plan to guide your project team and confirm how the PingOne Advanced Identity Cloud services will be used.
component: pingoneaic
page_id: pingoneaic:planning:plan-identity-cloud-assess-and-plan
canonical_url: https://docs.pingidentity.com/pingoneaic/planning/plan-identity-cloud-assess-and-plan.html
keywords: ["Identity Cloud", "Deployment", "Planning"]
page_aliases: ["plan-deploy:plan.adoc"]
---

# Phase 1 - Assess and plan

You create an overall cloud adoption plan to guide your project team and confirm how the PingOne Advanced Identity Cloud services will be used.

The best practices for creating a cloud adoption plan focuses on speed, efficiency, and repeatability of the migration processes.

The actions to take in this phase are:

* Review the most impactful use cases for Phase 1.

* Analyze functional requirements based on the IAM Domain:

  * [Plan for data object modeling](plan-object-modeling.html)

  * [Journeys](../journeys/journeys.html)

  * [Application integration](../app-management/applications.html)

  * [Authorization](../am-authorization/preface.html)

  * [UI and Theming](../end-user/end-user-ux-options.html)

* Review any existing Ping Identity platform configurations and extensions for S2S.

* Understand your tenant setup:

  * [Start here](../getting-started/getting-started.html)

  * [Tenant administrator settings](../tenants/tenant-administrator-settings.html)

  * [Tenant environments](../tenants/environments-development-staging-production.html)

  * [Data residency](../tenants/environments-data-residency.html)

* Analyze non-functional requirements for availability, operations, and data and application migration strategy.

* Establish communication logistics such as instant messaging channels, documentation, and issues tracking.

* Define teams and milestones for project governance.

* If you are moving from self-managed PingAM and PingIDM products, [understand the functionality differences](plan-identity-cloud-functionality-differences.html).