DESIGN Environment Management Plan The Environment Management Plan streamlines the migration of work between environments, ensuring consistency by identifying purposes, tasks, resources, and frequency. Defined Outcomes Purpose ❏ Resource Allocation: Clearly define and allocate resources such as The development environments that will be needed to build, test, and hardware, software licenses, and network infrastructure needed for release the solution vary from project to project depending on the size of the development, testing, and production environments. development team, customer needs, and deployment plans. Typically we ❏ Consistency: Ensure consistency across environments (development, have one or more development sandboxes, a staging sandbox to combine testing, staging, production) to minimize discrepancies and ensure code and support unit testing what's been developed together with others' accurate testing and deployment. ❏ Risk Mitigation: Identify and mitigate risks associated with code, and a test sandbox used by QA for formal testing. environment dependencies, configuration drift, and compatibility issues between different environments. A separate sandbox used for user testing is likely to be needed as ❏ Efficiency: Optimize resource utilization and minimize downtime by development becomes ready for hands-on use – sometimes during scheduling environment maintenance and updates during development, and nearly always following development for integrated non-critical times. testing and user acceptance testing. Another environment will also be ❏ Traceability: Maintain traceability and auditability of changes made Salesforce Adoption Dashboards needed in many cases to support training delivery. The full production to environments through version control and documentation. environment is typically very carefully controlled, with new work deployed to ❏ Compliance: Ensure compliance with organizational policies, security it only upon signoff. standards, and regulatory requirements across all environments. Environment Management Plan Template Best Practice Tools & Templates