Hey, @rt1, @emsavage - welcome! I wish there were a single roadmap. It really depends on the platforms involved, your budget, and your goals for the community. Some big buckets to consider:
Structure and function. Are you happy with the way your community is currently organized? Are your members? Conduct a general member survey if you can, and recruit a trusted circle of all-stars to help you design this new community with your members’ input. If there are going to be any big changes, communicate early and often with your members so they feel enrolled in the process. Expect that not everyone will be pleased with your changes.
Design. If you’re not planning to alter the out-of-the-box design then you’re all set, but most brand communities require a certain amount of customization. Most platforms offer a certain amount of customization in terms of look and feel, but if you’re going to need a lot of customization it’s going to cost you. Be sure to spec this out before signing on with your chosen platform as it will be an additional spend on top of any one-time implementation fees.
Content. This is a great time to evaluate what content you want to keep and ditch the rest. Carefully curating the content you choose to migrate helps streamline the process while providing a more valuable search experience for members on the new platform.
Once you know what you’re taking with you, there are various ways this information gets ported over depending on the platform. It’s very, very hard to port over entire conversations in exactly the same format they used to appear. Be ready to make some concessions provided the content is still easily accessible.
Gamification. If you use gamification or have some other means of recognizing and rewarding regular contributors, how will you ensure that these members receive the same level of recognition on the new platform? No one likes their cheese moved! Be sure to communicate the new “rules” to these members so they know how they can continue to advance.
Where are you in the migration process? Are you considering it or actively in process? Which platform are you leaving and where are you landing?