T.H.
Hi M.,
We switched from crib to toddler bed 2 weeks ago and it's been great (he'll be 2 in July). He woke up from a nap on Saturday afternoon, we put his bed rail up (also a convertible crib) and that was that. We didn't do any "preparation", we just did it. It's been great. Also, before you spend money on a gate, you should see if he just stays in his bed/room. We used a monitor to hear if he was moving around or actually staying in bed and to our surprise he never even got out of bed. He just goes to sleep like usual.
Good luck!
T.