SharePoint Migration Readiness Kit

Plan, assess, organize, and govern your SharePoint Online migration with a structured set of editable Microsoft Word templates.

The SharePoint Migration Readiness Kit helps IT leaders, Microsoft 365 administrators, project managers, governance teams, and business stakeholders document the decisions, risks, ownership, dependencies, and acceptance criteria needed before migration work begins.

What Is Included

• SharePoint Site Inventory Worksheet — Capture site details, accountable ownership, business purpose, sensitivity, usage, external sharing, customization concerns, content condition, and recommended migration disposition.

• Governance Gap Memo Template — Document ownership concerns, permission issues, records and retention considerations, business impacts, priorities, and corrective actions.

• Migration Wave Planner — Organize sites and workloads into practical migration waves based on readiness, complexity, business priority, dependencies, and go/no-go conditions.

• Risk and Dependency Register — Track migration risks, blockers, dependencies, decisions, mitigation actions, owners, due dates, and status.

• Readiness Scoring Guide — Evaluate representative workloads against ownership, permissions, content quality, external sharing, governance, dependencies, and migration complexity.

• Change Log and Final Customization Checklist — Manage version history, stakeholder reviews, organization-specific customization, approvals, and final release readiness.

Designed For

• SharePoint Server-to-SharePoint Online migrations

• Shared-drive-to-SharePoint planning

• Microsoft 365 governance teams

• IT project and program managers

• SharePoint administrators

• Records and information-management stakeholders

• Privacy, security, and compliance reviewers

• Consultants purchasing solely for their own organization's internal use

File Format

• Six editable Microsoft Word DOCX templates

• One README reference file (.txt)

• One downloadable ZIP package

• Instant digital delivery

The download is one ZIP archive containing seven files:

• PPS_01_SharePoint_Site_Inventory_Worksheet.docx

• PPS_02_Governance_Gap_Memo_Template.docx

• PPS_03_Migration_Wave_Planner.docx

• PPS_04_Risk_and_Dependency_Register.docx

• PPS_05_Readiness_Scoring_Guide.docx

• PPS_06_Change_Log_and_Final_Customization_Checklist.docx

• README_SharePoint_Migration_Readiness_Kit.txt

• No physical product will be shipped

Benefits

• Establish accountable site and business owners

• Identify governance and permission gaps earlier

• Organize workloads into manageable migration waves

• Track dependencies, blockers, and remediation actions

• Create documented readiness and go/no-go decisions

• Improve stakeholder coordination and migration planning

• Reduce avoidable surprises before production migration

Related Product

This kit covers pre-migration readiness. Governance work that continues after the move is covered by the PPS Governance and Readiness Toolkit Bundle ($399, a $644 individual value): six workbooks spanning the Microsoft 365 governance assessment, permissions and external sharing, site-owner accountability, RACI and decision rights, policy and SOP quality, and Copilot pilot tracking.

The bundle is a separate, complementary purchase. It does not include the SharePoint Migration Readiness Kit.

Important

This product provides editable planning and documentation templates. It does not perform automated discovery, migration, security assessment, records classification, legal analysis, or compliance validation.

Organizations must customize the templates and review their completed materials with appropriate internal technical, records, privacy, security, legal, compliance, and business stakeholders.

License: One purchasing organization may modify and use the files internally. Redistribution, resale, sublicensing, public posting, template-library inclusion, and consultant reuse across multiple clients are prohibited without a separate written license.

Digital Download Notice

This is a digital download. No physical product will be shipped. Microsoft Word or compatible word processing software is required to open and edit the templates.

Licensing and Permitted Use

Unless this product page states otherwise, PPS digital resources are licensed for internal use by the purchasing organization. Purchase does not transfer copyright or permit resale, redistribution, public posting, sublicensing, removal of ownership notices, or commercial reuse as a competing product or service. Templates should be reviewed and adapted to the organization’s environment, policies, requirements, and approval processes before implementation.

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