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.

• Start Here Guide — Provides a recommended workflow, stakeholder guidance, file descriptions, and implementation instructions.

• License and Use Terms — Explains permitted internal use, modification rights, and redistribution restrictions.

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

PRODUCT FORMAT

• Six editable Microsoft Word DOCX templates

• Two supporting PDF documents

• One downloadable ZIP package

• Instant digital delivery

• 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

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.

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