SharePoint Intake Planning for Content Migration

For intake of content to be migrated to SharePoint, the following are some good items to know when planning to migrate content from one location to another (could be one SharePoint environment to another or migrating content from a file share to SharePoint):

Content Name (Library/List/Share):

 

Current Location of content:

 

Type of SharePoint App (includes core apps to choose from such as: Document Library, Picture Library, List, Survey, Subsite):

 

Last Modified Date:

 

Site Metadata tags (applicable to only document libraries):

 

Notes:

 

Destination Location (full URL is ideal):

Searchable (Yes or No):

 

Content Owners/Owner access:

Content Members/Contributors:

 

Content Visitors/Read only access:

 

Date Migrated (To be used by SharePoint Administrators only):

 

SharePoint Administrator Notes:

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SharePoint Europe - Office 365 – SharePoint Online Instructor Guide

SharePoint Europe - Office 365 – SharePoint Online Instructor Guide https://www.sharepointeurope.com/office-365-sharepoint-online-instructor-guide-preview/

Microsoft Teams Planning

The following – aspects are key to consider and utilize when planning for Microsoft Teams which is a chat-based workspace included with several Office 365 plans:

1) Get the right people together - have the right mix of IT and business users

2) Prioritize your business scenarios - Know and plan what are the best business scenarios to be utilized

3) Complete technical planning - know how the environment should be architected as well as how to provision users

4) Conduct pilots and deploy teams - utilize what is believed to be the needed set-up and functionality with a targeted group of users

5) Measure usage, manage satisfaction, and drive adoption - review usage reports and see and understand what and why users are utilizing and then encourage use of needed functionality

Mutual Information Details for SharePoint

The following are mutual information details that vice-presidents and directors are interested in:

• Customer feedback - issue status & troubleshooting
• Active incidents - ongoing issues -  trends
• Upcoming activities - events requiring resources, space modifications or office moves, etc.
•  Respective office organization changes
• Feedback via communications:
• o    service desk notifications
• o    project notifications and updates
• o    additional or modified communication requests  

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Communication Details for SharePoint

The following are some points which vice-presidents and directors are interested in:

• Regular updates
• Issue trends – office-specific and firm-wide
• Budget alerts – related costs that will be charged
• Firm-wide projects having impact to daily operations
• One-off efforts, where applicable, having an impact to daily operations

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9:00A.M. Meeting Agenda for SharePoint

Purpose: The purpose of the 9a.m. update meeting is to share functional updates that will increase the overall effectiveness of the department.

Action Items: Be prepared to discuss the following items at 9:00am meetings.

a. Items that occurred in the last 24 hours that have impact.

b. A 2-3 minute daily update from a project management perspective from each invited individual.

c. What are the trends in the last 24-hours?

d. What issues are still outstanding?

e. What is happening in the next 24-48 hours?

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Managing SharePoint Top 12 Items

The following are some key traits to utilize when managing SharePoint:
1) Building a Team
2) Utilize a Project Methodology
3) Budgeting
4) Technical Architecture
5) Governance
6) Training
7) Change Control
8) Technical Roadmap – Yearly
9) Intake for Requests
10) On-going On-Boarding
11) On-going Changes
12) Handling Overall Growth

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