Planning Worksheets for SharePoint 2010 and SharePoint 2013

The following downloads are worksheets designed to help plan aspects of a SharePoint 2010 or a SharePoint 2013 implementation, and at the same time ensure that decisions in the design are captured.So, you should use these in conjunction with the development of the following documents:

1: SharePoint User Requirements – these define SharePoint collaborative environments for the users based on their requirements, and provides a fundamental understanding of interconnected tools and applications the organization uses in conjunction with the platform. SharePoint User Requirements also identify where content should be consolidated, reduce and improve data management; reduce duplication and boost productivity as defined by the clients’ vision of SharePoint.

2: SharePoint System Specification (also known as SharePoint Solution Specification) – expands the User Requirements, Planning and Decisions concerning SharePoint as technical requirements. The system specification is a clear, complete and unambiguous set of documentation, describing the SharePoint for the organization in terms of its function, performance, interfaces and design constraints.

The below is divided as follows:

Area – Specific SharePoint area
Link – where the document can be downloaded from
Type – the kind of information captured and which document is more associated with its output. UR = User Requirements, SS = System Specifications

Where it helps – describes the context and areas of SharePoint design gathering these documents can be used. Note that I have also indicated whether the worksheet is for SharePoint 2010 or SharePoint 2013.

Area	Link	Plan Type	Where it helps
Backup and Recovery	http://go.microsoft.com/fwlink/?LinkID=184385	Planning SS	SharePoint 2010. Help you plan strategies for backup and recovery.
Content deployment	http://go.microsoft.com/fwlink/?LinkID=167835	Content Deployment SS	SharePoint 2010 / 2013. .Plan the export and import servers in the farms in your content deployment topology, and to plan the content deployment paths and jobs.
Document management	http://go.microsoft.com/fwlink/?LinkID=165871	Stakeholders UR	SharePoint 2010 / 2013. .Identify document management planning stakeholders and record document management practices.
Document management	http://go.microsoft.com/fwlink/?LinkID=165873	Usage UR	SharePoint 2010 / 2013. Record information gathered when analyzing document usage.
Document management	http://go.microsoft.com/fwlink/?LinkID=165874	Document Libraries UR	SharePoint 2010 / 2013. Plan libraries based on sites and on document types.
Document management	http://go.microsoft.com/fwlink/?LinkID=165883	Policy UR	SharePoint 2010 / 2013. Plan information management policies for content types.
Managed metadata	http://go.microsoft.com/fwlink/?LinkId=163486	Term Sets UR	SharePoint 2010 / 2013. Determine basic taxonomy, including term, usage, owner, and group.
Managed metadata	http://go.microsoft.com/fwlink/?LinkId=163487	Term Sets UR	SharePoint 2010 / 2013. .Determine taxonomy including detailed identifying characteristics such as measurements.
Managed metadata	http://go.microsoft.com/fwlink/?LinkId=164578	Managed Metadata Service UR / SS	SharePoint 2010 / 2013. .Plan to share metadata information using managed metadata services and connections.
Metadata-based routing and storage planning	http://go.microsoft.com/fwlink/?LinkId=189018&clcid=0x409	Content Organizer Settings SS	SharePoint 2010 / 2013. .Determine and record how the content organizer settings in your site can be an effective part of your metadata-based content routing and storage solution.
Metadata-based routing and storage planning	http://go.microsoft.com/fwlink/?LinkId=189019&clcid=0x409	Content Organizer Rule SS	SharePoint 2010 / 2013. .Plan rules that will be an effective part of your metadata-based routing and storage solution.
Prepare for upgrade	http://go.microsoft.com/fwlink/?LinkId=179928	Upgrade SS	SharePoint 2010.Record information about your environment while you prepare for upgrade.
Records management	http://go.microsoft.com/fwlink/?LinkId=185011	In Place Records UR	SharePoint 2010.Identify record types and content types to be stored in normal document libraries.
Sites and site collections, Navigation, Themes	http://go.microsoft.com/fwlink/?LinkID=167837	Site UR / SS	SharePoint 2010.Plan top level site collections and sites, and record decisions about site themes and navigation.
Backup and Recovery	http://go.microsoft.com/fwlink/p/?LinkId=256660	Planning SS	SharePoint 2013. Help you plan strategies for backup and recovery.
Service Deployment	http://go.microsoft.com/fwlink/p/?LinkId=256658	Planning SS	SharePoint 2013: Plan for an indicate the services that will run on farm servers
Prepare for upgrade	http://go.microsoft.com/fwlink/p/LinkId=256659	Upgrade SS	SharePoint 2010.Record information about your environment while you prepare for upgrade.
e-Discovery	http://go.microsoft.com/fwlink/p/LinkID=254840	Usage: UR	SharePoint 2013: Record the decisions that you make as you plan to implement eDiscovery in your SharePoint environment, including decisions about eDiscovery Centers and permissions
Email	http://go.microsoft.com/fwlink/p/?LinkId=267990	Planning:SS	SharePoint 2013: Plan for incoming email for your SharePoint farm

I’m going to add some more documents to aid gathering of information relevant to other areas of SharePoint user requirements and system specification. You should also take a look at my user requirements article – that can help you determine the format of those documents and how the above can link.