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A library of practical SharePoint migration checklists.

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Checklist library

8 ready · 8 on the way.

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Discover Migration PDF · 7 pages

SharePoint Migration Cost & Scoping Guide

What a SharePoint 2016 → SharePoint Online migration actually costs for an Ontario small or mid-sized organization, honest CAD planning ranges, where the budget goes, and a worksheet to scope your own before you ask for a quote.

What's inside

  • Honest CAD planning ranges by org size, from very small to mid
  • Why price follows customizations, forms, and workflows, not gigabytes
  • Where the budget actually goes, and what you can cut before you hire anyone
  • A 19-field worksheet to scope your own migration before the first call

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Last reviewed May 2026

Discover Migration PDF · 7 pages

We Missed the SharePoint 2026 Deadline, Now What

Past the July 14, 2026 SharePoint Server deadline, or about to be? Nothing shut down, but there is no paid extension. How to stabilize an unsupported farm and plan the move out, calmly and in order.

What's inside

  • What end of support really means, and what it does not (there is no kill switch)
  • The risk timeline: what is urgent now, and what is a slow burn
  • Seven steps to stabilize an unsupported farm and buy safe time
  • SharePoint Online vs Subscription Edition, plus a compressed 8–12 week plan

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Last reviewed May 2026

Discover Migration PDF · 7 pages

SharePoint Discovery & Inventory Worksheet

Catalogue every SharePoint site before you move anything: size, owners, customizations, and a migrate / consolidate / archive / retire decision for each. A fill-in worksheet, plus where to find every number.

What's inside

  • One fill-in record per site collection: size, owners, customizations, decision
  • Where every field comes from: PowerShell, Central Admin, and the SPMT scan
  • A four-way call on every site: migrate, consolidate, archive, or retire
  • An exceptions log for the lists, forms, and workflows that can't move as-is

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Last reviewed May 2026

Plan InfoPath PDF · 7 pages

InfoPath Forms Decision Tree

Every InfoPath form needs a destination before InfoPath retires on July 14, 2026. Five questions route each one to rebuild, replace, or retire, with the licensing and effort behind every branch.

What's inside

  • Run every form through five ordered questions to retire, rebuild, or replace it
  • Route each form by who fills it in, whether it has custom code, and how complex it is
  • Seven destinations compared: Power Apps, Microsoft Forms, SPFx, native list forms
  • What InfoPath features have no modern equivalent, and the fallback if you miss July 14

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Last reviewed May 2026

Plan Permissions PDF · 7 pages · 45 checkpoints

Permissions Cleanup & Governance Prep Checklist

Audit and fix a SharePoint 2016 permission model (broken inheritance, orphaned accounts, oversharing) before you migrate, so you move a clean model once and lay the groundwork for Copilot.

What's inside

  • Audit broken inheritance, scope sprawl, oversharing, and orphaned accounts
  • The limits that decide what migrates clean: 5,000 / 50,000 scopes, 100,000 items
  • Prepare identity so permissions survive the move to Microsoft Entra ID
  • Design and remediate a clean, group-based model before cutover

…and 41 more in the PDF.

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Last reviewed May 2026

Plan Workflows PDF · 7 pages · 44 checkpoints

SharePoint Workflow Rebuild Playbook

SharePoint Designer workflows do not move to SharePoint Online. The engines are already gone. Inventory what you have, retire what's dead, and rebuild the rest in Power Automate before cutover.

What's inside

  • Why it's a rebuild, not a migration: the SPD workflow engines are retired
  • Inventory every workflow, then triage: retire, replace, simplify, or rebuild
  • Map SharePoint Designer actions to Power Automate, and what doesn't translate
  • The premium-connector licensing that quietly adds a per-user monthly cost

…and 40 more in the PDF.

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Last reviewed May 2026

Plan Migration PDF · 7 pages · 44 checkpoints

SharePoint 2016 → SPO Migration Checklist

44 checkpoints across 8 stages: discovery, permissions, customizations, workflows, integrations, compliance, cutover, and post-migration validation. The same list used on real engagements.

What's inside

  • Inventory every site collection (URL, owner, storage, item count) before you scope anything
  • Flag the lists over 5,000 and 100,000 items that quietly break a migration
  • Map and redesign permissions and external sharing on every site before cutover
  • Rebuild retired SP2010/2013 workflows in Power Automate and InfoPath forms in Power Apps

…and 40 more in the PDF.

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Last reviewed May 2026

Govern Copilot PDF · 7 pages · 44 checkpoints

Copilot Readiness Governance Checklist

Microsoft 365 Copilot answers from everything a user can already open. Before you switch it on: find the oversharing, contain it, classify what matters. That's how Copilot stays an assistant instead of a leak.

What's inside

  • Why Copilot mirrors your permissions, and oversharing becomes oversurfacing
  • Map oversharing with the Data Access Governance reports, then remediate it
  • Restricted Content Discovery and Restricted Search: the interim safety valves
  • Sensitivity labels, DLP, and Copilot's own controls (with E5-only items marked)

…and 40 more in the PDF.

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Last reviewed May 2026

Plan Migration PDF · 7 pages

File Share to SharePoint Online Migration Playbook

Get the organization off the H: drive. The path-length limits, deep folder nesting, and NTFS-to-SharePoint permission mapping that derail file-share migrations (and how to plan around them). OneDrive and Teams files included.

What's inside

  • Map network-drive folders to SharePoint sites and libraries (not a lift-and-shift)
  • Clear the blockers: 400-character paths, deep nesting, illegal characters
  • Translate NTFS share permissions into SharePoint's site and library model
  • Choose the right migration tool (and don't forget OneDrive and Teams files)

Coming soon. Get a one-line email the day it ships, nothing else.

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Last reviewed May 2026

Plan Migration PDF · 7 pages

SharePoint Information Architecture Design Worksheet

Design the destination before you migrate into it. Flat sites instead of legacy subsites, plus hub planning and navigation, so you don't copy the old folder mess into the cloud.

What's inside

  • Map each unit of work to its own site, not a subsite tree
  • Plan hubs and the navigation that ties them together
  • Decide what becomes a site, a library, or a folder
  • A target structure designed on purpose, before migration day

Coming soon. Get a one-line email the day it ships, nothing else.

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Last reviewed May 2026

Validate Migration PDF · 7 pages

Post-Cutover Validation Checklist

Prove the migration actually worked. A verification pass covering item counts, permissions, version history, broken links, and search. Run after the last wave and before the old servers are gone.

What's inside

  • Reconcile item and file counts (source against target)
  • Spot-check permissions and version history before sign-off
  • Catch broken links, broken flows, and unindexed content early
  • A validation rhythm at 24 hours, 72 hours, and 30 days

Coming soon. Get a one-line email the day it ships, nothing else.

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Last reviewed May 2026

Govern Governance PDF · 7 pages

SharePoint Online Backup & Ransomware Recovery Guide

Microsoft does not back up your data the way most people assume. What the recycle bin and version history actually cover, where the gaps are, and when a small organization needs Microsoft 365 Backup or a third-party tool.

What's inside

  • What native protection covers (recycle bin, retention, versioning) and what it doesn't
  • The permanent-delete and disaster-recovery gaps most SMBs never see coming
  • When Microsoft 365 Backup or a third-party tool is genuinely worth it
  • Ransomware-specific recovery considerations for SharePoint and OneDrive

Coming soon. Get a one-line email the day it ships, nothing else.

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Last reviewed May 2026

Govern Governance PDF · 7 pages

External Sharing & Guest Access Governance Checklist

Tighten how content leaves the organization. Tenant and site sharing settings, the default link type, link expiry, and a guest lifecycle that runs from invite through regular review to offboarding.

What's inside

  • Set tenant and per-site external sharing to a deliberate level
  • Default link type and link expiry that stop accidental oversharing
  • A guest lifecycle: invite approval, review cadence, and offboarding
  • Find and retire the stale guests and 'Anyone' links already there

Coming soon. Get a one-line email the day it ships, nothing else.

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Last reviewed May 2026

Govern Governance PDF · 7 pages

SharePoint Online Governance Plan Starter Kit

A fill-in governance baseline for an organization with no rules yet: site-request fields, naming conventions, ownership, lifecycle, and decommissioning triggers. Right-sized for a small or mid-sized org, not an enterprise.

What's inside

  • A site-request template covering purpose, owners, classification, and lifecycle term
  • A naming convention people will actually follow
  • Ownership rules and decommissioning triggers that prevent sprawl
  • Sized for a small or mid-sized organization, not enterprise overhead

Coming soon. Get a one-line email the day it ships, nothing else.

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Last reviewed May 2026

Govern Governance PDF · 7 pages

Records Management & Retention Setup Guide

Microsoft Purview retention without the enterprise overhead. Retention policies versus labels, marking documents as records, and a starter taxonomy. Written for regulated small organizations like law firms, credit unions, and municipalities.

What's inside

  • Retention policies vs retention labels, when to use which
  • A starter taxonomy of 3–5 labels, not a sprawling scheme
  • Mark documents as records, and auto-apply where it's safe
  • What Business Premium covers, and what needs a Purview add-on

Coming soon. Get a one-line email the day it ships, nothing else.

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Last reviewed May 2026

Govern Governance PDF · 7 pages

Microsoft 365 & SharePoint Admin Maintenance Routine

For the accidental admin: what to check, and how often. A weekly, monthly, and quarterly task list covering service health, permission drift, stale content, and security follow-up, so the tenant is actually maintained instead of left running.

What's inside

  • Weekly: service health, the Message Center, anything broken
  • Monthly: permission drift, stale content, Secure Score follow-up
  • Quarterly: access reviews, licence check, site lifecycle
  • Built for an IT generalist, not a full-time SharePoint admin

Coming soon. Get a one-line email the day it ships, nothing else.

One email with the link. No drip sequence, no upsell. Unsubscribe any time.

Last reviewed May 2026

From the blog

Background reading.

Articles that pair with the checkpoints, context, trade-offs, and the "why" behind each list.

All articles

Power Platform

Power Pages vs SharePoint sites: who the audience is decides it

SharePoint sites are for people inside your tenant. Power Pages is for everyone outside it. One question, who needs to use this, settles almost every case. Here's the honest split.

Jun 5, 2026

Governance

Restricted Content Discovery: the Copilot safety switch you shouldn't flip everywhere

Restricted Content Discovery hides a sensitive site from Microsoft 365 Copilot and org-wide search. It's a genuinely useful brake, but Microsoft warns that overusing it degrades search and Copilot, so it pays to be picky about which sites get it.

May 21, 2026

Power Platform

SharePoint Quick Steps vs Power Automate, the no-code button that replaces half your simple flows

SharePoint Quick Steps puts one-click action buttons on every list row, no flow required. Here's the honest decision framework for when a button beats a Power Automate flow, and when it doesn't.

May 19, 2026

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