SharePoint Migration Planning Guide

Decide on Infrastructure 

Cloud – GCC, Business, Small Business 

Hybrid – Active Directory Synchronization 

Back up from Cloud? Third Party Tools 

Authentication Model 

 

Determine content to migrate or “Archive” / Delete 

Create Metadata model from Shared Drive Discovery 

Tools  – Sharegate, Metalogix 

 

Determine Architecture (based on content and permissions) 

Tenant(s) 

Site Collections 

Sites 

Content Types 

Metadata 

 

Governance 

Roles and Responsibilities 

Permission Model 

Interfaces 

System Administrators 

Metadata and Content Types 

Roll Out and Training 

Citizen Developers 

Power Apps Developers 

Third Part Tools – Sharegate, Metalogix, Pre-Packaged Intranet  

 

Training 

Administrators 

Help Desk 

Power User / Champion 

End Users 

On Going (Center of Excellence)