Planning workshop

SharePoint Online Migration Planning Workshop

A workshop for teams that need to align on SharePoint Online target architecture, migration tooling, source-to-target mapping, permissions, forms, workflows, and go-live controls before execution begins.

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Who this is for

✓Organizations moving from SharePoint Server, file shares, or another content platform to SharePoint Online.
✓IT teams preparing for SharePoint 2016/2019 end-of-support pressure.
✓Business owners who need clearer scope, validation responsibilities, and timelines.

What is included

✓Source environment review and critical site collection discussion.
✓Target architecture working session: hubs, sites, libraries, Teams, sharing, retention, and ownership.
✓Forms and workflow risk identification, including InfoPath, Nintex, and SharePoint Designer.
✓Migration wave design, pilot selection, validation model, and hypercare planning.
✓Tooling discussion covering commercial tools, reporting, and custom automation gaps.

Deliverables

✓Workshop summary
✓Initial source-to-target mapping approach
✓Risk and dependency register
✓Pilot wave recommendation
✓Validation checklist
✓Next-step migration roadmap

Prerequisites

✓A list of major sites, libraries, storage volumes, owners, and known pain points.
✓Decision-makers for SharePoint, security, compliance, and business ownership.
✓Current assumptions around deadline, budget, and target tenant.

Recommended next steps

✓Run a formal migration readiness assessment if the environment is complex.
✓Start inventory and remediation for priority sites.
✓Pilot SharePoint Online migration before production waves.

FAQs

Is this enough for a full migration?

It is a planning workshop, not the full delivery project. It is designed to clarify architecture, scope, and risk so execution is not guessing.

Can the workshop include file shares?

Yes. File share to SharePoint planning can be included when it is part of the same Microsoft 365 target architecture.

Do you recommend specific tools?

We recommend tools after reviewing source systems, target requirements, reporting needs, licensing, and edge cases.

Related resources

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