Workbook tabs to create
- ✓Executive summary: driver, deadline, success criteria, risk tolerance, and decision owners.
- ✓Tenant inventory: domains, users, groups, licenses, workloads, admin roles, and security baselines.
- ✓Workload scope: Exchange, OneDrive, SharePoint, Teams, Power Platform, devices, apps, and guests.
- ✓Dependency map: mail routing, identity, Conditional Access, applications, line-of-business systems, and service accounts.
- ✓Wave plan: pilots, business units, VIPs, shared mailboxes, high-risk workloads, and cutover windows.
- ✓Validation model: owner signoff, user journeys, support coverage, rollback considerations, and hypercare.
Timeline drivers
- ✓User and data volume, workload scope, identity complexity, coexistence needs, security policies, and validation capacity.
- ✓Business constraints such as acquisition dates, legal deadlines, finance close, blackout periods, and executive availability.
- ✓Tooling, throttling, network constraints, and custom automation requirements.