SharePoint Planning Worksheets

The links listed below are to worksheets that you can use to record information that you gather and decisions that you make as you plan your deployment of Microsoft SharePoint Server 2007 or SharePonit 2010.

2010 Managed metadata connections planning worksheet
Owners list for each site collection and site.
Review document usage information.
Content Page Fields.
Plan & lIst authentication methods.
Redundancy & availability options for servers.
Taxonomy of key concepts and business processes.
Content types.
Crawl and search settings.
Custom permission levels and groups.
InfoPath Forms Services data connections.
Administrator-approved form templates.
Top-level sites needed for the solution.
Libraries based on sites and on document types.
Retaining library records.
Document management planning.
Capacity planning.
Planning for peak throughput required.
Excel Services, recording the names & corresponding external data sources.
Architecture based on taxonomy of key concepts.
Setup layout pages for Web pages.
Setup master pages for site collections.
Connections, sources, people features, and audiences.
Information management policies for content types.
Setup record categories.
Management planning stakeholders and analyze records management practices.
Records routing table.
Properties for search, mapping crawled properties to managed properties.
Individual enterprise application definitions.
Single sign-on settings (Farm-Level).
Inherited and unique permissions.
Creating sites plans.
Site maintenance, including quota values and automatic deletion options.
Managed paths for hosting collaboration sites.
Trusted data connection libraries contacts
Trusted data providers.
Trusted SharePoint sites & Universal Naming Convention paths.
Authentication settings
Fields for welcome pages.