SharePoint Governance Checklist
Tick off each item to keep your SharePoint environment secure, findable, and maintainable. Your progress updates as you go — print it for your team once you're done.
Site & Structure
Permissions & Security
Content & Lifecycle
Adoption & Ownership
Power Automate ROI Calculator
Estimate the time and money a single automated workflow could save. Adjust the inputs to match one of your recurring manual processes.
Assumes an 8-hour working day. Figures are estimates to support a business case, not a guarantee.
↑ Back to topDigital Workplace Readiness Audit
Answer eight quick questions to score how mature your Microsoft 365 environment is. You'll get an instant maturity level and where to focus next.
Power Apps Use-Case Guide
Ten proven business apps you can build on the Power Platform — sorted by department, with a rough effort and impact rating to help you pick a first project.
Asset & Equipment Tracker
Check-in/out app for tools, laptops, or vehicles with barcode scanning.
Employee Onboarding Hub
Guides new hires through tasks and triggers approvals for equipment.
Site Inspection App
Offline-capable checklists with photos, GPS, and auto-generated reports.
Expense & Approval App
Capture receipts, route approvals, and sync to your finance system.
Room & Desk Booking
Reserve spaces from Teams or mobile with capacity rules.
Quote Builder
Guided pricing app that generates branded quotes and logs to CRM.
Service Request Portal
Lightweight ticketing with SLAs and status notifications.
Incident Reporting
Log safety or compliance incidents and escalate automatically.
Event & Campaign Tracker
Central request and approval flow for assets and budgets.
Inventory Counter
Barcode-driven stock counts synced to Dataverse in real time.
Intranet Migration Playbook
A phased approach to moving from a legacy or classic intranet to modern SharePoint — without breaking links, losing content, or losing your users along the way.
Discover & Inventory
- Catalog existing sites, pages, and document libraries.
- Identify content owners and business-critical pages.
- Flag stale, duplicate, or redundant content (ROT) for cleanup.
- Capture current analytics to set a baseline for success.
Design the Information Architecture
- Define hub sites, navigation, and a global mega-menu.
- Agree on metadata, content types, and page templates.
- Design for search first — plan how people will find things.
- Draft the target permission and governance model.
Build & Pilot
- Provision the new modern sites and hubs from templates.
- Rebuild high-value pages; migrate documents with metadata intact.
- Pilot with one department and gather structured feedback.
- Set up URL redirects so old links keep working.
Migrate & Launch
- Migrate remaining content in waves by department.
- Freeze the old intranet as read-only during cutover.
- Run a launch campaign with training and quick-start guides.
- Provide a clear channel for issues in the first weeks.
Adopt & Optimize
- Track adoption metrics against your baseline.
- Run ongoing governance reviews and content audits.
- Decommission the legacy platform once verified.
- Iterate on navigation and search based on real usage.
Want a hand putting these into practice?
We help teams govern SharePoint, automate with Power Automate, and modernize their intranet. Schedule a 15-minute consultation with Rohit Kumar to evaluate your SharePoint, Power Platform, and M365 architecture.
Book Consultation with Rohit KumarOfficial Documentation & External Reference Resources
For further official technical specifications, security baselines, and video deep-dives, consult these verified Microsoft and professional resources:
Need Expert SharePoint, M365 & Power Platform Guidance?
Schedule a direct 15-minute scoping consultation with Rohit Kumar to review your enterprise architecture, migration plan, or governance posture.
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