The 5 Essential Components Your SharePoint Migration Plan Should Include

Friday, December 22, 2017

The 5 Essential Components Your SharePoint Migration Plan Should Include

Asif Rehmani

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If you are thinking about migrating to SharePoint 2016, you need to start thinking about the migration plan first. The success of your migration project depends on a well drafted and meticulous plan.

The variables of your company would dictate a unique plan. But, for an error-free migration, every plan should include 5 essential components.

Without these 5 components, your migration project may end up unnecessarily over-schedule and over-budget. They are:

  1. Evaluate the cost of interruption to business operations;
  2. Identify unused documents;
  3. List all the roles and permissions;
  4. Understand SharePoint 2016 limits;
  5. And, estimate the duration of the project.

    1. Evaluate the cost of interruption to business operations

It is inevitable: during the migration process, business as usual will be interrupted. Sometimes, you may experience longer downtime than expected.

In your plan, factor in this reality and prepare adequate solutions to reduce the negative impact on your employees and your customers.

The best way to plan for this is to work with your team and identify the most critical documents and workflows so that you may be able to prioritize.

  • 2. Identify unused documents

If you look into your current SharePoint farm, you'll find that some documents are never used. Bring these documents together and move them to archive.

This way, you reduce the time it will take to move them to a new destination.

If you suspect that a document may possibly be used, you can reset it to "read-only?.

Completing this step will definitely save you a lot of time down the road.

  • 3. List all the roles and permissions

What are the roles and permissions that currently reside in your SharePoint farm?

Find each one of them and write down their descriptions. When it comes time for running tests, you will be confident that nothing has been left untested.

  • 4. Understand SharePoint 2016 limits

This step helps you dissolve some of the assumptions you may have about SharePoint 2016 capabilities.

Like any application, SharePoint 2016 has its limitations. Understanding them will definitely enable you to design solutions accordingly.

You need to account for all the boundaries, thresholds, and supported limits.

For example, you cannot configure your destination SharePoint farm to accommodate files larger than 10 GB.

  • 5. Estimate the duration of the project

Depending on the method that your SharePoint farms require, the migration duration may vary. And, sometimes the all project may go well over beyond schedule.

To keep the cost and inconvenience under control, you need to take everything into consideration and work out a very close estimate of the duration.

Remember to set a non-negotiable deadline.

In the short video below, Benjamin Niaulin of explains additional elements to consider when figuring out how long the all project may take.

To watch more video courses on sharepoint migration, go to


Asif Rehmani has been a SharePoint Trainer, Consultant, Author, and a SharePoint Server MVP since 2007. He's the founder of VisualSP Help System. VisualSP provides just-in-time learning and help through proprietary help system software. Also, the website hosts a variety of training videos authored by renowned experts in the industry. Over the years, Asif has provided SharePoint consulting and training to major clients such as Department of Defense, NASA, Hersheys, Toshiba, State Farm, Federal Home Loan Bank, US Army and many more.

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