# SharePoint Online - Initial Planning and Setup > SharePoint Online - Initial Planning and Setup is a SharePoint Online implementation service for organizations that need help understanding SharePoint Online capabilities, developing a statement of work, configuring SharePoint Online according to that statement of work, and providing users with basic informational materials about SharePoint Online. Canonical: https://o365hq.com/services/sharepoint-online-setup-planning Provider: IT Partner LLC — US Microsoft partner since 2006. Book: https://o365hq.com/book **Price:** $875 per project · **Duration:** 3 days · Fixed price, pay after approval. ## Overview This service helps you understand SharePoint Online and, where relevant, provides advisory context on the pros and cons of Microsoft Teams and SharePoint Online so you can decide when to use one or another capability. Microsoft Teams is advisory context only and is not included as delivery scope for this SKU. The engagement is centered on SharePoint Online planning and setup: IT Partner collects the information needed to develop a statement of work, provides the statement of work and approves it with the client, configures SharePoint Online according to the statement of work, and provides informational letters and booklets about working with SharePoint Online. Post-implementation support and a project closeout report are provided at completion. The approved SOW controls the exact SharePoint Online configuration scope, and the implementation plan may vary depending on your needs. ## Success criteria - The statement of work for SharePoint implementation is developed - SharePoint infrastructure is configured according to the SOW - Employees can access SharePoint from any device ## Deliverables - Statement of work for the implementation of SharePoint Online - SharePoint Online configured according to the statement of work, including sites, libraries, portals, and access setup - Informational letters and booklets about working with SharePoint Online - Project closeout report indicating the final project status, acceptance criteria matching, outstanding issues, if any, and the final budget ## Implementation plan 1. **Kickoff meeting** — Confirm scope, stakeholders, schedule, and the information needed to begin the statement of work. 2. **Q & A session** — Discuss requirements, current document practices, and — as advisory context — when SharePoint Online or Microsoft Teams capabilities fit particular needs. 3. **Preparation of the SOW for the implementation of SPO** — Prepare the statement of work for the SharePoint Online implementation and approve it with the client. 4. **Configuring SPO according to the SOW, including sites, libraries, portals, and access setup** — Configure SharePoint Online according to the approved SOW, including sites, libraries, portals, and access setup. 5. **Informing users about SPO capabilities** — Provide informational letters and booklets that introduce users to the configured SharePoint Online capabilities. 6. **Gathering feedback** — Gather user and stakeholder feedback on the configured environment. 7. **Verification and fixing of issues, if any** — Verify the configuration, fix issues identified within the agreed scope, and prepare the project closeout report. ## Prerequisites - None. ## Responsibilities **IT Partner:** - Collect information for the development of the statement of work (SOW) - Provide the statement of work and approve it with the client - Configure SharePoint Online according to the statement of work - Provide informational letters and booklets about working with SharePoint Online **Client:** - Coordinate Client resources and staff schedules - Provide a dedicated point of contact responsible for working with IT Partner - Provide the necessary information for the development of SOW - Coordinate any outside vendor resources and schedules - Configure all network equipment, such as load balancers, routers, firewalls, and switches - Review and approve engagement deliverables in a timely manner ## Not included - Licenses - Employee training - Configuration of workstations and mobile devices - Migration of any data - More extensive documentation can be provided for an additional fee. ## Limitations & technical notes - This SKU should be treated as a SharePoint Online initial planning and setup engagement only. A practical discussion of when to use Teams versus SharePoint may occur during discovery or Q&A as advisory context, but Microsoft Teams planning, configuration, governance, channel design, Teams apps, meeting or calling policies, and Teams migration activities are not included in this SKU and should be scoped separately. - Post-implementation support should be interpreted conservatively as short-term stabilization and issue verification for the SharePoint Online items configured under the approved SOW. Ongoing administration, help desk support, SLA-backed support, enhancement requests, user training sessions, and data or content migration should require a separate support or project agreement. - The success criterion that employees can access SharePoint from any device assumes that users have appropriate licensing, accounts, network access, supported browsers or apps, and any required client-side configuration already in place. Workstation and mobile device configuration is outside the stated scope. ## FAQ ### What is included in the SharePoint Online - Initial Planning and Setup service? SharePoint Online - Initial Planning and Setup includes collecting information for a SharePoint Online statement of work, preparing and approving that SOW with the client, configuring SharePoint Online according to the approved SOW, and providing basic informational letters and booklets for users. The configuration may include SharePoint sites, libraries, portals, and access setup, because those items are specifically listed in the service plan and deliverables. ### How long does the SharePoint Online initial planning and setup engagement take? The listed duration is 3 days, covering kickoff, a Q&A session, statement of work preparation, SharePoint Online configuration according to the approved SOW, user information materials, feedback gathering, and issue verification. The schedule assumes timely client input for the SOW and prompt review of deliverables. ### How much does SharePoint Online Initial Planning and Setup cost? The service is $875 per project, quoted fixed-price in writing before work begins — you pay after you approve delivery. Licenses, data migration, employee training, and endpoint configuration are not included and are quoted separately if needed. ### What are the main deliverables of this SharePoint Online setup service? The main deliverables are a statement of work for the SharePoint Online implementation, SharePoint Online configured according to that SOW, informational letters and booklets about working with SharePoint Online, and a project closeout report. The closeout report indicates final project status, acceptance criteria matching, outstanding issues if any, and the final budget. ### Does this service include creating SharePoint sites, document libraries, and portals? Yes, SharePoint Online configuration according to the approved SOW can include sites, libraries, portals, and access setup. The exact items configured are determined by the statement of work, because the service is explicitly delivered according to the approved SOW. ### Does this service include SharePoint data migration? No, migration of any data is not included in this service. If you need to move files or content into SharePoint Online, that would need to be scoped separately with IT Partner. ### Does this service include employee training on SharePoint Online? No, employee training is not included in the stated scope of this service. IT Partner does provide informational letters and booklets about working with SharePoint Online, but formal training would need to be arranged separately. ### Does this service include SharePoint Online licenses? No, licenses are not included in the SharePoint Online - Initial Planning and Setup service. The client should ensure the required Microsoft 365 or SharePoint Online licensing is available or confirm licensing needs separately with IT Partner. ### Are there prerequisites for this SharePoint Online planning and setup service? The service lists no prerequisites. However, the client is responsible for providing information needed for the SOW, coordinating staff schedules, and reviewing deliverables promptly, because those responsibilities are required for the engagement to proceed efficiently. ### Will this SharePoint Online setup cause downtime or business disruption? The service description does not specify expected downtime or a downtime window. Because the stated scope is initial SharePoint Online planning and configuration rather than data migration or endpoint changes, business impact may be limited, but any downtime or access-impacting changes should be confirmed in the SOW before work begins. ### Does this service include Microsoft Teams planning or configuration? No. This SKU covers SharePoint Online only. IT Partner may provide advisory context to help clients understand the pros and cons of Microsoft Teams and SharePoint Online, but Microsoft Teams planning, configuration, governance, channel design, Teams apps, meeting or calling policies, and Teams migration activities are not included in this engagement. ### Is post-implementation support included after the SharePoint Online setup? Short-term post-implementation support is included and should be understood as stabilization and issue verification for the SharePoint Online items configured under the approved SOW. Ongoing administration, help desk support, or SLA-backed support requires a separate agreement. --- Fixed-price engagement by IT Partner LLC. To scope it for your tenant, book a call with Mike (https://o365hq.com/book) or request a quote via the site's /api (see https://o365hq.com/openapi.json).