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.
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.
Confirm scope, stakeholders, schedule, and the information needed to begin the statement of work.
Discuss requirements, current document practices, and — as advisory context — when SharePoint Online or Microsoft Teams capabilities fit particular needs.
Prepare the statement of work for the SharePoint Online implementation and approve it with the client.
Configure SharePoint Online according to the approved SOW, including sites, libraries, portals, and access setup.
Provide informational letters and booklets that introduce users to the configured SharePoint Online capabilities.
Gather user and stakeholder feedback on the configured environment.
Verify the configuration, fix issues identified within the agreed scope, and prepare the project closeout report.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.