SharePoint Online Initial Planning and Setup — Sites, Libraries & Access

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 price for SharePoint Online - Initial Planning and Setup is $2,200. This price applies to SKU ITPWW190IMPOT, and any work outside the stated scope should be confirmed with IT Partner before the engagement begins.

The listed duration for this SharePoint Online initial planning and setup service is 1 week. The implementation plan may vary depending on the client’s needs, so any schedule assumptions should be confirmed during kickoff and SOW development.

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.

The engagement typically includes a kickoff meeting, a Q&A session, preparation of the SharePoint Online implementation SOW, configuration of SharePoint Online according to the SOW, user communication about SharePoint Online capabilities, feedback gathering, and verification or fixing of issues if any. This process is designed to move from planning to configuration and acceptance within the stated service scope.

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.

No, configuration of workstations and mobile devices is not included in this service. One success criterion is that employees can access SharePoint from any device, but endpoint setup itself is outside the stated service scope.

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.

IT Partner collects information for the SharePoint Online SOW, provides and approves the SOW with the client, configures SharePoint Online according to that SOW, and provides informational letters and booklets about working with SharePoint Online. IT Partner also provides a project closeout report at completion.

The client must coordinate internal resources and staff schedules, provide a dedicated point of contact, provide the information needed to develop the SOW, coordinate outside vendor resources if applicable, configure network equipment such as load balancers, routers, firewalls, and switches, and review and approve deliverables in a timely manner. These client responsibilities matter because the service depends on accurate requirements and timely approvals.

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.

“Configured according to the SOW” means IT Partner will set up SharePoint Online based on the approved statement of work developed during the engagement. The listed configuration areas include sites, libraries, portals, and access setup, but the exact scope is controlled by the agreed SOW.

The service page states that post-implementation support is provided, but it does not define the support scope, duration, channels, or service levels. Buyers should confirm those details with IT Partner if post-implementation support expectations are important to the project.

At completion, IT Partner provides a project closeout report showing final project status, whether acceptance criteria match, any outstanding issues, and the final budget. The engagement also includes gathering feedback and verifying or fixing issues if any, within the stated scope.

The listed manager for this service is Mike Mackey. The service is identified as SKU ITPWW190IMPOT and is described as a one-week SharePoint Online implementation service priced at $2,200.