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Planning worksheets for SharePoint 2013

Published: July 16, 2012

Summary: Use planning worksheets for SharePoint 2013 to help you gather and record data when you plan to deploy a SharePoint environment.

Applies to:  SharePoint Foundation 2013 | SharePoint Server 2013 

Download worksheets and use them to record information that you gather and decisions that you make as you plan your deployment of SharePoint 2013. Use these worksheets in conjunction with — not as a substitute for — Plan for SharePoint 2013.

Planning worksheets by task

For this task Use this worksheet To do this

Plan for backup and recovery in SharePoint 2013

Backup planning workbook

Help you plan strategies for backup and recovery for a SharePoint 2013 environment.

Plan service deployment in SharePoint 2013

Services on Server Install Worksheet for Streamlined Topologies

—or—

Services on Server Install Worksheet for Traditional Topologies

Plan for and indicate the services that will run on farm servers.

Plan for upgrade to SharePoint 2013

Upgrade worksheet

Record information about your environment while you prepare for upgrade.

Plan for eDiscovery in SharePoint Server 2013

eDiscovery planning worksheet

Record the decisions that you make as you plan to implement eDiscovery in your SharePoint environment, including decisions about eDiscovery Centers and permissions.

Plan incoming email for a SharePoint farm in SharePoint 2013

Plan for incoming email worksheet

Plan for incoming email for your SharePoint farm.

Planning worksheets by title

Use this worksheet For this task To do this

Backup planning workbook

Plan for backup and recovery in SharePoint 2013

Help you plan strategies for backup and recovery for a SharePoint 2013 environment.

Services on Server Install Worksheet for Streamlined Topologies

—or—

Services on Server Install Worksheet for Traditional Topologies

Plan service deployment in SharePoint 2013

Plan for and indicate the services that will run on farm servers.

Upgrade worksheet

Plan for upgrade to SharePoint 2013

Record information about your environment while you prepare for upgrade.

eDiscovery planning worksheet

Plan for eDiscovery in SharePoint Server 2013

Record the decisions that you make as you plan to implement eDiscovery in your SharePoint environment, including decisions about eDiscovery Centers and permissions.

Plan incoming email worksheet

Plan incoming email for a SharePoint farm in SharePoint 2013

Plan for incoming e-mail for your SharePoint farm.

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