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For this task
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Use this worksheet
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To do this
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Plan overall design
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Determine sites worksheet (http://go.microsoft.com/fwlink/?LinkID=73282&clcid=0x409)
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Identify top-level sites needed for the solution and the features to investigate for each site.
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Plan Web site structure and publishing (Office SharePoint Server)
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Article pages worksheet (http://go.microsoft.com/fwlink/?LinkId=73316&clcid=0x409)
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Plan fields for content pages.
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Layout pages worksheet (http://go.microsoft.com/fwlink/?LinkId=73317&clcid=0x409)
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Plan layout pages for Web pages.
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Master pages worksheet (http://go.microsoft.com/fwlink/?LinkId=73318&clcid=0x409)
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Plan master pages for site collections.
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Site paths worksheet (http://go.microsoft.com/fwlink/?LinkId=73148&clcid=0x409)
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Record managed paths that need to be created for hosting collaboration sites.
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Site creation worksheet (http://go.microsoft.com/fwlink/?LinkId=73138&clcid=0x409)
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Record a plan for creating sites.
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Welcome pages worksheet (http://go.microsoft.com/fwlink/?LinkId=73320&clcid=0x409)
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Plan fields for welcome pages.
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Plan for personalized content and sites
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People, profiles, and policies worksheet (http://go.microsoft.com/fwlink/?LinkID=73268&clcid=0x409)
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Plan connections, sources, people features, and audiences.
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Search properties worksheet (http://go.microsoft.com/fwlink/?LinkID=73272&clcid=0x409)
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Plan properties for search, mapping crawled properties to managed properties.
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Site creation worksheet (http://go.microsoft.com/fwlink/?LinkId=73138&clcid=0x409)
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Record a plan for creating sites.
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Plan InfoPath Forms Services
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Data connections for form templates worksheet (http://go.microsoft.com/fwlink/?LinkId=73321&clcid=0x409)
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Plan InfoPath Forms Services data connections.
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Deploy administrator-approved form templates worksheet (http://go.microsoft.com/fwlink/?LinkId=73322&clcid=0x409)
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Record information to plan administrator-approved form templates.
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Plan for business intelligence
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Authentication methods worksheet (http://go.microsoft.com/fwlink/?LinkID=73278&clcid=0x409)
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Plan and record authentication methods to be allowed in your environment.
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Business data worksheet (http://go.microsoft.com/fwlink/?LinkID=73271&clcid=0x409)
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Plan for information architecture based on the taxonomy of key concepts and business processes.
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Crawl and query search features worksheet (http://go.microsoft.com/fwlink/?LinkID=73276&clcid=0x409)
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Plan and record crawl and search settings.
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Custom permission levels and groups worksheet (http://go.microsoft.com/fwlink/?LinkID=73134&clcid=0x409)
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Record custom permission levels and groups that need to be created.
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Estimate data capacity requirements worksheet (http://go.microsoft.com/fwlink/?LinkID=73274&clcid=0x409)
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Record information to help capacity planning.
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External data connections worksheet (http://go.microsoft.com/fwlink/?LinkId=73323&clcid=0x409)
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Plan for Excel Services by recording the names of .odc files and the locations of corresponding external data sources.
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Information architecture worksheet (http://go.microsoft.com/fwlink/?LinkID=73273&clcid=0x409)
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Plan information architecture based on the taxonomy of key concepts and business processes.
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Search properties worksheet (http://go.microsoft.com/fwlink/?LinkID=73272&clcid=0x409)
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Plan properties for search, mapping crawled properties to managed properties.
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Site and content security worksheet (http://go.microsoft.com/fwlink/?LinkId=73135&clcid=0x409)
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Record inherited and unique permissions, and record which groups need what level of access.
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Site creation worksheet (http://go.microsoft.com/fwlink/?LinkId=73138&clcid=0x409)
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Record a plan for creating sites.
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Site hierarchy planning tool (http://go.microsoft.com/fwlink/?LinkId=73143&clcid=0x409)
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Create a site hierarchy diagram in Microsoft Office Visio.
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Trusted data connection libraries worksheet (http://go.microsoft.com/fwlink/?LinkId=73324&clcid=0x409)
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Record the names of trusted data connection libraries.
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Trusted data providers worksheet (http://go.microsoft.com/fwlink/?LinkId=73325&clcid=0x409)
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Record the names of trusted data providers.
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Trusted file locations worksheet (http://go.microsoft.com/fwlink/?LinkId=73327&clcid=0x409)
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Record the names of trusted SharePoint sites, Universal Naming Convention paths, and Web sites.
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Plan search (Office SharePoint Server)
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Search team worksheet (http://go.microsoft.com/fwlink/?LinkID=73621&clcid=0x409)
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Determine and record which team members will be involved in planning and implementing your search solution.
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Plan to crawl content worksheet (http://go.microsoft.com/fwlink/?LinkId=73748&clcid=0x409)
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For each content source, determine what and when to crawl.
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Plan communication (Office SharePoint Server)
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Plan document management
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Analyze document usage worksheet (http://go.microsoft.com/fwlink/?LinkID=73284&clcid=0x409)
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Record information gathered when analyzing document usage.
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Content type worksheet (http://go.microsoft.com/fwlink/?LinkID=73288&clcid=0x409)
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Plan a content type.
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Document libraries worksheet (http://go.microsoft.com/fwlink/?LinkID=73306&clcid=0x409)
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Plan libraries based on sites and on document types.
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Document management stakeholders and participants worksheet (http://go.microsoft.com/fwlink/?LinkID=73285&clcid=0x409)
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Identify document management planning stakeholders and record document management practices.
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Policy worksheet (http://go.microsoft.com/fwlink/?LinkID=73307&clcid=0x409)
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Plan information management policies for content types.
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Plan records management
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Document library for retaining records worksheet (http://go.microsoft.com/fwlink/?LinkID=73298&clcid=0x409)
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Plan a document library for retaining records.
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Record categories worksheet (http://go.microsoft.com/fwlink/?LinkID=73300&clcid=0x409)
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Plan record categories.
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Records management stakeholders and participants worksheet (http://go.microsoft.com/fwlink/?LinkId=73330&clcid=0x409)
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Identify records management planning stakeholders and analyze records management practices.
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Records routing table worksheet (http://go.microsoft.com/fwlink/?LinkID=73303&clcid=0x409)
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Design the records routing table.
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Plan site and content security (Office SharePoint Server)
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Administrators and owners worksheet (http://go.microsoft.com/fwlink/?LinkId=73126&clcid=0x409)
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Record owners for each site collection and site.
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Custom permission levels and groups worksheet (http://go.microsoft.com/fwlink/?LinkID=73134&clcid=0x409)
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Record custom permission levels and groups that need to be created.
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Site and content security worksheet (http://go.microsoft.com/fwlink/?LinkId=73135&clcid=0x409)
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Record inherited and unique permissions, and record which groups need what level of access.
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Plan for site creation and maintenance (Office SharePoint Server)
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Site creation worksheet (http://go.microsoft.com/fwlink/?LinkId=73138&clcid=0x409)
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Record a plan for creating sites.
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Site maintenance worksheet (http://go.microsoft.com/fwlink/?LinkId=73146&clcid=0x409)
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Record the plan for maintaining sites, including quota values and automatic deletion choices.
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Book Excerpt: Design server farms and topologies (Office SharePoint Server)
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Availability plan worksheet (http://go.microsoft.com/fwlink/?LinkId=73333&clcid=0x409)
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Identify redundancy requirements and plan availability options for server roles.
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Design logical architecture
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Authentication methods worksheet (http://go.microsoft.com/fwlink/?LinkID=73278&clcid=0x409)
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Plan and record authentication methods to be allowed in your environment.
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Web application authentication settings worksheet (http://go.microsoft.com/fwlink/?LinkId=73334&clcid=0x409)
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Plan authentication settings for individual Web applications.
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Plan for and design security (Office SharePoint Server)
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Single sign-on enterprise application definition worksheet (http://go.microsoft.com/fwlink/?LinkId=73335&clcid=0x409)
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Plan settings for individual enterprise application definitions (used with single sign-on).
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Single sign-on server farm settings worksheet (http://go.microsoft.com/fwlink/?LinkId=73336&clcid=0x409)
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Plan farm-level single sign-on settings.
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Plan for performance and capacity (Office SharePoint Server)
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Estimate data capacity requirements worksheet (http://go.microsoft.com/fwlink/?LinkID=73274&clcid=0x409)
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Record information to help capacity planning.
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Estimate peak throughput worksheet (http://go.microsoft.com/fwlink/?LinkId=73337&clcid=0x409)
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Record each type of site access to determine peak throughput required.
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Plan for and design database storage and management
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Estimate data capacity requirements worksheet (http://go.microsoft.com/fwlink/?LinkID=73274&clcid=0x409)
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Record information to help capacity planning.
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