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