The Ultimate SharePoint Migration Checklist

The Ultimate SharePoint Migration Checklist
Is a project involving migration on your road map? Make sure you are prepared for the future workplace, which might be anywhere. Because there is a wide variety of moving components, alternatives, and factors involved in a SharePoint migration, the entire operation's success depends on meticulous preparation. Chiron is here for you every step of the way, whether you want to migrate to a newer version of SharePoint, the Microsoft cloud, another location, or reorganize the content. We hope that using this checklist will simplify the process of relocation planning for you. Are you prepared to construct a migration strategy that cannot fail? If you follow these easy steps, you will save time and reduce the risk potential.

Identify where challenges lie for your business

Additional functionalities offered by SharePoint have the potential to address deficiencies in your company's operations. Before moving further, it is vital to identify the business problems that may be resolved by migration to SharePoint and how shifting to an environment based on SharePoint can enhance your company as a whole. The following are some of the most common motivations for migrating to SharePoint:
  • Enhanced and cutting-edge security measures
  • Stronger support
  • Additional space for storage
  • Customizable features
  • No maintenance
  • Continuous updates incorporating newly developed features
Regardless of the motivation, the plan you use to migrate to SharePoint must align with the objectives you have for your company.

Put together a migration team.

If you hire a professional or a migration manager to oversee the migration process, you may save time and money. This is because skilled hands are required for a transfer to go smoothly and successfully. The steps involved in migrating SharePoint require teams for the following:
  • Auditing of the Strategy System
  • Redesigning of the information architecture
  • Testing and Documentation
Find technology professionals that can assist in every phase of the process, such as someone from Chiron.

Develop a plan for effective communication.

You will need to have a communication strategy outlined in the SharePoint Migration plan document before moving on with the deployment. In addition, every person who will be participating in the migration on your team has to be familiar with the pre-migration and post-migration plans and the role they will play in the process.

Assess your present data environment.

It is necessary to do an inventory review of your current environment before preparing for a relocation. Because of this study, planning the migration and establishing concrete dates for its completion will be much simpler tasks. Your SharePoint migration project plan template needs to provide you with a more comprehensive understanding of your existing setting, and it ought to cover the following components:
  • Sites and site collections
  • Libraries
  • Lists
  • Pages
  • Branding
  • Solutions
  • Policies
  • Permissions and users
  • Content types
Following an inventory analysis, you should have a clearer picture of what components of your system do not require your attention. Take a look at the items in your inventory that you do not need, and get rid of them.  You can also export any list to an Excel spreadsheet, which will provide you with a broader view of what you want to do by using the list in the first place.

Reorganize your existing architecture.

When you glance at your inventory, you may find that certain regions are extremely cluttered and unorganized. Therefore, it may be beneficial to clean up your environment to make the transition run as smoothly as possible. You may need to reorganize your content types, web components, and templates right now and the architecture of your SharePoint system.

Implement your change management approach

The resistance to change is consistently one of the most challenging aspects of the deployment process. Change management is an integral part of migration techniques, which helps to make the process more efficient. Your employees will be better prepared for the future changes in their current data environment if you have a centralized change management team or change leaders in each of your teams. 

Conduct the move in waves

It may be beneficial to migrate in stages as you develop content maps; doing so ensures that every team is aware of the changes made to content as it is transferred from your old system to your new one. Moving one workload at a time is not only more manageable but it eventually helps to decrease the daunting magnitude of the entire operation.

Testing after the migration and creating backups

Testing is a critical step following the migration to ensure that everything is functioning appropriately. To attain this goal, it is typically necessary to design a testing strategy, and the assistance of professionals may be of great use. The objective is to check that all functionality, including any customizations and applications provided by third parties, performs as intended.


If there is any question at any step in the SharePoint transfer process, it is preferable to consult an expert or outsource your migration. The SharePoint migration procedure is complicated and time-intensive. Our specialists offer specialized cloud migration services, and they can assist in achieving a successful SharePoint migration to solve the environmental constraints you are currently dealing with. These constraints can include performance, security, and compliance issues. Get in touch with Chiron right now for further information.
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