SharePoint migration readiness checklist
Mimir IT Consultation Services

Decide what belongs in the destination before moving it. Use this checklist to collect evidence for a migration decision, then keep the completed copy with your project plan.

Project / scope: ____________________
Accountable owner: ____________________
Target cutover date: ____________________

Define the destination
[ ] Name an owner for each source
    Record who decides what to keep, archive or leave behind. Resolve unsupported mapped-drive application dependencies before choosing SharePoint.
[ ] Map sources to sites and libraries
    List each source, its destination, its owner and the people who need access. Review the information architecture with those owners.
[ ] Record exclusions and retention decisions
    Agree what will not move and how it will remain available where required. Do not delete the source as part of this worksheet.

Assess content and access
[ ] Run a scan and keep the report
    Use the assessment mode of the chosen migration tool. Assign owners to blocked files, invalid names and destination-path issues.
[ ] Check current service and tool limits
    Record the documentation URL, check date and constraints relevant to this estate. Test large files and deep paths in the pilot.
[ ] Validate identity and permission mapping
    Test representative users, restricted folders and explicit Deny rules. Document the intended destination access and verify it with both allowed and excluded users.

Prove a representative pilot
[ ] Choose difficult content as well as easy files
    Include realistic volumes, special permissions, long paths and the workflows people use every day.
[ ] Reconcile the pilot results
    Compare source and destination counts, review failed and skipped items, open representative files and verify access. Keep exceptions visible.
[ ] Have owners accept the result
    Ask users to complete their real tasks in the destination. Record unresolved issues and the owner of each decision.

Make the cutover decision
[ ] Agree the change window and final pass
    Document the write freeze, incremental migration approach, user communications and where people should work after cutover.
[ ] Document stop and recovery conditions
    Name the decision-maker, the conditions that stop the move, and how access to the original environment will be restored if needed.
[ ] Sign off the handover
    Keep reconciliation reports, access results, exclusions and support instructions together. Decide source retirement separately after acceptance.

Open issues, evidence links and owners:

____________________________________________________________
____________________________________________________________

Go / no-go decision, approver and date:

____________________________________________________________
____________________________________________________________

Full guide: https://mimirpsa.com/insights/sharepoint-migration/

Source guidance:
Microsoft: scan and assess file shares: https://learn.microsoft.com/en-us/sharepointmigration/mm-fileshare-scan-assess
Microsoft: permission behaviour in SPMT: https://learn.microsoft.com/en-us/sharepointmigration/understanding-permissions-when-migrating
Microsoft: SharePoint service limits: https://learn.microsoft.com/en-us/office365/servicedescriptions/sharepoint-online-service-description/sharepoint-online-limits

This worksheet is a planning aid. Recheck current product guidance before executing a change.