DOWNLOADABLE TEMPLATES

The Starter Toolkit

Everything You Need to Begin Fixing Your SharePoint Mess

A curated collection of templates, worksheets, and quick-start guides to help you take immediate action on your SharePoint information architecture—without the overwhelm.

You Know You Need to Fix Your SharePoint. But Where Do You Start?

Most SharePoint consultants and IT teams face the same challenge: they understand the principles of good information architecture, but they don't have practical, ready-to-use tools to implement it quickly.

The Starter Toolkit gives you the templates and frameworks you need to take action today.

What's Inside the Toolkit

Practical templates and worksheets you can use immediately to assess, plan, and implement better SharePoint structure.

Site Assessment Worksheet

Systematically evaluate your current SharePoint environment to identify pain points, redundancies, and opportunities for improvement.

Purpose Statement Template

Define clear, actionable purpose statements for every SharePoint site—the foundation of good governance.

Hub Architecture Planner

Design logical hub site structures that organize content by function, department, or business process.

Metadata Design Worksheet

Plan your taxonomy, content types, and managed metadata with a structured approach that ensures consistency.

Permissions Planning Matrix

Map out permission structures before you build them—avoid the chaos of broken inheritance and over-permissioned content.

Quick-Start Implementation Guide

Step-by-step instructions for applying the templates to your environment—get started in hours, not weeks.

Who Is This Toolkit For?

SharePoint Consultants

Save hours on every client engagement with ready-to-use templates that demonstrate your expertise.

IT Administrators

Take control of sprawling SharePoint environments with practical tools for assessment and planning.

Information Architects

Apply proven IA principles to SharePoint with templates designed specifically for the platform.

Stop Planning. Start Fixing.

Get instant access to all templates and worksheets—download, customize, and start improving your SharePoint today.

Instant download • Editable templates • Lifetime access