Information Architecture Plan

Quick Launch to Worksheets

Worksheets for Site Information

User Analysis
Content Analysis Overview
Site Definitions This is a self contained set of worksh
Site Map SharePoint 2007 site.
Library Specs
List Specs Usage
Fill out each sheet in sequence. I
Blog Specs
time and move to the next sheet.
Discussion Board Specs
Wiki Specs Intended Audience
These worksheets are for novice
Credits and Resources resource information in one documen
their site.

This is a work in progress. Comm

Mark Miller, Mark.Miller@EndUserSha

http://www.EndUserSharePoint.co

Copyright 2007 - 2008, Mark M

itecture Plan for a SharePoint 2007 Site

r Site Information Architecture Planning

tained set of worksheets for defining the Information Architecture of your

07 site.

eet in sequence. If you don't have all of the information, fill out what you have at the
o the next sheet.

ence
ets are for novice site planners. By interviewing potential users and coordinating
tion in one document, it helps the novice site planner focus on the primary concerns of

n progress. Comments and recommendations are appreciated.

k.Miller@EndUserSharePoint.com

ndUserSharePoint.com.com Last Updated: 5/30/2010

ight 2007 - 2008, Mark Miller, All Rights Reserved

 Subject: User Analysis
Purpose: Define who will be using the site and what their ex
Prepared By:
Date:
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Person or Group Relationship to Site

ng the site and what their expectations are

Frequency of Access Content of Interest Features of Interest

Access Permissions Comments
 Subject:
Purpose:
Prepared By:
Date:
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Type of documents, content or resources

Content Analysis
Define the types of documents or resource that will reside in the site

Description Current Location

 Use this worksheet to coordinate the location of existing files, data,
diagrams, templates or resources that will be incorporated into the site.
The process of doing this will help define the major content areas for your
site and what should reside there.

How will it be moved Frequency of New Data Est # of Docs

Est # of Users Storage Type (List, Library, Site, etc)
Comments
 Subject:
Purpose:
Prepared By:
Date:
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Site or Subsite Name

Site Definitions Using the Content Analysis worksheet, create a
Create site name and define objectives based upon how you want to setup your major
each site. Subsequent worksheets (steps) will
development the site.

Description Main Objective

 Analysis worksheet, create a name for each site and subsite
ou want to setup your major sections. Define the objective of
uent worksheets (steps) will refine each stage of the
site.

Template Type
d subsite
ective of
e

Default Security Settings Comments

 Subject: Site Map
Purpose: Create a tree view site map
Prepared By:
Date:
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Site One Level 1

Main Entrance Site Financial Reports
Document Archive
Contacts
The Latests News
Project 1

Project 2
 Using the information generated in the previous worksheets, create a hi
ew site map the information structure. This should include sites, subsites, libraries, lis
Replace the example below with your proposed site map.

Type Level 2 Type

Document Library
Document Library
List
Blog
Site
Latest News Blog
Knowledge Base Wiki
Screenshots Picture library
Project Tasks Project task list
Immediate needs Issue tracking list
Project Definition Document workspace

Site
Latest News Blog
Knowledge Base Wiki
Screenshots Picture library
Project Tasks Project task list
Immediate needs Issue tracking list
n the previous worksheets, create a hierarchical tree for
uld include sites, subsites, libraries, lists, blogs, etc.
our proposed site map.

Level 3 Type

Manager Updates Blog

Timelines Calendar
Project specs Document library
Open Forum Discussion board
 Subject: Library Specifications
Purpose: Define the basic requirements for each library
Prepared By:
Date:
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Library Name Site

 Specifications For each of the libraries defined in the Site Map worksheet, de
basic requirements for each library will be used as a check sheet when the site manager begins c
the site.

Type of Library Description

 or each of the libraries defined in the Site Map worksheet, define the requirements. This
will be used as a check sheet when the site manager begins creating the content areas for
he site.

Default Document Template Type of Documents

nts. This
t areas for

Default Security Settings Available Content Types or Document Templates

Enforce Required Check Out Require IRM Versioning
Workflows RSS Settings
 Subject: List Specifications
Purpose: Define the basic requirements for each list
Prepared By:
Date:
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List Name Site

 For each of the lists defined in the Site Map worksheet, define the
ents for each list requirements. This will be used as a check sheet when the site manage
begins creating the content areas for the site.

List Type Description

te Map worksheet, define the
check sheet when the site manager
r the site.

Default Security Settings Comments

 Subject:
Purpose:
Prepared By:
Date:
Return to Quick Launch

Blog Name
Blog Specifications For each of the blogs defined in the
Define the basic requirements for each blog specifications. This will be used as
begins creating the content areas

Parent Site Description

ach of the blogs defined in the Site Map worksheet, define the
ications. This will be used as a check sheet when the site manager
s creating the content areas for the site.

Major Categories Owner of Blog

Default Security Settings
Comments
 Subject: Discussion Board Specifications
Purpose: Define the basic requirements for each discussion
Prepared By:
Date:
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Discussion Board Name Site

 Specifications For each of the discussion boards defined in the Site Map worksheet
nts for each discussion board define the specifications. This will be used as a check sheet when th
manager begins creating the content areas for the site.

Description Moderator of Board

ssion boards defined in the Site Map worksheet,
ons. This will be used as a check sheet when the site
ting the content areas for the site.

Default Security Settings

 Subject: Wiki Spaces
Purpose: Define the basic requirements for each wiki
Prepared By:
Date:
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Name of Wiki Parent Site

 For each of the wikis defined in the Site Map worksheet, defin
for each wiki specifications. This will be used as a check sheet when the si
begins creating the content areas for the site.

Page or Site Description

ed in the Site Map worksheet, define the
used as a check sheet when the site manager
t areas for the site.

Wiki Manager Default Security Settings

Comments
 Subject:
Purpose:
Prepared By:
Date:
Return to Quick Launch

From Mark Miller:

These worksheets are for you to use when starting to structure information
of those provided by Microsoft (see links to original resources below), but m
creating their Information Architecture. You may use them, change the

I would appreciate hearing from you if you find them useful or make chang

This is a work in progress. Comments and recommendations are a

Mark Miller, Mark.Miller@EndUserSharePoint.com

Name of Resource
End User SharePoint, No Geekspeak
SharePoint 2007 User's Guide
Microsoft Planning Worksheets
Michael Gannotti on SharePoint
SharePoint Blogs - What, Me Blog?
Office/SharePoint Developer Screencasts
You Tube
SharePoint Screencasts
SharePointPedia
 Credits and Resources
Credit and links to sources used when creating this worksheet
Mark Miller
5/30/2010

Miller:

eets are for you to use when starting to structure information for your SharePoint 2007 site. Some of the sheets
ded by Microsoft (see links to original resources below), but most were created by me to help clients in their inv
Information Architecture. You may use them, change them, add to them and pass them around to oth

ciate hearing from you if you find them useful or make changes that might help others using them.

k in progress. Comments and recommendations are always appreciated.

ark.Miller@EndUserSharePoint.com

Author Type of Resource

Mark Miller Blog
Seth Bates, Tony Smith Book
Microsoft Knowledge Base
Michael Gannotti Blog
Various Blog
Ted Pattison Group Video
Various Video
SharePoint eLearning Video
Microsoft Knowledge Base
te. Some of the sheets are refinements
help clients in their investigations for
them around to other users.

sing them.

Date Published
Daily
26-Feb-07
1-Dec-06
Daily
Daily
Frequently
Daily
Frequently
Daily
ents
or

Comments
Updated daily with content for the end user of SharePoint. No geekspeak, no coding
This is the book I recommend the most for those getting started. Clear, easy to understand and handl
Comprehensive set of worksheets for end users up through site administrators. Overkill for novices, b
Mikey' posts daily as well as does multiple podcasts while driving. Worth checking in daily for the late
Dustin Miller has aggregated a bunch of SharePoint blogs under one umbrella. The RSS feed is worth
Some of the puns will make you groan, but the content is very good. Worth a long look
You'd be surprised at what you will find by searching for SharePoint
Nice production values, good content and easy access. Topics accessible by skill level
Wants to be the most comprehensive, user content driven SharePoint site