Free download
The SharePoint Governance Checklist.
The same 28 checks we run in paid client audits — covering sites, permissions, documents, retention, ownership and adoption. Tick what's true today; every unticked box is where the chaos gets back in.
What's inside
Six sections. 28 checks. One page of rules.
- 01Sites & structure — who can create sites, naming conventions, hub architecture and the site directory every tenant should have.
- 02Permissions & sharing — groups over individuals, external sharing per site, expiring links and the quarterly access review.
- 03Documents & libraries — versioning, metadata over folder trees, the one-source-of-truth rule and where templates live.
- 04Retention & lifecycle — retention labels, archive policy and catching orphaned sites before they rot.
- 05Ownership & accountability — a named owner for every site, review dates that actually get honored, and governance that fits on one page.
- 06Adoption & training — onboarding, how-to guides, champions and retiring what nobody uses.
This is the checklist behind our SharePoint consulting audits — the difference between a SharePoint that stays clean for years and one that's chaos again in six months is rarely the software. It's these 28 habits.
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Want us to walk the list with you against your actual tenant? The 30-minute audit is free.
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Book a free 30-minute audit — we'll go through your tenant against this exact list and tell you which three gaps to close first.