Site Builder/Owner: New Site Checklist

Note

This is an open-source article with the community providing support for it. For official Microsoft content, see Microsoft 365 documentation.

The purpose of this guide is to help document the initial setup of a site and provide resources for next steps and ongoing support. Consider this a starting checklist, which you may well adapt for your own purposes.

Checklist

  • [ ] Site build
    • [ ] Site information
    • [ ] Site Ownership
    • [ ] Site permissions
    • [ ] Site features
    • [ ] Document libraries
    • [ ] Lists
    • [ ] Apps
  • [ ] Site owner training
  • [ ] Site user training
  • [ ] Site support
  • [ ] Next steps

Site build

Site information

  • Title:
  • URL:
  • Type (Communication/Team):
  • Group enabled (Yes/No):
  • Teams enabled (Yes/No):
  • Description:
  • Hub site (Yes/No):
  • Joined to Hub site (Yes/No):
    • Hub Site name:

Site Ownership

  • Content Owner 1:
  • Content Owner 2:
  • Technical Owner:

Site permissions

Role Permission level Users
Owners Full control
Members Edit
Visitors Read
New entry Permission level Users

Custom permission levels

Name Description
New entry Description

Custom Groups

Name Description
New entry Description

Site access request settings

  • Members allowed to share the site, files and folders (Yes/No):
  • Members allowed to invite others to site members group (Yes/No):
  • Allow access requests (Yes/No):
    • Requests to site owners (Yes/No):
    • Requests to user (Yes/No):
      • User E-mail address:

Site features

Name Status (Enabled/Disabled)
New entry Enabled/Disabled

Site closure and deletion settings

  • Site policy applied (Yes/No):
    • Site policy name (with description):

Document Libraries

Name Description Retention label applied Sensitivity label applied Content Types used Power Automate flow used
New entry Description Retention label name Sensitivity label name Content type name Workflow name trigger

Lists

Name Description Content Types used Power Automate flow used
New entry Description Content type name Workflow name trigger

Apps

Name Description
New entry Description

Site owner training

Custom training resources - Site owners

Name URL
Name URL

Microsoft training resources - Site owners

Name URL
SharePoint Online video training https://support.office.com/article/sharepoint-online-video-training-cb8ef501-84db-4427-ac77-ec2009fb8e23
Name URL

Site user training

Custom training resources - Site members

Name URL
Name URL

Microsoft training resources - Site members

Name URL
SharePoint Online video training https://support.office.com/article/sharepoint-online-video-training-cb8ef501-84db-4427-ac77-ec2009fb8e23
Name URL

Site support

Name Description
New entry Description

Next steps

Name Description
New entry Description

Principal author: Norm Young