Deployment planning checklist for Office 365
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Contributors
When you move an enterprise organization to Office 365, it's important to plan exactly what steps you want to take, when to perform them, and who will perform them. This checklist will help your organization as you plan and prepare for a migration to Office 365. The phases and steps in the checklist are aligned with the guidance provided by the Onboarding Center. Feel free to adapt this checklist to your organization's needs.
Need help with your deployment?
Do you want help getting Office 365 set up? Consider using FastTrack or the Deployment advisors for Office 365 services.
Sample checklist for an Office 365 Enterprise deployment
| Deployment Tasks /Events |
Start Date |
Finish Date |
Resources |
Dependencies |
| Determine your deployment goals |
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| With your internal and external stakeholders: - Agree on scope and timeline - Agree on project tracking mechanism - Develop success criteria and a communication / Get started with Office 365 |
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| Inventory your current environment and make key deployment decisions | ||||
| Inventory your current environment | ||||
| Collect the number of user accounts (login names, email addresses) | ||||
| Collect the number and size of mailboxes (including shared mailboxes and conference rooms) | ||||
| Collect client versions and configurations (browsers, operating systems, office applications, mobile versions, and so on) | ||||
| Collect details on your network settings (DNS hosts, proxy and/or firewall configuration, internet connectivity) | ||||
| Collect information on file storage locations (file shares, intranet file storage) | ||||
| Collect details about any intranet sites that you plan to migrate | ||||
| Collect online meeting and Instant Messaging systems that you plan to migrate | ||||
| Collect the details about any applications that are integrated with existing systems (mail enabled applications, workflow, CRM, and so on) | ||||
| Make key deployment decisions | ||||
| How will you create and/or synchronize accounts? | ||||
| How will user accounts be authenticated? | ||||
| Will you migrate any data and how will that migration occur ( email and files)? | ||||
| Will there be any short or long term integration with on-premises systems? | ||||
| What devices will users be able to connect from (remotely, from mobile devices, or just from your network)? | ||||
| Fix potential deployment blockers | ||||
| With tools and guidance from Microsoft: | ||||
| Clean up active directory accounts ( guidance and tool) | ||||
| Get your data ready for a migration ( email and files) | ||||
| Get your network ready ( guidance and tools) | ||||
| Update client software versions ( guidance) | ||||
| If you have Active Directory Rights Management Services: Prepare your environment ( guidance) |
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| Set up Office 365 services to work for your organization | ||||
| Configure your Office 365 subscription | ||||
| Verify the domains you want to use with your subscription | ||||
| Configure application settings (email, instant messaging, online meetings, web collaboration, file storage, Yammer) | ||||
| Optionally prepare for directory synchronization | ||||
| Optionally prepare for single sign-on | ||||
| Prepare your organization | ||||
| Prepare service desk for upcoming migration | ||||
| Test the deployment and optional migration process | ||||
| Tell your users about the upcoming changes and how it will affect them | ||||
| Roll out to users | ||||
| Setup accounts and mailboxes | ||||
| Add your users and Assign licenses to users in Office 365 for business | ||||
| Optionally migrate data ( email, and files, and so on) | ||||
| Validate functionality then complete final steps | ||||
| Migrate DNS settings to point to Office 365 | ||||
| Tell your users when they can start using Office 365 | ||||
| Reconfigure client systems to connect to Office 365 ( Office, Outlook, Outlook for Mac, Mobile Devices) |