SharePoint 2013 Deployment Project Plan Template

SharePoint deployments generally stay fairly consistent from one to the next. This makes it relatively predictable to plan and deliver a SharePoint deployment project. It also makes planning a new deployment project quite straightforward and simply a matter of fine tuning the tasks and effort estimates.

For my projects, I use a general template that lists the main tasks involved in a deployment, and for the most part, my deployment project plan template has held pretty consistent for several years now, aside from minor updates to accommodate product changes.

I like to simplify every SharePoint deployment into a phased approach that leads up to a pilot with a group of users using default SharePoint sites (free of any custom components or UI designs). I break down a deployment project into these phases:

  • Phase Zero: Prerequisites & Project Planning
  • Phase One: Design Infrastructure Architecture
  • Phase Two: Deploy Test Farm
  • Phase Three: Deploy Production Farm
  • Phase Four: Conduct Pilot
  • Phase Five: Plan Rollout

The output from the final phase is a project plan for any customizations and rollout phases to on-board additional users, all delivered in follow-on project iterations and phases; yet I plan the effort following the pilot phase when I have a clearer understanding of the requirements and effort required.

The following table lists the tasks involved as well as my general effort estimations for each task activity (these are just starting points to estimate effort and I adjust them to fit a specific project’s needs). You should be able to copy and paste these tasks into your Microsoft Project plan’s Gantt chart.

Task Name Duration
Phase Zero: Prerequisites & Project Planning
   Project Delivery Kick-Off 0.25 days
   SharePoint Functional & Architectural Overview Presentation 0.5 days
   Finalize Project Roles & Responsibilities 2 days
   Identify SharePoint Service Owners & Ongoing Operations Team 2 days
   Identify Product Keys 0.25 days
   Envision Solution & Project Approach 2 days
   Plan SharePoint Farm Install Tasks & Task Coordination 2 days
Phase One: Design Infrastructure Architecture
   Analyze Capacity Plan 2 days
   Analyze & Design Infrastructure Architecture 2 days
   Document Infrastructure Architecture 3 days
   Document SharePoint Server Build Guide 3 days
   Document Office Web Apps Build Guide 1 day
   Conduct Design Review with Security Teams 0.5 hrs
   Confirm Hardware Specification 0.5 days
   Procure Hardware 1 day
   Procure SharePoint & SQL Server Licenses 1 day
   Provision Production Farm (Physical/Virtual) Servers 0.5 days
   Provision Test Farm (Physical/Virtual) Servers 0.5 days
   Install Base OS on Servers 1 day
   Identify Web Application Naming Convention for Collaboration, Search, My Site, Portal, and Central Administration 0.5 days
   Create DNS Entries for Web Applications 0.25 days
   Create Farm Service Accounts and Admin Security Groups (Domain Accounts) 2 hrs
   Grant SharePoint Farm Admin Account Admin Privileges 2 hrs
   Create & Install SSL Certificates on Servers 0.5 days
   Planning Session – Operational Roles and Responsibilities 0.5 days
   Planning Session – Scheduled Jobs 0.5 days
   Planning Session – Backup and Restore 0.5 days
   Draft Base Operations Plan Document 2 days
   Deployment Prerequisites Complete 0 days
Phase Two: Deploy Test Farm
   Review Farm Infrastructure & Prep Environment 1 day
   Install SQL Server and Patches on Database Server 0.5 days
   Install SharePoint Prerequisites 0.25 days
   Install SharePoint and SharePoint Patches on Servers 0.5 days
   Install Language Packs 0.5 days
   Configure Application Servers and Establish a SharePoint Farm 0.5 days
   Install & Configure Office Web Apps 0.5 days
   Provision Test Web Applications
      Provision Collaboration, Search, My Sites, and Portal Web Apps 2 hrs
      Configure Web Application Quotas 0.25 hrs
      Configure Self-Service Site Creation 0.25 hrs
      Create My Site Host 0.25 hrs
      Create Search Portal 0.25 days
      Configure Firewall Proxy Server 0.5 days
   Provision Service Applications
      Configure Services on Server 0.5 hrs
      Provision Managed Metadata Service 0.25 hrs
      Provision SharePoint Search Service 1 hr
      Provision User Profile Service 0.5 hrs
      Configure Profile Fields for My Sites and Profile Import 1 hr
      Configure Profile Synchronization 1 hr
      Configure SharePoint Search and Schedule Content Indexing 1 hr
   Install & Configure Backup Software for SharePoint to Backup Test Environment 0.5 days
   Schedule SQL Server Backups & Monitoring 2 hrs
   Document Test Server Farm Setup and Configuration Details 1 day
   Knowledge Transfer and Test Farm Setup Debrief 1 day
   Test Farm Deployment Settings 1 day
   Conduct Security Review & Assessment
      Assess Security Architecture 0.5 days
      Assess Data Sensitivity 0.5 days
      Verify OS Hardening 0.25 days
      Configure Intrusion Detection Monitoring 0.5 days
      Conduct a General Vulnerabilities Assessment 0.5 days
   Stabilize Farm Deployment 1 day
   Test Farm Complete 0 days
Phase Three: Deploy Production Farm 1 day
   Review Farm Infrastructure & Prep Environment 1 day
   Install SQL Server and Patches on Database Server 0.5 days
   Install SharePoint Prerequisites 0.25 days
   Install SharePoint and SharePoint Patches on Servers 0.5 days
   Install Language Packs 0.5 days
   Configure Application Servers and Establish a SharePoint Farm 0.5 days
   Install & Configure Office Web Apps 0.5 days
   Provision Web Applications
      Provision Collaboration, Search, My Sites, and Portal Web Apps 2 hrs
      Configure Web Application Quotas 0.25 hrs
      Configure Self-Service Site Creation 0.25 hrs
      Create My Site Host 0.25 hrs
      Create Search Portal 0.25 days
      Configure Firewall Proxy Server 0.5 days
   Provision Service Applications
      Configure Services on Server 0.5 hrs
      Provision Managed Metadata Service 0.25 hrs
      Provision SharePoint Search Service 1 hr
      Provision User Profile Service 0.5 hrs
      Configure Profile Fields for My Sites and Profile Import 1 hr
      Configure Profile Synchronization 1 hr
      Configure SharePoint Search and Schedule Content Indexing 1 hr
   Install & Configure Backup Software for SharePoint to Backup Test Environment 0.5 days
   Schedule SQL Server Backups & Monitoring 2 hrs
   Document Production Server Farm Setup and Configuration Details 1 day
   Knowledge Transfer and Production Farm Setup Debrief 1 day
   Test Farm Deployment Settings 1 day
   Conduct Security Review & Assessment
      Assess Security Architecture 0.5 days
      Assess Data Sensitivity 0.5 days
      Verify OS Hardening 0.25 days
      Configure Intrusion Detection Monitoring 0.5 days
      Conduct a General Vulnerabilities Assessment 0.5 days
   Stabilize Farm Deployment 1 day
   Production Farm Complete 0 days
Phase Four: Conduct Pilot
   Plan Training Strategy 1 day
   Develop Training References 5 days
   Develop Quick Reference Guides 3 days
   Design Service Request & Support Procedures 2 days
   Train Service Desk Team 1 day
   Identify Pilot Users 0.5 days
   Train Pilot Users 1 day
   Drive Pilot Adoption & Collect Feedback from Users 5 days
   Pilot 5 days
   Conduct Pilot Debrief & Review Feedback 0.5 days
   Identify Functionality Gaps 2 days
   Stabilize Pilot 1 day
   User Acceptance Testing (UAT) 0.5 days
   Pilot/UAT Complete 0 days
Phase Five: Plan Rollout
   Review Branding Policies & Guidelines 1 day
   Analyze UI Design Requirements 2 days
   Design Wireframes 3 days
   Design Mock-up Drafts 3 days
   Review Wireframes & Mock-ups 0.5 days
   Design UI 7 days
   Develop UI Package 7 days
   Plan User Adoption and Rollout 5 days

19 Responses to SharePoint 2013 Deployment Project Plan Template

  1. Robi says:

    Very informative and helpful. Thanks for such nice post. Can you please help me from where i will put my custom development requirements.

    • Hi Robi – I usually like to deploy a pilot first, and then use that to gather requirements. So in this example, I would schedule time in Phase Four to gather custom development requirements. I would also schedule time in Phase Five to estimate the custom development effort and design the solution, and then in future phases I would implement the custom development.

      I also use TFS work items to track custom development requirements: http://msdn.microsoft.com/en-us/vstudio/ff637362.aspx

  2. Sarah Gilmour says:

    Helpful article, thank you for sharing your knowledge. I’m managing a SharePoint deployment project for my company; our IT services and support are outsourced and this has provided a useful insight which will help me more effectively manage the project in its entirety.

  3. Sandra White says:

    Thank you Steve, This information was greate!

  4. Stelucia says:

    Steve, This deployment plan corresponds to which SharePoint capacity in terms of users, SP farms and servers?

  5. Khushi says:

    Steve – This is nice draft of the proj plan. Quick question – Do you have any such plan for migration (2010 to 2013) project?

    Thanks,
    Khushi

  6. Alan Hinton says:

    Don’t suppose you want to drop a link to the actual .mpp file.. saves manually entering each item in.

    Thanks for attaching this. It will be very useful moving forward. I broadcast this out to twitter.. More people should get to this.

    • Unfortunately I couldn’t seem to upload the MPP file to WordPress, but you can just copy the table and paste it right into your Project plan gantt chart without having to enter each item.

      I’m happy to hear you’re finding it useful!

  7. Mike says:

    Love your book but would love to know where can I find SharePoint Project Initiation from other platform like EMC or Canon

  8. Sam Daniel says:

    Steve, Really excellent information. This is what exactly I am looking for, thanks.

  9. Michael H. says:

    Hi Steve–This is very nice! Thank you! I had a couple of questions. 1. How would you alter this for a migration from a lower version of SharePoint? I am curious where the tasks related to the migration and defining requirements would fall in your plan. Thank you. Michael

  10. Stella J. says:

    Nice write-up Steve. I just want to know, little briefing of your SharePoint migration process. Actually just want clarity on this.

    By the way, Thanks :)

  11. Loren says:

    Steve, I have a question about your “Determining between SharePoint Site Collections and Sub-Sites” article. Would you contact me via email.

    Thanks!

  12. Ashish says:

    Thank you so much Steve for excellent effort estimate template, people like you keep the ball rolling!

  13. ed liston says:

    Hi steve,
    really great and it help a lot to me as newbie to ms sharepoint.

    Thanks and have a great day!

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