You built the site first. That’s why it’s a mess.
Stop guessing at site structure. Plan every SharePoint site with confidence — before you build.
Most SharePoint sites get built first and planned never. It feels productive for six months — then permissions become unmanageable, search stops working, and Copilot starts hallucinating from the mess underneath. This kit gives you the complete system to plan any site properly, the first time.
⚡ Delivered instantly to your inbox. PDF + PPT + Excel included.What you get for $49
The Container Method™ — the complete framework for any site structure
4-Phase Planning Process — Purpose → Contents → Organisation → Success
Site type decision framework — Team Site vs Communication Site vs Hub, decided
Governance routine — weekly, monthly, quarterly, annual — under 90 mins/month
Copilot Readiness framework — all four risk areas with a scoring system
12 ready-to-use Copilot prompts — assess or design any site in minutes
You’re not the problem. Nobody ever taught you to plan first.
Microsoft gives you the tools. It doesn’t give you the methodology. So everyone builds first and figures it out later — and later always costs more.
You open Microsoft 365 and just start building — then six months later it’s unmanageable
You don’t know when to use a Team Site, a Communication Site, or a Hub
Your folder structures go five, six levels deep and nobody can find anything
You’re about to turn on Copilot and have no idea if your structure is ready
Every site in your organisation is organised completely differently
Governance feels like a document nobody reads, not something that actually works
The 4-Phase Planning Process — for every site, every time.
This is the process that 20+ years of SharePoint implementations has proven works. Not a checklist. A system.
Define the Purpose
Write a one-sentence purpose statement that passes the four-test framework. A site without a clear purpose becomes a dumping ground — this stops that from happening.
Identify What Goes Inside
Business content first, SharePoint features second. A content inventory method that starts with the real work — not with what SharePoint can do.
Plan the Organisation
The 3–5 category rule, the three-level folder rule, and the three core metadata columns every library needs. This is the most important phase in the kit.
Set Up for Success
Naming for humans, the Traffic Light permissions system, training, and the five elements that keep a site healthy long after it’s built.
After this kit, you’ll plan every site with confidence — before you build.
The Site Planning Kit gives you a complete methodology — not just a checklist. It’s the system that makes the right answer obvious for any site, any team, any organisation size.
Know exactly which SharePoint site type to use for any team, project, or purpose
Use the Container Method™ to plan any site’s structure — sites, libraries, folders, and metadata
Run a proven 4-phase planning process for every new site, from purpose to permissions
Build a governance routine that takes under 90 minutes a month
Score any site’s Copilot readiness before you turn it on
Use 12 ready-made Copilot prompts to assess or design site structures in minutes, not hours
10 sections. The complete site planning system — start to finish.
From site types through to Copilot prompts — every section builds on the last.
Understanding SharePoint Site Types
Team Site vs Communication Site vs Hub — plain English, with a framework for choosing the right one every time.
The Container Method™
Four levels of containers — Site, Library, Folder, Metadata — and the five non-negotiable rules.
The Four Container Types
Project, Team, Resource, and Process — identify your type first, because it shapes every decision that follows.
Phase 1: Define the Purpose
The four-test framework for a purpose statement that actually guides your build, with a worked example.
Phase 2: Identify What Goes Inside
Business-first content inventory — list the real work, not the SharePoint features.
Phase 3: Plan the Organisation
The 3–5 category rule, the three-level folder rule, and the three core metadata columns every library needs.
Phase 4: Set Up for Success
Naming for humans, Traffic Light permissions, training, and the five elements that keep a site healthy.
Governance That Lasts
Roles, rules, and routines — plus the five governance domains and a maintenance rhythm under 90 mins/month.
Prepare for AI
The four Copilot risk areas and the five-step path from a messy environment to a Copilot-ready one.
12 Copilot Prompts
Ready-to-use prompts for assessing an existing site or designing a new one — copy, adapt, run.
Three of the twelve Copilot prompts
Ready to copy, adapt, and run — no prompt engineering required.
“Review the document libraries in [site name]. For each library, tell me: how many folder levels deep the content goes, whether there’s a consistent set of metadata columns applied, and whether the library appears to mix more than one type of content.”
“I’m planning a new SharePoint site for [describe the team/project/function]. Help me write a purpose statement that is specific, actionable, bounded by a timeframe, and focused on business outcomes rather than SharePoint features.”
“Based on [site name]’s current structure, metadata usage, and permissions, assess how ready this site is for Copilot. Score it against these four risks: permissions exposure, content quality, metadata coverage, and sensitive data protection.”
Nine more prompts are included in the kit, covering permissions review, naming consistency, content inventory, category planning, metadata suggestions, site type recommendations, and governance routine drafting.
Copilot Readiness Note
There is no AI without information architecture. Copilot reads everything it has access to, and what it finds determines what it returns. A site planned with this kit isn’t just easier for people to use today — it’s a site Copilot can be trusted to work from tomorrow.
One download. The complete site planning system.
Everything you need to plan any SharePoint site properly — from purpose statement through to Copilot readiness — in one comprehensive toolkit.
The Site Planning Guide — all 10 sections, in full (PDF + PPT)
The Container Method™ framework explained end to end
The 4-Phase Planning Process with a worked example throughout
12 ready-to-use Copilot prompts for site assessment and design
The Governance Routine — weekly, monthly, quarterly, annual checklist
The Copilot Readiness framework — all four risk areas explained
The Site Type Decision framework — Team Site vs Communication Site vs Hub
The Site Planning Workbook (Excel) — 9 tabs, all four phases, governance and Copilot readiness scorecard
⚡ Instant delivery · PDF + PPT + Excel · No subscription
Plan first. Build second. Get it right the first time.
The methodology Microsoft should have shipped with SharePoint. It didn’t. Now you have it.
Get the Site Planning Kit — $49 →⚡ Instant delivery · PDF + PPT + Excel · One-time payment