Score eight information foundations, uncover hidden friction and assign your team's two highest-impact 90-day actions in under an hour. Includes an interactive Excel scorecard dashboard and companion team debrief workbook.
The Simply SharePoint method: There is no AI without IA. Natural-language names, clear containers, purposeful metadata, trusted content, named owners and routine reviews turn messy SharePoint into a foundation your people can use and Copilot can trust.
Complete the self-assessment in under an hour. Clean Excel workbook (.xlsx) + printable Team Debrief workbook (PDF). Zero macros or tenant access.
Designed for SharePoint site owners, operations managers and M365 champions to turn vague frustration into clear, owned actions.
An interactive spreadsheet with five dedicated sheets that automatically scores your foundations, plots a visual chart and shortlists your 90-day action plan.
An 8-page companion guide that walks you through running a 45-minute team conversation so your scorecard does not become an ignored personal checklist.
Based on Liza Tinker's 20+ years of hands-on Microsoft 365 architecture experience. Honest, plain-English questions that identify real workplace blockers.
Can an unfamiliar colleague tell what a site, library or document is for without insider knowledge?
Why: Avoid cryptic shorthand, outdated project codes and duplicate library names.
Is content kept in clear, purposeful places so people know where to put it and where to look?
Why: Eliminate deep folder mazes, ad hoc chat storage and overlapping 'just-in-case' locations.
Do you use a small set of purposeful labels to help people find and manage priority content?
Why: Avoid 15 empty columns nobody fills out. Focus on the 2–3 decisions that genuinely matter.
Can people distinguish the authoritative source from drafts, duplicates and outdated material?
Why: Keep working files separate from published truth so search and Copilot surface the right version.
Is there a named person or team responsible for each important site and content area?
Why: Ensure every key container has someone accountable for its accuracy and ongoing care.
Do important sites and content have review dates that trigger a real decision?
Why: Routine review prevents drift and ensures superseded content is archived deliberately.
Are everyday rules simple, visible and easy to follow where people do their work?
Why: Governance embedded in the solution works; a 50-page policy document on a shelf does not.
Do people know when to verify sources and take responsibility for decisions made with Copilot?
Why: AI assists with drafts and finding; people remain accountable for records, accuracy and final truth.
The scorecard calculates your score automatically out of 24 points. Your result is an honest snapshot to guide improvement, not a reason for embarrassment.
Narrow scope to one high-value journey. Name an owner, clarify purpose and fix the two biggest blockers first.
Standardise working basics for priority content: clear names, clean homes, a few useful labels and review routines.
Embed ownership, review dates and in-context rules into everyday work. Test the journey with real users.
Strong foundation in the selected scope. Keep reviews active, watch for drift and retain human checks for key decisions.
Start with the free Scorecard. When you are ready to fix the underlying structure, choose the resource that matches your problem and budget.
For teams whose main gap is folders, columns or views. Move from identifying a problem to planning a practical library design in Excel.
Self-paced step-by-step guides with exact Copilot Chat prompts and manual fallback steps to build or clean up specific hubs.
For complex problems spanning multiple sites, access permissions, team handoffs or whole-of-department information architecture.
Download the formula-driven Excel Scorecard and 8-page Team Debrief Workbook today. Zero setup, zero macros, and zero tenant risk.
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