| Worksheet Title | Worksheet Purpose |
| Master pages worksheet | Plan master pages for site collections. |
| People, profiles, and policies worksheet | Plan connections, sources, people features, and audiences. |
| Policy worksheet | Plan information management policies for content types. |
| Record categories worksheet | Plan record categories. |
| Records management stakeholders and participants worksheet | Identify records management planning stakeholders and analyze records management practices. |
| Records routing table worksheet | Design the records routing table. |
| Search properties worksheet) | Plan properties for search, mapping crawled properties to managed properties. |
| Single sign-on enterprise application definition worksheet | Plan settings for individual enterprise application definitions (used with single sign-on). |
| Single sign-on server farm settings worksheet | Plan farm-level single sign-on settings. |
| Site and content security worksheet | Record inherited and unique permissions; record which groups need what level of access. |
| Site creation worksheet | Record a plan for creating sites. |
| Site hierarchy planning tool | Create a site hierarchy diagram in Microsoft Office Visio. |
| Site maintenance worksheet | Record the plan for maintaining sites, including quota values and automatic deletion choices. |
| Site paths worksheet | Record managed paths that need to be created for hosting collaboration sites. |
| Trusted data connection libraries worksheet | Record the names of trusted data connection libraries. |
| Trusted data providers worksheet | Record the names of trusted data providers. |
| Trusted file locations worksheet | Record the names of trusted SharePoint sites, Universal Naming Convention paths, and Web sites. |
| Web application authentication settings worksheet | Plan authentication settings for individual Web applications. |
| Welcome pages worksheet | Plan fields for welcome pages. |