The Statement of Work should, at a minimum, address the following items.

1. Discovery/Planning

Facilitate planning/information sessions to gather information, create a project framework, and develop an enterprise-wide approach to establishing an enterprise-wide governance policy, flat SPO architecture, and migration strategy. Deliverables should include but not be limited to:

• Kick-Off Meeting

• Comprehensive Scope of Work

• Detailed Project Schedule

• Responsibility Assignment Matrix

• Status Meetings and Reports

• Communications Plan

• Presentations

2. Governance Plan

Define and establish a governance structure that provides and facilitates information architecture sustainability. Deliverables should include, but not be limited to:

    Identify governance committees to provide SharePoint oversight, direction, and change management/ improvements

    Define the maintenance, auditing, and non-compliance procedures for long-term adherence to the governance plan

    Identify the following roles:

                o Site owners (responsible for managing site access/permission subsites and basic support tasks)

                o Site contributors (who will have access to create/update/delete content on the site)

               o Site visitors (who will have access to only view site contents)

• Demonstrate roles and how they play a part in the overall governance plan

• Define the access restrictions and group permissions, including external and anonymous access

• Define the processes to provision a new site collection, team site, page, or other SharePoint-integrated resources

• Provide guidance on best scenarios for using SharePoint Online versus other Office 365 tools

3. Information Architect

Conduct an assessment of the current SPO environment and tools. Design a comprehensive flat architecture strategy to meet long-term PWC and end-user needs. Focus on minimizing customized solutions and maximizing out-of-box SharePoint Online capabilities. Deliverables should include but not be limited to:

• Assess the existing SharePoint, network drive, and archive structures to understand the current layout, content types, and metadata

• Facilitate division and department sessions to define the information architecture, including a site map, navigation, search capabilities, labeling, and branding

• Configure core SPO features, including compliance, security, and site provisioning per the discovery/planning phase

          o Security in scope is comprised of permissions, conditional access, Data Loss Prevention and Multi Factor Authentication

• Build site and deploy page templates per department

          o Uniformity in look and feel between sites is key to allowing for more streamlined and seamless navigation

4. Data Migration

Develop and implement content and data migration strategy. Deliverables should include, but not be limited to:

• Assess content and data on network drives

• Conduct a technical content migration workshop to understand the depth and breadth of content, usage retention requirements, etc., to determine a content strategy

• Provide expertise and best practices for establishing content migration guidelines and recommendations, including:

            o What data should be restructured and migrated to SharePoint Online

            o What content types, file types and sizes cannot be migrated

            o How to deal with content version history

            o How to maximize search results for end user

• Design taxonomy, including content types and metadata

• Based on data migration strategy, document and define the migration plan, including:

       o Migration software consultant provides

        o Approach for preparing and verifying content and data for automatic versus manual migration

        o Assigning appropriate metadata

        o Roles and responsibilities of consultant

        o Roles and responsibilities of PWC

        o Appropriate training for PWC

        o Migration validation and PWC verification and approval

         o Migration assumptions

5. Training/Knowledge Transfer

Provide admin/end-user training sessions and documentation customized to the proposed solution. Deliverables should include, but not be limited to:

• Navigate O365, the new SharePoint environment, and all new processes (i.e., requesting a site, search and search results, etc.)

• Training plan based on the proposed solution that addresses change management and long-term adoption needs

• Create user guides that provide step-by-step instructions

• Content Owner training