M365 Playbooks

Program · Operations

  • Teams
  • SharePoint

Microsoft Teams workspaces

Decide when a Team is the right tool, set one up that works, and keep it healthy without sprawl.

Written for Microsoft 365 E5

Essential path

One playbook per stage: the minimum to do this well.

  1. 1. Plan

    Decide if a Team is the right tool

    A clear rule for when to create a Team, a SharePoint site or a group chat, with naming, owners and guest access settled.

    Duration
    1 to 2 weeks
    Complexity
    Low

  2. 2. Deploy

    Set up a Team that works

    A Team with purposeful channels, the right access, and members who know how to use it from launch.

    Duration
    1 to 2 weeks
    Complexity
    Low

  3. 3. Maintain

    Keep a Team healthy

    A light review rhythm that keeps owners, members and channels current, and archives the Team when its work is done.

    Duration
    Ongoing
    Complexity
    Low

↻ Refine feeds what you learn back into Plan.

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