Pick the bundle that matches where you are right now.
Whether you need to build the right structure, get ready for Copilot, or fix everything at once — there's a bundle for that. All products are delivered instantly as PDF guides and Excel workbooks.
Build the right structure from the ground up.
Who owns what. What the rules are. A plain-English governance system with roles, library standards, and a monthly routine.
See full detailsFolders vs metadata, the 3-level rule, the 3 core columns, and real library examples for HR, Projects, Finance, and Contracts.
See full detailsEvery naming decision — sites, libraries, columns, files — with before-and-after examples and a two-week implementation plan.
See full detailsKnow who owns every site, library, and list in your tenant
Apply consistent naming that any new starter can understand on day one
Build a metadata model that makes content findable by people and by Copilot
Run a monthly governance routine in under 90 minutes
Have a SharePoint that holds its structure without constant policing
Governance Starter Kit (25-slide PDF + 5 Excel workbooks)
Metadata & Structure Planning Guide (25-slide PDF + 4 Excel workbooks)
Naming for Humans (24-slide PDF + 1 Excel workbook with 4 tabs)
Governance Scope Planner, Library Standards Audit, Sharing Rules Record
Document Type Audit Worksheet, Metadata Model Planner, Copilot Readiness Check
Site Naming Audit, File Naming Cleanup tracker, Library & Column Planner
Naming Decision Tree and Quick Naming Checklist
Copilot naming and metadata readiness checks for all three guides
Copilot Readiness Note
Governance, metadata, and naming are the three foundations Copilot needs to work properly. Without governance, nobody owns the content. Without metadata, Copilot can't filter. Without consistent naming, Copilot can't find. This bundle fixes all three.
One-time payment · Instant download · Keep forever
The fastest path from messy SharePoint to Copilot go-live.
The 5-step process to identify owners, remove duplicates, archive old content, and apply structure — in 30 days.
See full detailsBuild the metadata model that makes Copilot's answers accurate. The 3 core columns, real library examples, and a Copilot readiness check.
See full detailsPermissions, content quality, metadata, sensitive data — the four risk areas to fix before Copilot goes live. Includes the 25-question scorecard.
See full detailsClean up the mess before Copilot reads it
Build the metadata layer that makes Copilot's answers accurate
Audit permissions so Copilot only surfaces what people should see
Identify and handle sensitive content before go-live
Score your readiness with the 25-question Are We Ready? scorecard
Follow a 30-day plan from messy SharePoint to Copilot go-live
Cleanup Checklist (24-slide PDF + SharePoint Cleanup Tracker Excel)
Metadata & Structure Planning Guide (25-slide PDF + 4 Excel workbooks)
Copilot Readiness Quick Guide (27-slide PDF + 4 Excel workbooks)
Site Inventory, Duplicate Log, 30-Day Cleanup Plan, Permissions Log
Document Type Audit Worksheet, Metadata Model Planner
Copilot Risk Audit, Sensitive Content Audit, 30-Day Readiness Plan
Are We Ready? Scorecard (25 questions, auto-scored)
Go-Live Decision Tree — 5 gates, each with a Yes/No branch
Copilot Readiness Note
This bundle is the direct path from 'our SharePoint is a mess' to 'Copilot is live and working'. Cleanup first, metadata second, readiness check third. In that order, in 60 days.
One-time payment · Instant download · Keep forever
Every guide. One price. Everything covered.
The Container Method — audit, restructure, and future-proof your SharePoint.
See full detailsThe Traffic Light System — Green, Amber, Red — share files confidently every time.
See full detailsWho owns what. What the rules are. A working governance system.
See full detailsFolders vs metadata, the 3 core columns, real library examples.
See full details5-step cleanup process with 30-day plan and communication templates.
See full detailsThe 25-question readiness scorecard and 30-day go-live plan.
See full detailsEvery naming decision with before-and-after examples.
See full detailsThe ultimate 7-module end-user guide. Navigation, libraries, all four views, lists, metadata, and decision trees.
See full detailsFix the structure, the permissions, the naming, and the metadata — all of it
Have a governance system that keeps SharePoint healthy long-term
Share files confidently using the Traffic Light System
Build a metadata model that makes content findable by people and by Copilot
Clean up the existing mess before Copilot reads it
Score your Copilot readiness and know exactly what to fix first
Be the person your team turns to when SharePoint breaks
All 8 paid products — every guide, every workbook, every template
25+ Excel workbooks across all products
Copilot Readiness Checklist (bundle exclusive bonus)
The SharePoint Success Path — all 5 stages covered
Lifetime access — download once, keep forever
Plain English throughout — no IT jargon
Copilot Readiness Note
This is the complete Copilot readiness system. Every guide addresses a different layer of what Copilot needs: structure (File Sanity Kit), governance (Governance Kit), naming (Naming Guide), metadata (Metadata Guide), cleanup (Cleanup Checklist), permissions (Sharing Handbook), day-to-day confidence (Essentials System), and the final readiness check (Copilot Guide). Complete this system and your SharePoint will be ready for AI.
One-time payment · Instant download · Keep forever
Not sure which bundle?
"My SharePoint is structurally sound but nobody follows any rules."
→ Foundation Bundle — governance, naming, and metadata will fix that.
"Copilot is coming and I'm worried about what it will find."
→ Copilot Ready Bundle — cleanup, metadata, and the readiness scorecard.
"Everything is a mess and I want to fix all of it."
→ Complete System Bundle — all 7 guides, every problem solved.
Or browse all individual products
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