In my presentation Managed Metadata A to Z I talk a lot about planning and even mention that Microsoft has provided some very helpful excel spreadsheets that can be very useful in your discovery sessions.  I have used these as well as taken these and tweaked them for various clients needs, etc.  Regardless, they are a great starting point for a process that can be very tedious.

As stated in my session and provided in my slides these documents can be found on the Microsoft site. However, due some occasions I have found them inaccessible I also like to provide them  on my blog as well.  Enjoy and if you have any questions please let me know.

Managed metadata services planning worksheet:  managed_metadata_services_planning_worksheet

Term sets planning worksheet:  planning_all_term_sets_worksheet(1)

Detailed term set planning worksheet:  term_set_details_worksheet(1)

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