This paper presents helpful guidelines and strategies for reconstructing the vibro-acoustic quantities on a highly non-spherical surface by using the Helmholtz equation least squares (HELS). This study highlights that a computationally simple code based on the spherical wave functions can produce an accurate reconstruction of the acoustic pressure and normal surface velocity on planar surfaces. The key is to select the optimal origin of the coordinate system behind the planar surface, choose a target structural wavelength to be reconstructed, set an appropriate stand-off distance and microphone spacing, use a hybrid regularization scheme to determine the optimal number of the expansion functions, etc. The reconstructed vibro-acoustic quantities are validated rigorously via experiments by comparing the reconstructed normal surface velocity spectra and distributions with the benchmark data obtained by scanning a laser vibrometer over the plate surface. Results confirm that following the proposed guidelines and strategies can ensure the accuracy in reconstructing the normal surface velocity up to the target structural wavelength, and produce much more satisfactory results than a straight application of the original HELS formulations. Experiment validations on a baffled, square plate were conducted inside a fully anechoic chamber.