1 / 62

The Steps To Effective SharePoint Governance

The Steps To Effective SharePoint Governance. Presented By: Richard Harbridge. #SPGOV @RHarbridge. Who am I?. I. #SPGOV @RHarbridge. Why Do I Need Effective Governance?. There are over 3,750,000 results on Google for “SharePoint Governance”. SharePoint Risks. SharePoint Sprawl

leo-valdez
Download Presentation

The Steps To Effective SharePoint Governance

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. The Steps To EffectiveSharePoint Governance Presented By: Richard Harbridge #SPGOV @RHarbridge

  2. Who am I? I #SPGOV @RHarbridge

  3. Why Do I Need Effective Governance?

  4. There are over 3,750,000 results on Google for “SharePoint Governance”

  5. SharePoint Risks • SharePoint Sprawl • Quality Deterioration • User Frustration • Priority Paralysis • Poor Business Alignment • Failing To Comply With Records Retention • Failure To Meet Best Practices

  6. It’s not just about insuring against or mitigating risks!

  7. What does that mean? Without effective governanceorganization, performance, andcapability are significantly reduced.

  8. Without Governance

  9. Executing Governance

  10. With Governance

  11. Building The Governance Teams

  12. How do we start?

  13. RecommendedGovernance Teams • There are typically 5 teams for SharePoint Governance: • Business Strategy Team • Solutions/Technical Strategy Team • Tactical Teams: • Tactical Operations Team • Tactical Development Team • Tactical Support Team

  14. The Strategy Teams

  15. Governance Teams • Business Strategy Team • Solutions/Technical Strategy Team • Tactical Teams: • Tactical Operations Team • Tactical Development Team • Tactical Support Team

  16. Business Strategy Team Role: Provide strategic insight, direction and prioritization for the portal. Decentralized Business Centralized IT

  17. Define,Prioritize and Plan

  18. Governance Teams • Business Strategy Team • Solutions/Technical Strategy Team • Tactical Teams: • Tactical Operations Team • Tactical Development Team • Tactical Support Team

  19. Solution (Technical)Strategy Team Role: Provide technical insight, direction and prioritization for the portal. Tip: If a business direction requires new integration or effort with other technologies then a technical representative for that technology will be necessary.

  20. Map Solutions to Objectives  Direct Relationship Indirect Relationship * Objectives should be more specific – Example purposes only.

  21. SharePoint is not a Silver Bullet… SharePoint is not a Silver Bullet at NothingButSharePoint.com

  22. SharePoint will be… • Utilized by Business Users to develop and implement business solutions that use technology without IT’s direct involvement. • Our primary unified application delivery platform. • Our primary workflow/business process automation platform. • Our intranet and communication center for internal corporate communications. • … SharePoint will not be… • Our (external) web content management platform. • Our primary document management platform. • Our contact management platform.

  23. Strategic Responsibilities • Defining Clear Objectives and Priorities • High Level Solutions Definition and Ownership • High Level Platform Classification • Communication Planning and Management • Resource/Capability Management • Expectation Management

  24. The Tactical Teams

  25. Governance Teams • Business Strategy Team • Solutions/Technical Strategy Team • Tactical Teams: • Tactical Operations Team • Tactical Development Team • Tactical Support Team

  26. The Tactical Operations Team Role: Provide operational (IT- related) support and maintenance for the system infrastructure They manage the more routine maintenance of the system by performing nightly backups, performance monitoring and analysis, and keeping the environment current with security releases and upgrades.

  27. Operations Responsibilities • Objectives/Priorities • Disaster Recovery Plan • Storage and Quota Policies • Monitoring Plans • Maintenance Plans • Service Level Agreements • Security Policies • Deployment Process, Policies, and Schedule http://www.SPStandards.com

  28. Governance Teams • Business Strategy Team • Solutions/Technical Strategy Team • Tactical Teams: • Tactical Operations Team • Tactical Development Team • Tactical Support Team

  29. The Tactical Development Team Role: Customize/configure, personalize, and leverageSharePointto achieve business objectives. This team is a loosely-knit community who's membership ranges from highly skilled programmers to technically savvy end users in charge of personalizing departmental team sites.

  30. Development Responsibilities • Objectives/Priorities • Branding Guide • SharePoint Designer Policy • Workflow Policy • Development Standards (Including OOTB vs Custom) • Development Environment Policy • Testing Requirements • Deployment Process, Policies, and Schedule http://www.SPStandards.com

  31. Governance Teams • Business Strategy Team • Solutions/Technical Strategy Team • Tactical Teams: • Tactical Operations Team • Tactical Development Team • Tactical Support Team

  32. The Tactical Support Team Role: Provide support of the SharePoint applications and platform. • Creates and manages a support system with effective training and proper channels of question or issue escalation and resolution. This team should also include influential users and leaders.

  33. Support Responsibilities • Objectives/Priorities • Site Classification and Platform Classification • Site Provisioning Process/Questionnaire • User Expectations Agreement • Roles and Responsibilities • Support Agreement(s) • Training and Communication Plans • MySite Policies (Pictures)…

  34. Support Responsibilities • User Lifecycle Policy • Taxonomy Management • Social Policies • Content Standards • Legal and Compliance Policy • Search Management http://www.SPStandards.com

  35. Deployment Process/Policies Extremely Important! Ensure you have clear schedules and ownership.

  36. Multiple Tiers for Escalation (You can’t know everything)

  37. Measure Support Learn and use data to be proactive.

  38. Governance Tip If possible have one member in all of the Governance teams or some members across multiple teams!

  39. Governance Tip Create a “Business Solution Governance Team”. This team allows you to find business users who want to be involved.

  40. You Need A Governance Plan Governance Site

  41. Why a Governance Site? It’s a lot of content. It’s a collaborative process. It’s an ongoing process. Each piece of content should have a clear owner. Content will need tobe shared.

  42. Governance Announcements

  43. SharePoint Solutions Listing In addition you can also create a ‘Roadmap’ or basically a Gantt Chart or visual indicator of solutions to show what you have achieved and where you are going with SharePoint.

  44. Team Rosters and Definitions

  45. Policies, Standards and Guidelines Use Search, Metadata, and Approval Workflows to help improve management and user experience. For living documents/standards that require many authors try a Wiki! http://www.SPStandards.com

  46. FAQs and a Glossary SharePoint Glossary Online

  47. Patterns and Practices

  48. TeamResources and Minutes

  49. Feedback and Surveys Embed feedback options throughout the sites! Don’t forget to share stories!

  50. Self Help and Support Resources

More Related