2/27/2018 Step by Step Approach to Create Your Own Governance and Training Delivery Site Susan Hanley SPTechCon San Francisco 6 December 2016 sue@susanhanley.com.

2/27/2018 Step by Step Approach to Create Your Own Governance and Training Delivery Site Susan Hanley SPTechCon San Francisco 6 December 2016 ©2015 Susan Hanley LLC © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

2/27/2018 Option to build sites together during lunch.
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

About me sue@susanhanley.com susanhanley www.susanhanley.com
2/27/2018 About me President, Susan Hanley LLC National Practice Lead: Portals, Management Collaboration, and Content practice at Dell Director of Knowledge Management at American Management Systems Information Architecture User Adoption Governance Metrics Knowledge Management Intranets & Portals Collaboration Solutions Want some templates for Excel and OneNote to help with wedding planning? Visit IT Unity: susanhanley © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Agenda Governance Overview Approach: Governance Content
2/27/2018 Agenda Governance Overview Approach: Governance Content DEMO – What does “consumable governance” look like? Building the Container Delivering Just-in-Time Next Steps (and Sample Content) Sample content is shared publicly. If you give the link to others, that’s your prerogative – but then you are giving away something free that you paid for. © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Your flavor and your role?
2/27/2018 What flavor of SharePoint do you use? What are the key challenges related to governance for your organization? What would you like to get from this workshop – how will you determine success? What roles do you play? How new are you to SharePoint? © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Your Governance Journey?
2/27/2018 Your Governance Journey? No plan, no governance. We’re the wild, wild west! We don’t have a plan, but we know we should. We don’t have a plan but we’re talking about it. We have a plan but we don’t really have compliance. We have a plan and we’re following it – we’re on top of everything. What are the key challenges related to governance for your organization? What would you like to get from this workshop – how will you determine success? What roles do you play? How new are you to SharePoint? © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Why does governance need to be “consumable?”

Typical Governance Plan
What does it mean to have a consumable governance plan? A typical governance plan is a BIG FAT DOCUMENT. What’s the problem? No one wants to read it!!! Forget WANTS, no one DOES read it! So, what happens? You end up with the wild, wild west!! Images: Microsoft royalty free images

2/27/2018 So the real question is: What do we do about this? The answer – SOMETHING DIFFERENT!!! © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Understand what your end state goal really is!
The end game for governance is BUSINESS RESULTS! Understand what your end state goal really is! To set the stage when talking about governance, it’s important to focus on the purpose of your governance plan. Why do you need one? What is the end game? The reason we need a governance plan is to ensure that we get the BUSINESS RESULTS we are trying to achieve. Practical GOVERNANCE is the plan to get there. Consumable governance means that the path is clear. We want JUST ENOUGH and JUST IN TIME! Governance Goals: Avoid sprawl Ensure quality Deliver a great user experience Provide clear decision making authority Align with business objectives Comply with record retention and regulatory policies Communicate best practices ACHIEVE BUSINESS RESULTS Governance is the means to the end.

Information Assurance
2/27/2018 Governance = Technology Assurance Information Assurance Guidance It doesn’t matter what type of governance you are talking about, it all needs to be documented in a consumable way. However, the audience and perhaps the delivery might be different. © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Desired Future State – “manicured” and compliant!
It really should be pretty simple … and directly tied to business goals … Current State Desired Future State – “manicured” and compliant! Remember – THIS is your end – well, not just this, but the BUSINESS RESULTS you are trying to achieve. Practical GOVERNANCE is the plan to get there. Consumable governance means that the path is clear. Governance is the means to the end.

… and aligned with the reach and importance of the information
2/27/2018 … and aligned with the reach and importance of the information Different types of sites require different governance policies. (Though some policies may apply to all content.) This is because different sites have different requirements, which reflect their importance to the organization. Intranet sites have tighter governance over information and application management than team sites and personal sites (My Sites). Generally, the larger the number of people who get information from a particular type of site, the more tightly it is governed, and vice versa. One size does not fit all © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Understand and Plan Deliver the content when and where it is needed
2/27/2018 Understand and Plan Understand what needs to be governed Create the governance content Deliver the content when and where it is needed Now you have the target – we can focus on how to get there! © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Put together the right team – small, inclusive,
small, inclusive, empowered Put together the right team – small, inclusive, The “team” may depend on the specific solution. For example, if you are creating a solution for HR, then the HR team will be the primary members. But, they probably aren’t the only people that need to be involved. HR content typically has both a records and a legal component. SO, as you work through the governance questions specific to your solution, the core team needs some extra utility players.

Jeff Bezos, Founder of Amazon
2/27/2018 “If you can’t feed a team with two pizzas, it’s too large.” Jeff Bezos, Founder of Amazon © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Understand What Needs to be Governed
2/27/2018 Understand What Needs to be Governed SharePoint/Office 365/Yammer Governance Questions Key Governance Question Decision/Answer Reference What types of overall corporate policies for information management, business, or technology management apply to the solution? Are there existing legal, IT and information management policies that Communities must follow? Use of IT Resources Electronic Communications Social Media Policy Protection of Personally Identifiable Information Records Management Governance Planning Tool More than 100! Updated Regularly What are we going to allow? Who is responsible for what? What kind of training do I need for what type of privileges? Who is in charge of keeping everyone in line? What happens to the bad kids? SharePoint-ish, but not exclusively On prem and cloudy Check out other presentations on my website to learn more about my suggested approach for creating the content. Once you understand what needs to be governed, you need to ask the right question to understand the key ELEMENTS of the content you need to create. This means understanding WHO it is for and WHAT they need to know. To make this easier, I’ve created a set of governance questions that I use in my consulting practice – and that I share with the community. You can use this to help guide the conversations you will want to have to understand want needs to go in your governance content. Key decisions What are we going to allow? Who is responsible for what? What kind of training do I need for what type of privileges? Who is in charge of keeping everyone in line? What happens to the bad kids? © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Topic-focused Meetings
2/27/2018 Topic-focused Meetings Meeting Focus Vision and Overview Roles and Responsibilities Initial Enterprise Decisions Records Management Personal Content/ Social Features Branding and Layout Remaining Enterprise Decisions Attendees Core Team (Present to HR after initial discussion) Legal HR Communications Specific Topics Overall business outcomes and expectations Guiding Principles Governance Communications, Training, and Delivery Key roles and who will fill the roles Training expectations for each role Compliance Training Access –important for O365 scenarios where you will allow external people to access. Provisioning What types of content are records How records need to be managed User Profile Blogging guidelines Enterprise social guidelines Overall branding Page layouts Information Architecture (Content Organization) Content Life-cycle Management Operational Decisions SITE/ SOLUTION-SPECIFIC MEETINGS Review each of the topics in the context of the site or solution and adapt based on the desired business outcomes in each context. © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Example Questions Current role? Skills? Interests? Personal stuff?
2/27/2018 Example Questions What should be in the profile? Why does it matter? Current role? Skills? Interests? Personal stuff? What is the outcome you are trying to achieve? Do you have concerns about PII? Are there personal information laws you need to be aware of? Discussion – what would work in your organization? © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

2/27/2018 What is often the most controversial topic in governance discussions about the profile? What is the most controversial topic in governance discussions (well, at least one of them)? © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Create the Governance Content
2/27/2018 Create the Governance Content Policies Build in templates Automate validation Guidelines Automate validation where possible Support with training Remind in context Your content will basically consist of three main types of things: Policies, Guidelines, and descriptions of Roles and Responsibilities. In this session, we’re not going to focus on CREATING the content. What I want to talk about is the THIRD element of the process I outlined earlier – delivering the content when and where it is needed. And that basically requires THREE THINGS. Policies – mandatory rules that are required for compliance Guidelines – recommended best practices that should be followed unless there is a valid business reason not to Roles and Responsibilities – people and tasks that promote the guidelines, educate users, and monitor compliance Roles and Responsibilities Add to job descriptions Align with training Review on a regular basis © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Roles and Responsibilities
2/27/2018 Roles and Responsibilities Should be part of job descriptions and performance goals. Make it easy for people to learn about a role before they commit! Not every role is full time; not every role needs to be done by a different person. © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Delivery Mechanism Content Container Deliver Just-in-Time 2/27/2018
In this session, we will focus primarily on the Container and Delivery Mechanism – because the content (i.e. the Policies and Guidelines and Roles) will be very personal. Yes, there are best practices – and I’ll share a few content elements you can borrow or build from – but for the most part, you will now be able to spend most of your time creating the content if this approach works for you. © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

2/27/2018 Demo: the end game © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Demo Fail Backup Slide 
2/27/2018 Demo Fail Backup Slide  Training and governance content in one place Content grouped by “topic” “Learning Roadmaps” to get people started © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Another example

This doesn’t look “modern”
2/27/2018 This doesn’t look “modern” You are correct, it’s not I am waiting for 2 column layouts – so I can see related content on the right where I want it and users will see it! Highlighted Content web part should be able to replace my Content Query web parts Conceptually, I think the framework is still going to work – but the presentation may be different Deal with it! © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Content principles Single focused pages - one “page” per topic
2/27/2018 Content principles Single focused pages - one “page” per topic Write for the reader – use header styles to emphasize and make the pages “scannable” You HAVE more time – so write the shorter letter! “Je n’ai fait celle-ci plus longue que parce que je n’ai pas eu le loisir de la faire plus courte.” --Mathematician/Philosopher Blaise Pascal Though people want to attribute this quote to Mark Twain, if you want to know some useless trivia, it’s original source is more likely to be Blaise Pascal. A modern translation of this text is: “I have made this [letter] longer than usual because I have not had time to make it shorter.” © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Building the container
2/27/2018 Building the container A library of content based on your decisions Publishing or Team Site? It depends. Metadata to organize the content Web parts to “connect” the content © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

The Steps: Overview Step 1: Create the Site (Container)
2/27/2018 The Steps: Overview Step 1: Create the Site (Container) Step 2: Create Columns and Content Types Create the columns Create the content type Step 3: Edit the Site Pages Library and Create Views Add the content type to the Site Pages Library Create Custom Views Step 4: Add Content Pages Add the page and select the layout Assign metadata – don’t forget the Title Step 5: Connect Related Pages Link Content Query Step 6: Create Roadmaps Step 7: Add Additional Just-in-Time Delivery © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Step 1: Create the Site Choose Publishing or Team Site If Team Site:
2/27/2018 Step 1: Create the Site Choose Publishing or Team Site If Team Site: Remove the Getting Started links from the home page Delete the Newsfeed web part on the home page Deactivate the Newsfeed Site Feature Delete the Documents library on the home page (and add a new one of your own – no more Shared%20Documents!) Delete the Site Notebook (from the Site Assets library) and deactivate the Site Notebook feature (If you don’t need it, delete it!) © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Step 2: Site Columns and Content Types
Create your Site Columns Create a Site Content Type called Training Page Add the 3 basic Site Columns Change the Column Order See next page for Site Column definition Content Type – Governance and Training Page Name: TrainingPage (rename Governance and Training Page in a second pass) Description: Create a new Governance or Training page. Select parent from: Document Content Types. Parent Content Type: Wiki Page Group: Training and Governance Content Types Site Columns: Page Type Training Subject User Audience Column Order: Name, Page Type, Training Subject, User Audience, Wiki Content

Site Columns Page Type (dropdown) User Audience (checkbox)
2/27/2018 Site Columns Page Type (dropdown) Governance Training Roadmap Training Subject (dropdown) Blogging Complying with Governance Requirements Complying with Records Management Requirements Managing Sites Moderating Discussion Forums/Communities Participating in Discussion Forums Searching Using Yammer Working with Documents Working with Images Working with Video Content User Audience (checkbox) All Users (default) Community Manager/Discussion Forum Moderator Content Contributor Content Manager Site Administrator Site Sponsor/Business Owner Context (checkbox) - sometimes e.g. Team Collaboration, Publishing, Individual User Content For Page Type, you can choose to leave a default value or not. Description: Type of page. For Training Subject, I like to use verb phrases. If you want to do “group by” views, this will need to be a dropdown choice field. Be sure to add a Description such as: Primary subject for this page. I usually erase the default value. Description: Primary subject for this content. For User Audience, keep the list simple and make sure that these roles are aligned with the Roles that you define in your governance plan. Description: User audience(s) for whom this content applies. These are examples of Training Subjects. You will likely have more – but try to see if you can keep the number under 20. © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Tips for Creating Site Columns
2/27/2018 Tips for Creating Site Columns Gear > Site Settings > Site Columns Decide if you need a default value. If not, be sure to erase the automatic default. The reason you want to create column names in “CamelCase” is that spaces in the names get encoded with a long string of characters (x0020) replacing each space in the “behind the scenes” name. If you create your columns in CamelCase, it will be easier to use them in Content Query and Content Search web parts. © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Step 3: Edit the Library and Create Views
Add your custom Content Type to the Site Pages library Edit the All Pages view to make sure it shows Title and your custom columns Make your custom Content Type the default by placing it in position 1 Suggested column display order for the All Pages view: Type - 1 Name - 2 Title - 3 Page Type - 4 Training Subject - 5 User Audience - 6 Modified By - 7 Modified - 8

Step 3: Library and Views, continued
2/27/2018 Step 3: Library and Views, continued Create a view that filters for just Training pages and another that filters for just Governance pages In the Training page view, Group By: Training Subject View tips: In these views, you do not need to display the Page Type since you are filtering for Page Type. You also don’t need to show Title. Choose Name (linked to document) instead of Name (lined to document with edit menu) Sort by Name, ascending Filter: Page Type = Training (or Governance) Training pages view: In this view, I typically do not show Type, Title, Modified By, or Modified because this is the view that I’ll use on the home page of the site. I also un-check Training Subject since that is used in the Group By. © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Create different views of your library for different contexts –for people managing content as well as consuming

Step 4: Add Content Pages
2/27/2018 Step 4: Add Content Pages © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Step 4: Add Content Pages
2/27/2018 Step 4: Add Content Pages Gear > Add page Give the page a name – it’s OK to use spaces Choose the Text Layout Edit the Page Properties in the Ribbon PAGE > Edit Properties Give the page a Title from the Quick Edit view in Library Settings Note that you can’t edit the Title from the properties page. This can only be done using Quick Edit in Library Settings. Use “one column with sidebar” for the Text Layout of pages. SharePoint 2010: Create a custom column called PageTitle to use in queries The reason you want to add a “clean” title to each page is for the CQWP to show related content. © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Here’s why you want to add Titles to pages
2/27/2018 Here’s why you want to add Titles to pages Before After If you are using SharePoint 2010, there is no easy way to get access to the Title of the page in the UI. In this case, you can add an attribute to your content type called PageTitle and then use that value as the display name in your Content Query web parts. © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Text Layout for Content Pages
2/27/2018 Text Layout for Content Pages When you create Wiki pages, it doesn’t matter whether you create the page name with spaces or without – SharePoint is going to replace the spaces in the URL with %20 no matter what you do. © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Demo: add a Content Page

Step 5: Connect Related Pages
Use inline hyperlinks to provide details or more information about a specific topic referenced on a page Use related pages to group content that is about the same topic Keep content pages focused and short. Keep your pages “scannable.” Don’t use “click here for more information.” Add a hyperlink directly to the topic.

Step 5: Connect Related Pages – Inline hyperlinks
2/27/2018 Step 5: Connect Related Pages – Inline hyperlinks If you want to create a link to a page but you don’t want to use the exact name of the page as your hyperlink, use a Pipe character to separate the terms. For example, if this is what you want the text to read … by creating an alert for that document. but the page is called Setting Up an Alert, you can create a link using the following syntax in Edit mode: …by [[Setting Up an Alert|creating an alert]]. © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Step 5: Connect Related Pages – Content Query Web Part
2/27/2018 Step 5: Connect Related Pages – Content Query Web Part Shows “more like this” Dynamic Like Amazon recommendations – if you like this page, you’ll probably like this one too! Note: Publishing features must be enabled for the Site Collection in order to see the Content Query Web Part as an option. They do not have to be enabled on your individual site. © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Create a Content Query Web Part
2/27/2018 Create a Content Query Web Part Insert Web Part>Content Rollup>Content Query Edit Web Part in the tool pane Query Source: point to the Site Pages library on the site you are on Additional Filters: Show items when Training Subject is equal to [Subject for the page you are creating] Add other filters if needed (for example, in some contexts, you may want to filter by Page Type) Presentation Uncheck the box that limits the number of items to display Sort by Name, Ascending Style Choose an Item Style that aligns with your other lists and branding. I usually pick Bulleted Title. Appearance Pick a title like Related Pages. If you are going to save the web part to re-use, make sure that you give it a unique title, such as Related Pages-Documents, so that you can easily find the web part in a list. You can always change the default title each time you use the web part on a page. After you create a content query web part, you can export it so that you can re-use it in other similar contexts. Yes, you will create one CQWP for each context but you will not need any custom code -- or a developer -- to do this (and you only make each web part one time – and you can re-use existing web parts to easily create new ones). Note: Publishing Features must be activated for the Site Collection in order to use CQWPs. © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Step 6: Create Roadmaps Provide overview guidance on the Governance and Training site home page Create a roadmap to guide users by role View of content to collect content by type (e.g. all Governance, all Training) Assume that users play multiple roles on different sites, but when they come to the home page, they know what “hat” they are wearing (or want to wear).

Sample Governance Overview
2/27/2018 Sample Governance Overview Keep it simple Use hyperlinks for more information Surface the details “in context © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Sample Training: Getting Started
2/27/2018 Sample Training: Getting Started I’m still debating whether I need these pages at all – I might be able to combine them with the Role Description pages. The jury is still out. © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Sample Training: Site Administrator
2/27/2018 Sample Training: Site Administrator © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Sample Training: Forum Moderator

Tie it together Design a home page – consider multiple scenarios
Incorporate your guiding principles Consider your “in context” delivery options

Sample Home Page User Scenarios
Search: I know what I want but I don’t have a clue where it might be By Subject View: I know what type of action I want to take and I want to see what my options are Training/Roadmaps: I’m trying to get an overview of what I need to do for this role I’ve signed up for OR I need a “one stop shop” for a point in time – e.g. Getting Started

Sample Guiding Principles

Step 7: Add Just-in-Time/In Context Delivery
Point users to the site in top navigation

2/27/2018 Step 7: Add Just-in-Time/In Context Delivery Add links in context to relevant pages Link to governance about documents from the places where users upload documents © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

2/27/2018 Step 7: Add Just-in-Time/In Context Delivery Pin to top (new document library experience) © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Just-in-Time/In Context Training
2/27/2018 Just-in-Time/In Context Training © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Socialize, Promote, Verify
Find Champions Communicate persistently Be responsive to feedback Trust, but verify

Want training to be sticky?
2/27/2018 Want training to be sticky? Train teams together! Align goals and commitment by training teams together. Get teams to determine how they want to work together – by allowing them to experience “modern” collaboration as part of the training program. This, combined with “in context, just in time” training is going to be far more effective at encouraging adoption than any other top-down approach. Keep the context “all about me and my team.” © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Summary Consumable content is not delivered in long documents
2/27/2018 Summary Consumable content is not delivered in long documents Short pages Supplement text content with short video where you can Guide users to related content using shared metadata, related pages “roll ups”, and hyperlinks Deliver “in context” where possible It won’t be enough just to have the site You need to be able to deliver what people need just when they need it © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Resources

Sample Content File Naming Recommendations Sample Guiding Principles
2/27/2018 Sample Content File Naming Recommendations Sample Guiding Principles Best Practices for Assigning Metadata Policies and Guidelines for Bloggers Community Manager Job Description Cargill Yammer Etiquette Guide (from Office 365 Yammer Network|Yammer & Enterprise Social Group) © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Examples of Social Media Governance Policies
2/27/2018 Examples of Social Media Governance Policies © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Library Decision: Wiki Pages or Publishing Pages?
2/27/2018 Library Decision: Wiki Pages or Publishing Pages? Capability Wiki Site Publishing Site Page Layout Easily changed using Text Layout – but not easy to make consistent. Easy to enforce consistent page structures using page templates, but harder to create page templates since they need to be configured in advance, often by a developer. Modifying Page Layout Based on Content Easily changed – assuming that available Text Layouts meet the need. Harder to change since a new page layout would have to be developed (unless one of the “out of the box” structures happens to meet the need). Reusable Content Use hyperlinks to direct users to the shared content – but that takes the user to a different page. Content that is shared on multiple pages can be stored once as Reusable Content at the root of the site and the “inserted” in as many pages that need it using variables. To the end user, this looks as if the content is on the same page. Better approach if there is a lot of reusable content. Hyperlinks Between Pages Easy to create using the standard [[ approach to add or link to new wiki pages. Super easy for content managers if there are lots of interconnected pages. User must use Insert Hyperlink for each link and find the page to connect to. (More steps than for a wiki page. Less convenient than the wiki page approach if there are a lot of hyperlinks between pages.) There are pros and cons to both options. Note that this is a “for now” analysis. Modern pages, when fully enabled, may impact the decision. © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Library Decision: Wiki Pages or Publishing Pages?
Capability Wiki Site Publishing Site Reviewing Content Prior to Publishing Can add formal workflow if required, but can also save major and minor versions for a simple workflow process. Manually have to check in and publish pages on the day you want them to “go live.” Built in formal workflow as well as formal scheduling (using automated process) of when pages “go live.” Adding Images to Pages and Controlling Layout Much easier for content creators – but you do need to have a plan for where images will “live.” More formal process to add images to pages. Adding Metadata to Pages All done in the Page Properties view. New metadata is automatically visible to the content manager when it is added to the Site Pages library. Can be added to the editing view of the page itself, but each new layout must be created in advance and every time you add a new metadata value, the page template needs to be updated. Location of New Pages Site Pages library. Pages library.

2/27/2018 Links Governance Questions: Content Authoring Quick Guide: Social Media Policy Examples Microsoft Resources for SharePoint Governance: © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Tips for Content Try to keep all content to one page
If you need to use more pages, use in-page anchor links and create a summary at the top Create [[ ]] links to other pages if you need to expand an explanation Use tables if you need to get more control about the display of text Assign a target role to each page – so that you can create role-based training

Tips for Using Images on Site Pages
Create images that you want to use on your pages and store them on your computer or in a file share until you are ready to use them on your page. Upload them to the page when you are creating the content. SharePoint will automatically create a Folder with the name of the page in the Site Assets library and store your images in that folder.

a village – examples of Roles and Responsibilities
It takes a village – examples of Roles and Responsibilities

Enterprise SharePoint Roles
2/27/2018 Enterprise SharePoint Roles Executive Sponsor CKO HR Comms Training and Comms Steering Committee Application Development Information Architect Business Owner CKO HR Comms Infrastructure Support/Admin Evangelists/ Champions IT Owner/ Administrator Help Desk Infrastructure roles change for Office 365, but they don’t disappear! © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Enterprise Intranet Roles
Intranet Business Owner CKO HR Comms Content Managers/ Managing Editors Visitors Intranet Steering Committee We’re all responsible, but the Owner/Editor/Manager is accountable. Training and Comms Information Architect Intranet IT Owner CIO Contributors/ Content Authors

Similar Roles for each site
Business Owner/Sponsor CKO HR Comms Managing Editor/ Content Manager Site Administrator Site Member (Contributor) User (Visitor)

2/27/2018 Step by Step Approach to Create Your Own Governance and Training Delivery Site Susan Hanley SPTechCon San Francisco 6 December 2016 sue@susanhanley.com.

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2/27/2018 Step by Step Approach to Create Your Own Governance and Training Delivery Site Susan Hanley SPTechCon San Francisco 6 December 2016 sue@susanhanley.com.

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