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SharePoint Soft Skills: Governance Ryan Jones, Micron January 26, 2011
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Governance What is Governance? Microsoft (TechNet) Governance is the set of policies, roles, responsibilities, and processes that you establish in an enterprise to guide, direct, and control how the organization uses technologies to accomplish business goals.
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Experts in the field Lots of experts in the SharePoint world Joel Oleson John Roe Robert Bogue Paul Culmsee and many others References Just Bing for “SharePoint Governance” Last slide – is some that I used to finalize my thoughts
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From Joel Oleson Think of SharePoint Server as plastic. If you have a vision for what you want SharePoint to become and you carefully define that mold based on features in the product, then you can mold SharePoint into virtually anything you want. But what happens if you don't have a mold? It turns into goo. Think of SharePoint service models as the molds. IT shops have turned to service models to give SharePoint consistency and standards. Service models work hand in hand with governance… http://searchwinit.techtarget.com/tip/Balancing-SharePoint-governance
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Everyone is doing it! The real question: How much are you doing it? My Goals You get an idea of my thoughts around Governance You receive input from your peers on topic Opportunity to share your ideas Hope you leave with new ideas or suggestions to address your needs in your respective roles
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Where do you start? What is your role? What sponsors do you have? What is your Business? What is SharePoint going to be used for? Is something out of control? From Scratch? Other thoughts?
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Areas you may focus on for Governance Central Portal Division Areas Groups & Team Projects & Workspaces Personal Sites Farm/System/Configuration
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Another way to group Governance System/Farm Content Management Site Level Management (SLM) User Level Management (ULM)
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Put them together where you need them
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Governance Team(s) System/Farm Content Management Site Level Management (SLM) User Level Management (ULM)
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System/Farm Outcomes Governance Team System/Farm Factors
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System/Farm – Factors (brainstorming) Hardware Farm Size Budget # Farms Disaster Recovery SQL limits, Availablity Bandwidth Business systems Cloud Managed Paths Legal Records Dept. Upload Requirements Admin Tool Needs SLAs Customizations Workflows Search Requirements 3 rd Party Add-ins External Access Security Training Concerns Quota limits Taxonomy Metadata Design Licenses And more
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Who is on the team? (brainstorming) Sponsor $$ Business Sponsor Legal Representative Server Admin (IT Pro) BPA(s) Subset of the Site Admins (owners) Operations DBA Architect(s) Executive ? Content Owners Maybe others
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System/Farm – Outcomes (brainstorming) Taxonomy Production ready farm and configured Documents (Charter) Policies Training plan Roles & Responsibilities A Leader How often are you going meet Processes Operations needs Search Plans And more..
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Governance Team(s) System/Farm Content Management Site Level Management (SLM) User Level Management (ULM)
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Content Management Outcomes Governance Team Content Management Factors
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Content Management - Factors
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Who is on the team?
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Content Management - Outcomes
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Governance Team(s) System/Farm Content Management Site Level Management (SLM) User Level Management (ULM)
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Site Level Management (SLM) Outcomes Governance Team Site Level Management (SLM) Factors
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SLM - Factors
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Who is on the team?
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SLM - Outcomes
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Governance Team(s) System/Farm Content Management Site Level Management (SLM) User Level Management (ULM)
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Outcomes Governance Team User Level Management (ULM) Factors
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ULM - Factors
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Who is on the team?
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ULM - Outcomes
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Do you know what you need to do now?
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Questions/Open Discussion
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References http://kjellsj.blogspot.com/2010/05/sharepoint-governance-part-i-eating.html http://kjellsj.blogspot.com/2010/05/sharepoint-governance-part-i-eating.html http://kjellsj.blogspot.com/2010/05/start-with-simple-governance- sharepoint.html http://kjellsj.blogspot.com/2010/05/start-with-simple-governance- sharepoint.html http://kjellsj.blogspot.com/2010/05/minimal-governance-plan-sharepoint.html http://kjellsj.blogspot.com/2010/05/minimal-governance-plan-sharepoint.html http://www.endusersharepoint.com/2010/05/04/how-to-jumpstart-sharepoint- governance/ http://www.endusersharepoint.com/2010/05/04/how-to-jumpstart-sharepoint- governance/ http://www.sharepointgovernance.org/default.aspx http://www.sharepointgovernance.org/default.aspx http://technet.microsoft.com/en-us/office/sharepointserver/bb507202.aspx http://technet.microsoft.com/en-us/office/sharepointserver/bb507202.aspx http://technet.microsoft.com/en-us/sharepoint/ff800826.aspx http://technet.microsoft.com/en-us/sharepoint/ff800826.aspx
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