Steps to Effective Governance - SharePoint Saturday The Conference
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Steps to Effective Governance - SharePoint Saturday The Conference
- 1. The Steps To EffectiveSharePoint Governance Presented By: Richard Harbridge #SPSTCDC @RHarbridge
- 2. Please turn off all electronic devices or set them to vibrate. If you must take a phone call, please do so in the hall so as not to disturb others. Open wireless access is available at SSID: SPSTCDC2011 Feel free to “tweet and blog” during the session Thanks to our Diamond and Platinum Sponsors:
- 3. Who am I? I
- 4. Our Goal Today… From Here To Here
- 5. Why Do I Need Effective Governance?
- 6. There are big risks that are almost always realized when you don’t have it!
- 7. SharePoint Sprawl He was only intending to build a two-storyhouse - larger than those of his neighbors to reflect his position as the city's richest man. “First I added three floors but then the house looked ungainly, like a mushroom," he said. "So I added another and it still didn't look right so I kept going…” Risk: Un-Managed Sites and Content were not periodically reviewed for accuracy and relevance.
- 8. Quality Deterioration Risk: Did not ensure that content quality is maintained for the life of the portal.
- 9. Frustration Failure Risk: Did not consistently provide a high quality user experience.
- 10. Priority Paralysis Risk: Did not establish clear decision making authority/ownership and escalation procedures so that conflicts and/or policy violations are resolved in a timely manner.
- 11. Ineffective Use of Time/Resources Risk: Did not ensure that the portal strategy is aligned with business objectives so that it continuously delivers business value.
- 12. It’s not just about insuring against or mitigating those risks!
- 13. What does that mean? Without effective governanceorganization, performance, andcapability are significantly reduced.
- 16. With Governance
- 17. The Outcome You can now communicate why Governance is important/required.
- 18. What to watch out for… It’s not insurance. It makes your SharePoint investments more successful.
- 19. Building The Governance Teams
- 20. How do we start?
- 23. Tactical Teams:
- 27. Operations
- 28. Development
- 29. Support
- 30. Strategy Team
- 31. Business
- 35. Tactical Teams:
- 43. Tactical Teams:
- 47. Map Solutions to Objectives Direct Relationship Indirect Relationship * Objectives should be more specific – Example purposes only.
- 49. Our primary unified application delivery platform.
- 50. Our primary workflow/business process automation platform.
- 51. Our intranet and communication center for internal corporate communications.
- 53. Our primary document management platform.
- 55. High Level Solutions Definition and Ownership
- 56. High Level Platform Classification
- 57. Communication Planning and Management
- 63. Tactical Teams:
- 69. Storage and Quota Policies
- 70. Monitoring Plans
- 76. Tactical Teams:
- 81. Branding Guide
- 83. Workflow Policy
- 84. Development Standards (Including OOTB vs Custom)
- 87. Deployment Process, Policies, and ScheduleSharePoint Standards Online
- 88. Deployment Process/Policies Extremely Important! Ensure you have clear schedules and ownership.
- 91. Tactical Teams:
- 96. Site Classification and Platform Classification
- 100. Support Agreement(s)
- 101. Training and Communication Plans
- 103. Taxonomy Management
- 104. Social Policies
- 105. Content Standards
- 106. Legal and Compliance Policy
- 107. Search ManagementSharePoint Standards Online
- 108. Multiple Tiers for Escalation (You can’t know everything)
- 109. Measure Support Learn and use data to be proactive.
- 111. Online
- 112. MSDN
- 113. TechNet
- 114. Blogs
- 115. Cheat Sheets
- 116. One on One
- 117. Classroom Training
- 118. Forums
- 119. Help
- 121. IS Use them.
- 122. Governance Tip If possible have one member in all of the Governance teams or some members across multiple teams!
- 123. Governance Tip Create a “Business Solution Governance Team”. This team allows you to find business users who want to be involved.
- 124. The Outcome Everyone Achieves a Shared Understanding of SharePoint Related Processes.
- 125. What to watch out for… Not just documents, policies, and procedures. It is an active and ongoing process.
- 126. Setting Up A Governance Site
- 127. 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.
- 129. 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.
- 130. Team Rosters and Definitions
- 131. 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! SharePoint Standards Online
- 132. FAQs and a Glossary SharePoint Glossary Online
- 135. Feedback and Surveys Embed feedback options throughout the sites! Don’t forget to share stories!
- 136. Self Help and Support Resources
- 137. Self Help and Support Resources
- 139. The purpose of the site.
- 140. The URL, Size, and Usage Level of the site.
- 142. What to watch out for… Just having the Governance site isn’t enough. Content must remain fresh.
- 143. Governance Resources
- 144. IS Use them.
- 145. Governance Checklist
- 146. TechNet, Community and More..
- 147. Frameworks are Use them.
- 148. No Single “Approach” Projects Communities Tasks Practices
- 150. Central taxonomy
- 153. Resources
- 155. Local searchSemi Structured Team sites - Multiple authors Blogs, bios, Social Personal Above The Line versus Below The Line
- 156. ITIL Framework
- 157. COBIT Framework
- 158. SharePoint Deployment and Governance using COBIT 4.1 Chennault & Strain http://www.amazon.com/SharePoint-Deployment-Governance-Using-COBIT/dp/1604201177
- 159. Microsoft Operations Framework (MOF)
- 160. SharePoint Maturity Model Sadalit van Buren http://sharepointmaturity.com
- 161. The Outcome There is a ton of material out there to support you.
- 162. What to watch out for… External best practices, policies, standards, and ideas may or may not be the right fit.
- 163. Steps to Effective Governance… Understand The Need For Governance Build Your Governance Teams Understand How SharePoint Is/Should Be Used Develop/Practice Guidance and Policies Return to Step 2 and Repeat Steps 2 through 4 You Have Perfect Governance You Can Never Truly Achieve Perfect Governance. So long as you are performing the steps you are achieving Effective Governance.
- 164. Please complete and turn in your Session Evaluation Form so we can improve future events. Survey can be filled out at: http://app.fluidsurveys.com/surveys/SPSTCDC2011-Sat-S2C-113 Presenter: Richard Harbridge Session Name: Steps To Effective Governance Session No.: Sat-S2C-113
- 167. Blog: www.RHarbridge.com
- 168. Email me at: Richard@RHarbridge.com
- 169. Resources: PracticalIntranet.com, SPStandards.com, SharePointDiagnostics.com
Editor's Notes
- My dedication to you before I begin. By the end of this you will have gained 3 things. It might be new knowledge, it might be a new method but you MUST gain 3 things by the end. If you don’t my first challenge to you is to stalk me, hunt me down and make sure you get 3 things from me. Because I owe you 3 things! This is meant to help you.
- Dominating the skyline of Arkhangelsk, a city in Russia's far north-west, it is believed to be the world's tallest wooden house, soaring 13 floors to reach 144ft - about half the size of the tower of Big Ben. The house that Sutyagin built is also crumbling, incomplete and under threat of demolition from city authorities determined to end the former convict's eccentric 15-year project. When Sutyagin began work on his dacha in 1992, he claims he was only intending to build a two-storey house - larger than those of his neighbours to reflect his position as the city's richest man, but certainly not a contender for the Guinness Book of Records. However, convinced by a trip to see wooden houses in Japan and Norway, he concluded that he had not used roof space efficiently enough and decided to keep building. "First I added three floors but then the house looked ungainly, like a mushroom," he said. "So I added another and it still didn't look right so I kept going. What you see today is a happy accident."There were other motives too. Having grown up in a Soviet communal flat, Sutyagin said he felt lonely living by himself.Not only would his house make a perfect love nest for his molls, it could also accommodate the 18 executives at his construction company.
- This is to set the conceptual sceneYou will see this diagram a lot.
- A lot of this can seem daunting and I know one of the hardest things is figuring out how to do some of the things I have shown today. If you are interested in further training or assistance please let me know. Based on the number of people who are interested and the areas of interest we can schedule further training sessions to help everyone better use the SharePoint portal.It's our commitment to you that we will continue to hear your feedback and identify the issues. I encourage you to give us feedback during the coming months, and we will continue to deliver more and more functionality, more and more guidance to help you be successful with your application of SharePoint.Thank You for Reading/Listening