Microsoft Office SharePoint Server 2007 Governance: From Chaos to Success in Ten Steps

1. Microsoft Office SharePoint Server 2007 Governance: From Chaos to Success in Ten Steps Joel Oleson � Sr. Consultant, Evangelist, Blogger Sr. Product Manager Quest Softwarewww.sharepointjoel.com 

2. Who is this guy?

3. Confront Reality Create a Governance Plan Get an Exec Sponsor Create the Dream Team Build Services not Stuff Define Clear Policies and Standards Invest in Scalable Information Architecture Don�t forget Change Management Adoption is What Counts Keep it Simple Stupid. 10 Steps To Ensure Success

4. Confront Reality

5. How SharePoint usually begins or organisations Its all a question of balance How SharePoint usually begins or organisations Its all a question of balance

8. Have a Governance Plan

9. Through 2010, less than 35% of sites turning on Windows SharePoint Services will put effective governance techniques in place.

10. Governance uses people, process, technology, and policies to define a service, resolve ambiguity, and mitigate conflict within an organization SharePoint Governance

11. SharePoint Governance Plan People Roles and responsibilities Process How to accomplish common tasks such as creating a new site or requesting new business requirements Technology Leveraging features and tools to enforce policies through technology Policy Collection of principles - What site owners, designers, developers should/shouldn�t do People aspect � who does what and where does the responsibility end? Who is responsible for creating SharePoint sites? Who determines the templates and the processes to be included in a team site. Process � What happens when a site is no longer used? Do you delete the site? Archive the document? Technology � It�s not about what SharePoint can and can�t do what does the business want to do and can SharePoint be configured to allow a balance to achieve the business outcome? People Roles and responsibilities Process How to accomplish common tasks such as creating a new site or requesting new business requirements Technology Leveraging features and tools to enforce policies through technology Policy Collection of principles - What site owners, designers, developers should/shouldn�t do People aspect � who does what and where does the responsibility end? Who is responsible for creating SharePoint sites? Who determines the templates and the processes to be included in a team site. Process � What happens when a site is no longer used? Do you delete the site? Archive the document? Technology � It�s not about what SharePoint can and can�t do what does the business want to do and can SharePoint be configured to allow a balance to achieve the business outcome?

12. Clear Vision, Mission and Goals TCO = Total Cost of Ownership It�s about what business outcomes you are after. Exec Sponsor Governance Plan: Clear Goals, Vision, Mission and Metrics Skilled Team(s) Training Service Definition & Service Model Easy to search find and discover: Information Architecture Standards and Policies (ITIL/MOF) Change, Configuration and Release Management Processes Culture and Adoption K.I.S.S.TCO = Total Cost of Ownership It�s about what business outcomes you are after. Exec Sponsor Governance Plan: Clear Goals, Vision, Mission and Metrics Skilled Team(s) Training Service Definition & Service Model Easy to search find and discover: Information Architecture Standards and Policies (ITIL/MOF) Change, Configuration and Release Management Processes Culture and Adoption K.I.S.S.

13. Get a Passionate Executive Sponsor

14. Exec Sponsor Governance Plan: Clear Goals, Vision, Mission and Metrics Skilled Team(s) Training Service Definition & Service Model Easy to search find and discover: Information Architecture Standards and Policies (ITIL/MOF) Change, Configuration and Release Management Processes Culture and Adoption K.I.S.S.Exec Sponsor Governance Plan: Clear Goals, Vision, Mission and Metrics Skilled Team(s) Training Service Definition & Service Model Easy to search find and discover: Information Architecture Standards and Policies (ITIL/MOF) Change, Configuration and Release Management Processes Culture and Adoption K.I.S.S.

15. Data Governance Roles And Responsibilities

16. Build Services NOT Stuff

17. SharePoint is Plastic. What is your Creation?

19. These service models provide a starting point to understand the cost implications involved with the solution types that you may want to implement. I want to host team collaboration sites and also my public facing web site on SharePoint. Team sites (Commodity) Public Web Site (Application) Exec Sponsor Governance Plan: Clear Goals, Vision, Mission and Metrics Skilled Team(s) Training Service Definition & Service Model Easy to search find and discover: Information Architecture Standards and Policies (ITIL/MOF) Change, Configuration and Release Management Processes Culture and Adoption K.I.S.S. These service models provide a starting point to understand the cost implications involved with the solution types that you may want to implement. I want to host team collaboration sites and also my public facing web site on SharePoint. Team sites (Commodity) Public Web Site (Application) Exec Sponsor Governance Plan: Clear Goals, Vision, Mission and Metrics Skilled Team(s) Training Service Definition & Service Model Easy to search find and discover: Information Architecture Standards and Policies (ITIL/MOF) Change, Configuration and Release Management Processes Culture and Adoption K.I.S.S.

20. Containment Hierarchy

21. Joel's Cheat Sheet for Hosting

22. Commodity Hosting Examples

24. SharePoint Governance Model

25. Multi Deployment/Global Model

26. Create the Dream Team

28. SharePoint Operational Roles Operational Roles � Not deploymetn rolesOperational Roles � Not deploymetn roles

29. Define Clear Policies and Standards

32. Defining Policies Should I allow SharePoint Designer? What should I do with online web parts? Dev & Third party solutions? Solution Deployments!!! (.wsp)

33. Build for Today Design for Tomorrow

36. Portal Information Arch example Build initial site architecture and delegate

37. Don�t Forget Change Management

39. Process Models for Dev Life Cycle

40. Microsoft Operations Framework 4.0

41. Adoption is What Counts!

43. SUCCESS Comes from continual care and nurturing You don't get business benefit once from SharePoint, it is a platform for continual innovation and business improvement SUCCESS Comes from continual care and nurturing You don't get business benefit once from SharePoint, it is a platform for continual innovation and business improvement

44. Keep it Simple Stupid!

45. K.I.S.S.

46. Do you really need that list def, site def, or wiz bang widget? Don�t start with BDC and Excel Services requirements if you�re trying to deploy a simple portal or search solution� Start with Search, it�s an easy win. Watch for Scope Creep it is very easy in SharePoint. Keep It Simple Stupid.

47. Cutting corners � �My Devs are My Admins� The SharePoint project is no longer SharePoint (it�s so custom) �Production is test and dev, and where I introduce my service packs� SharePoint is a simple install... (c�mon it�s a Microsoft app... No one will even notice it.) �Let�s just get it out there, then we�ll figure out this �governance� and �operations� stuff...� Key takeaways today...

48. Resources and Plugs Joel�s Blog � http://www.sharepointjoel.com Nintex Reporting � http://www.nintex.com/reporting/ SharePoint Governance Resources http://technet.microsoft.com/en-nz/office/sharepointserver/default(en-us).aspx CodePlex Governance Tools http://www.codeplex.com/governance Join a SharePoint User Group

49. SharePoint Deployment Essentials & Governance Checklist

50. Quest SharePoint Site Administrator 3.5 With Security Explorer New Auditing Capabilities More at http://www.quest.com/sharepoint Announcing�

51. Enjoy the Saturday Party...

52. Questions?