SharePoint Soft Skills: Governance Ryan Jones, Micron

1. SharePoint Soft Skills: GovernanceRyan Jones, Micron January 26, 2011

2. 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.

3. 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

4. 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

5. 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

6. 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?

7. Areas you may focus on for Governance

8. Another way to group Governance

9. Put them together where you need them

11. System/Farm

12. System/Farm – Factors (brainstorming) • Hardware • Farm Size • Budget • 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 • 3rd Party Add-ins • External Access • Security • Training Concerns • Quota limits • Taxonomy • Metadata Design • Licenses • And more

13. 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

14. 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..

16. Content Management

17. Content Management - Factors

18. Who is on the team?

19. Content Management - Outcomes

21. Site Level Management (SLM)

22. SLM - Factors

23. Who is on the team?

24. SLM - Outcomes

26. User Level Management (ULM)

27. ULM - Factors

28. Who is on the team?

29. ULM - Outcomes

30. Do you know what you need to do now?

31. Questions/Open Discussion

32. References • 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/minimal-governance-plan-sharepoint.html • http://www.endusersharepoint.com/2010/05/04/how-to-jumpstart-sharepoint-governance/ • http://www.sharepointgovernance.org/default.aspx • http://technet.microsoft.com/en-us/office/sharepointserver/bb507202.aspx • http://technet.microsoft.com/en-us/sharepoint/ff800826.aspx