SharePoint Governance: 3 Things Every Organization Needs to Know

Marie-Michelle Strah, PhD

SharePoint Solutions Architect

Objectives

• Why SharePoint governance?

• What does SharePoint governance mean to you?

• How do you implement a SharePoint governance plan?

Case studies and resources

Why SharePoint Governance?

• Definition

• Microsoft Guidance

• Changes for SharePoint Server 2010

What Governance is NOT…

• A waste of time

• A big fancy binder that sits on a shelf and no one reads

• Documentation for documentation’s sake

• A rule book

• Abstract

SharePoint Proverbs…

MOSS2007 and Earlier

“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.” Source: Microsoft TechNet 2009

SharePoint Server 2010

“Governance is the set of policies, roles,

responsibilities, and processes that guide,

direct, and control how an organization's

business divisions and IT teams cooperate

to achieve business goals.”

Source: Microsoft TechNet 2011

Significant Shift in Framing

• IT Driven

• System Design Documentation

• Dry, Unidirectional, Afterthought

“Thou Shalt Not”

• Business First

• IT Second

• Collaborative Effort Cooperate

SharePoint-as-a-Platform Enterprise Solution

Information Management

Application Management

IT Services

What does SharePoint Governance mean to you?

• Enterprise architecture planning

• Maximize return on investment in SharePoint platform

• Fully leverage and optimize all features of SharePoint

Avoid SharePoint “Failure Modes”

EXAMPLE

How do you implement a SharePoint Governance Plan?

• As Is Architecture • To Be Architecture • Master Data Management Plan • Information Architecture • System Health Check and Migration Plan • Application LifeCycle Management Plan

Last but not least: IT Services and System

Design

Necessary Elements

Governance: Design

Primacy of Information Architecture

• New installation

• Upgrade and migration

• Going above and beyond minimum requirements

SPS2010: IA Minimum Considerations

SPS2010: User Interface/User Experience

508 Compliance Web Content Management Web Design/Graphic Design

Human-Computer Interaction SDK

Master Pages/CSS

SPS2010: Data Architecture

Phases of Governance

• Design

• Deployment

• Implementation

– Change Management

– Application Lifecycle Management

• Governance

– Quarterly Review

– SharePoint Maturity Model

EXAMPLE

Resources • Governance in SharePoint Server 2010:

http://technet.microsoft.com/en-

us/sharepoint/ff800826#Model

• Governance Model for SharePoint Server 2010 (ZoomIt):

http://zoom.it/Zb4B#full

• What is Governance (MOSS2007):

http://technet.microsoft.com/en-

us/library/cc263356%28office.12%29.aspx

• Governance overview (SharePoint Server 2010):

http://technet.microsoft.com/en-us/library/cc263356.aspx

Thank You for Attending

• Special offer for webinar registrants: Schedule a 1-hour SharePoint follow up (no cost)

• Diagnostic (1, 2, 3 days)

• Contact mstrah@broadpoint.net for more information