Managing SharePoint Business Governance 1 Feb 2011
Presented by : Veronique PalmerSharePoint MVP
Level 100
www.letscollaborate.co.za
@veroniquepalmer
SharePoint MVP
Business Owner
SharePoint User Adoption
Specialist
End User Trainer
Team Lead
@veroniquepalmer
#SPS2011
Agenda
ConsiderationsWhat’s ImportantWhy GovernMissionManagement ActionsDependenciesResourcesQuestions
4
@veroniquepalmer
#SPS2011
Considerations
Governance Business vs IT
2007 vs 2010
Dedicated vs Part-time
Intranet vs Extranet vs Internet
New vs Established Large vs
Small
Team site vs Intranet site vs My Site
Owned vs Not
5
@veroniquepalmer
#SPS2011
No one size
6
@veroniquepalmer
#SPS2011
What’s Important To YOU?
Portal Activities
Taxonomy
Replace file shares
Consistent branding
Integration
BPM
Global accessSocial networking
Blocking email attachments
Most
Least
Etc…
7
@veroniquepalmer
#SPS2011
But…
Why govern
when you can play
ice hockey?
8
@veroniquepalmer
#SPS2011
It’s Everywhere
9
@veroniquepalmer
#SPS2011
Or Not…
10
@veroniquepalmer
#SPS2011
Because…
Violations Compliance Deviations
ConflictsBoundaries Contributors
11
@veroniquepalmer
#SPS2011
Mad Numbers!
500 million social tags, notes and ratings30 million documents per library30 million items in a list2 million users per site collection1 million alerts on Searches1 million terms and terms sets400 000 major versions per document250 000 site and subsites per site collection10 000 user groups per site collection10 000 metadata tags recognised per item when searched5000 documents or list items displayed
per page5000 blogs per site
5000 groups is how many each user can belong to5000 users can be in one Active Directory group2000 site collections per content database2000 subsites under View All Site Content1000 comments per blog post1500 projects deliverables per Project Server plan1800 documents in a SharePoint Workspace100 items at a time you can bulk edit25 web parts per page / wiki10 people editing a Word or PowerPoint document at the same time100GB space per site collection2GB per document upload size
Source: TechNet
12
@veroniquepalmer
#SPS2011
Governance
Educate
GuideManag e
NM I S S I O
13
@veroniquepalmer
#SPS2011
Governance
NM I S S I O
Explain why – the benefits
14
@veroniquepalmer
#SPS2011
AdministrationManagementUsage PolicyInstructionsRegulationsOperationsGuidanceConduct
Rules
Governance or … ?
SharePoint
15
@veroniquepalmer
#SPS2011
Management
DocumentGovernance
Plan
Agreed To
Procedures for
growth and
change
Understood User impact
SharePoint operations
manual
Roles and Resp
Can and can’t do
Eliminate chaos
Training plan
Balancing act
Wiki!
16
@veroniquepalmer
#SPS2011
Sample Governance PlansLong Version
PurposeMissionGovernance Plan GoalsSharePoint VisionPositioning of SharePointExclusionsGlossary of TermsRoles and ResponsibilitiesEscalation ProceduresAcceptable UseRecords Management
Short Version
MissionWhat You Can and Can’t DoSocial Media PolicyCompulsorySite GovernanceCustom Development / BrandingReturn on Investment
Site GovernanceService OfferingDevelopment GovernanceReturn on Investment
http://www.letscollaborate.co.za/Resource-Centre/SitePages/SharePointGovernance.aspx
17
@veroniquepalmer
#SPS2011
Not sure what to govern?
Internal AuditorsExternal AuditorsISO9001RegulatoryCompanies Act
18
@veroniquepalmer
#SPS2011
Management
Emails
Announcements
Roadshows
User groups
SMS’s
Printed
In Training
Newsletters
Communicat
eWEEKLY!
SuccessesTips
NewsChangesProblems
@veroniquepalmer
#SPS2011
Management
Strrrrike 3!Consequenc
es
EnforceAcknowledgem
entRewards
19
20
@veroniquepalmer
#SPS2011
ManagementPlatform Owner
ITKM
Marketing
HR
Compliance
Project Office
Ops
SalesFinance
Gov ForumMeet
21
@veroniquepalmer
#SPS2011
Management
Record
Minutes
Agendas
Tasks
Agenda Sample
Minutes Sample
SharePoint List
22
@veroniquepalmer
#SPS2011
Management
Publish
23
@veroniquepalmer
#SPS2011
Management
MaintainReview Adapt
24
@veroniquepalmer
#SPS2011
7 Action Summary
DocumentCommunicate
Enforce
MeetRecord
PublishMaintain
25
@veroniquepalmer
#SPS2011
Dependencies
Trained users
Experienced SCA’s
Understand OOB
Dedicated team
Ownership
26
@veroniquepalmer
#SPS2011
Governance BloggersBill English : http://aiimcommunities.org/users/benglish
Dux Raymond Sy : http://sp.meetdux.com/default.aspx
Jennifer Mason : http://www.sharepoint911.com/blogs/jennifer/default.aspx
Michael Sampson : http://www.michaelsampson.net/
Paul Culmsee : http://www.cleverworkarounds.com/
Richard Harbridge : http://www.rharbridge.com/
Ruven Gotz : http://spinsiders.com/ruveng
Scott Jamison : http://www.scottjamison.com/blog/
Susan Hanley : http://www.networkworld.com/community/sharepoint
Veronique Palmer : http://veroniquepalmer.wordpress.com/
27
@veroniquepalmer
#SPS2011
Governance ResourcesLets Collaborate Governance Portal
http://www.letscollaborate.co.za/Resource-Centre/SitePages/SharePointGovernance.aspx
Lets Collaborate Governance Plans and Templates
http://www.letscollaborate.co.za/Resource-Centre/LCs%20Documents/Forms/Governance.aspx
Industry Governance Articles on Lets Collaborate
http://www.letscollaborate.co.za/Lists/Announcements/Governance.aspx
Joel Oleson’s Governance Plan
http://go.microsoft.com/fwlink/?LinkId=163922
SharePoint 2007 Governance Checklist from Microsoft
http://office.microsoft.com/download/afile.aspx?AssetID=AM102306291033
SharePoint 2010 Governance Planning from Microsoft
http://www.microsoft.com/downloads/en/details.aspx?FamilyID=D41AB7B1-385B-41F6-90A0-03CFDA4FA98F
28
@veroniquepalmer
#SPS2011
Questions
29
@veroniquepalmer
#SPS2011
Goodbye and…
www.letscollaborate.co.za
www.slideshare.net/veroniquepalmer
Thank you for your
time
30
@veroniquepalmer
#SPS2011
Find Me
31
@veroniquepalmer
#SPS2011
Similarities
In Canada and South Africa we both use:
Brown breadCelciusCentreCentimetresChequeChipsClicksColourElastic
Icing sugarKilometresPostal CodeServiettesSmartiesTapThe billVinegar on chipsZed
Cool eh?
Top Related