SharePoint Governance, Planning and Oversight

Description

This class should be taken before you roll out SharePoint, but probably will be taken after you have already done it the wrong way. Governance is a broad topic potentially touching every aspect of the organization.

This 3-day instructor-led class will focus on governance of content stored and used within SharePoint. We will cover the What, Who and How of governance with an end goal of getting you a good start on your governance team and plan.

What you will take away from this class:

What is governance
What should be governed
Who should govern, and how they should be selected
How to define core SharePoint services and manage their release
A list of critical policies that should be created, and enforced
What needs to be audited and how to do audits
What needs to be considered in your plan for legal reasons, business reasons and best practices reasons

The course covers:

All versions of SharePoint (2007 – 2013) on premises and in the Cloud
and in general, corporate and organization intellectual property governance

Labs:

This class includes four team oriented problem solving labs to explore real world governance problems and to create a governance plan.

Outline

Module: Introduction

What is SharePoint?
What areas of the business are impacted by a SharePoint installation
The SharePoint cultural change
What is at risk?
What is governance?
Governance is not just about SharePoint
Who is in charge?
What you will get with no plan, and no enforcement
SharePoint Terminology

Module: Governance, the team and the plan

Who creates the Plan, who enforces the Plan?
The Governance Team
Selecting the team
Sponsorship and buy-in
The Governance Plan
Audits?
Lifecycle of SharePoint
Lifecycle of the plan and the team
Resources available

Module: Project Management

Project Management and Governance
ITIL?
Resources available

Module: SharePoint Service Model

SharePoint Roles - the people
Deploying and supporting SharePoint in Tiers
Four nine's? 24 x 7? Local/International?
Content Management
Team Collaboration
My Sites
Social Networking
Microsoft Office Integration
SharePoint as a development platform
Resources available

Module: Security

What's at risk?
The SharePoint security model
Security at the server

Module: Configuration, Customization and Custom Development

The three C's: Configuration, Customization and Custom Development
Which should you permit?
At what cost?
And what can go wrong...
Development, Staging and Production - testing and migration
Change control
SharePoint Designer Policies and Best Practices
Development standards and procedures
Resources available

Module: Taxonomy

Taxonomy, a definition
Types of taxonomies
Who should create and own the corporate taxonomies?
Tools to support taxonomies
Resources available

Module: Planning the Information Architecture

Applications, Site Collections or Sites
Planned or open (the wild, wild, West!)
Resources available

Module: Farm Administration

Resource planning
Scalability
Disaster planning and disaster recovery
Resources available

Module: SharePoint Administration

Procedures and tools for new sites
Procedures and tools for monitoring SharePoint
Backup requirements
Resources available

Module: Training and Support

End user training and support
Extended training needed for SharePoint
Office and SharePoint integration
Resources available

Module: Content Management

Content life spans
Approval processes
Content Types and metadata
Resources available

Module: The Internet

SharePoint and the internet

Module: Everything else you need to consider

Driving adoption
Where do you go from here...
Resources available

PreRequisites

Before attending this course, students must have:

A good understanding of the "big picture" of SharePoint
Basic training or experience with SharePoint end-user and site owner skills
A good understanding of the "how" and "why" of SharePoint in your organization
A good understanding of intellectual property policies in your company

Audience

Anyone responsible for or supporting a new SharePoint rollout, or an existing out of control SharePoint installation!

Attendees should be potential members of a governance team and include leaders from corporate management, IT management, IT administration, development and training.

We highly recommend that you train your governance team as a single group. We also offer this class in a three day format as a private class to allow time for the team to create their first draft of their plan.