SharePoint Governance, Planning and Oversight

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 – 2016) 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.

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

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

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.