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SharePoint Governance, Planning and Oversight

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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


  • 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.


$1695.00 List Price

3 Days Course

Class Dates

Request a Date or a Private Class below.

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