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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
     “Thou      • System Design Documentation
                • Dry, Unidirectional,
   Shalt Not”     Afterthought


                • Business First
                • IT Second
   Cooperate    • Collaborative Effort
SharePoint-as-a-Platform
Enterprise Solution

                  IT
               Services



     Application
     Management

                    Information
                    Management
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?
Governance: Design

  •   As Is Architecture             Necessary
  •   To Be Architecture              Elements
  •   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
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

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SharePoint Governance Webinar Presentation

  • 1. SharePoint Governance: 3 Things Every Organization Needs to Know Marie-Michelle Strah, PhD SharePoint Solutions Architect
  • 2. Objectives • Why SharePoint governance? • What does SharePoint governance mean to you? • How do you implement a SharePoint governance plan? Case studies and resources
  • 3. Why SharePoint Governance? • Definition • Microsoft Guidance • Changes for SharePoint Server 2010
  • 4. 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
  • 6. 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
  • 7. 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
  • 8. Significant Shift in Framing • IT Driven “Thou • System Design Documentation • Dry, Unidirectional, Shalt Not” Afterthought • Business First • IT Second Cooperate • Collaborative Effort
  • 9.
  • 10. SharePoint-as-a-Platform Enterprise Solution IT Services Application Management Information Management
  • 11. 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
  • 14. How do you implement a SharePoint Governance Plan?
  • 15. Governance: Design • As Is Architecture Necessary • To Be Architecture Elements • 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
  • 16. Primacy of Information Architecture • New installation • Upgrade and migration • Going above and beyond minimum requirements
  • 17. SPS2010: IA Minimum Considerations
  • 18. SPS2010: User Interface/User Experience 508 Compliance Web Content Management Web Design/Graphic Design Human-Computer Interaction SDK Master Pages/CSS
  • 20. Phases of Governance • Design • Deployment • Implementation – Change Management – Application Lifecycle Management • Governance – Quarterly Review – SharePoint Maturity Model
  • 22. 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
  • 23. 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