This document summarizes a presentation about governance for SharePoint implementations. It discusses the importance of balancing people, processes, and technology when implementing SharePoint. It also addresses common challenges organizations face with change management and adoption of new technologies. The presentation suggests the key to success is having a compelling vision, a logical approach, a sense of urgency, and understanding what's in it for individual users.
1. SharePoint Governance – finding the right
balance
Blair Cribb BSc. M.B.A.
Productivity Solution Specialist
Federal Government
Tuesday, June 21, 2011
2. SharePoint Governance – finding the right
balance
Blair Cribb BSc. M.B.A.
Productivity Solution Specialist
Federal Government
Tuesday, June 21, 2011
3. Agenda
• People, Process, Technology
• What Problem are we solving
• Why is it so hard
• How to get started
Tuesday, June 21, 2011
4. Skill testing question
What is one attribute that the most
successful SharePoint clients in the
Canadian Federal Government have in
common?
Tuesday, June 21, 2011
5. Success is Not Just About Technology
Training
Support Technology
Policies
Communication
Deployment
Documentation
Tuesday, June 21, 2011
6. Success is Not Just About Technology
Training
Support Technology
20%
Policies
Communication
Deployment
Documentation
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7. Key to successful IT/IM projects
Practices
Mike Hammer - BPR
CONTENT
Tuesday, June 21, 2011
8. Why don’t (won’t) we change?
Readiness for Change = ƒ(CV x LA x SU x
WIFM)
Where:
CV = A Compelling Vision
LA = A Logical Approach
SU = A Sense of Urgency
WIFM= What’s in it for me
Change will only occur if:
Readiness for Change is greater than the
Perceived Cost of Changing.
Tuesday, June 21, 2011
9. What problem are we trying to
solve?
• Records Management
• Information Management
• Knowledge Management
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10. Records Management
Compliance
• TB Policy on Information Management
− MAF scorecard
− ATIP, LAC Act, Criminal Records, Copyright….
• Standard for Electronic Documents and Records
Management Solutions (EDRMS)
− Technical ICA Module 2
− When investing in an EDRM solution, departments are required
to use products, licenses, or services resulting from
government-wide procurement processes undertaken by
PWGSC.
− The departmental IM Senior Official is responsible for submitting a
justification for any proposed alternative to the products or services made
available as a result of government-wide procurement processes. The
justification is to be provided to the Government of Canada's Chief
Information Officer prior to any investment.
− The justification should include: the departmental IM Strategy and
implementation plan, and be accompanied by a strong rationale (including
cost effectiveness) to support the proposed alternate solution.
Tuesday, June 21, 2011
11. SharePoint for Records
Management
SharePoint complies with ICA Module 2, the
Treasury Board Technical Standard for RM with
3rd party products for the following gaps:
• The management of Physical Records
• Managing email as a record
• Classification
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12. Information Management
Create
Disseminate Capture
Seek
Translate
Feedback
Manage Refine
Store
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13. Knowledge Management
Explicit vs. Tacit knowledge
Explicit Tacit Explicit Tacit
80% 20% 20% 80%
Early 20th century activity Early 21st century activity
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14. THE KNOWLEDGE
MANAGEMENT CHALLENGE
All users are unique
Users don’t like change
Knowledge is power
sharing diminishes power
Compensation drives behaviour
User experience is crucial to adoption
Not all knowledge is created equal
Explicit vs. Tacit knowledge
Tuesday, June 21, 2011
15. Technology Adoption Lifecycle
it’s hard to teach an old dog new tricks
The chasm
Early Majority Late Majority
Early Adopters Laggards
0% Number of business consumers
100%
Everett Rogers – Diffusion of Innovations - 1962
Tuesday, June 21, 2011
16. How to teach an old dog new tricks
• Great search is critical
– Little to no change in the user experience
– Search relevance is everything
• Web 3.0 – Semantic Web
– People search is key to discovering tacit knowledge
• Make the new tricks seem like the old ones
– Simple example
• Deliver new user experiences using old technology
– Social experiences Using Outlook Social Connector
• Keep it personal – start with the MySite
• Laggards don’t change – forced change is necessary
– Block the ability to send email attachments
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17. Microsoft Operations Framework 4.0
The diamonds are
Management
Reviews,
which focus on key
IT management
control points
The bulleted items are
Service Management
Functions, which
provide
process guidance
Tuesday, June 21, 2011
The three phases and Manage Layer are populated with service management functions (SMFs), which articulate the activities and processes defined in MOF. Each SMF is anchored within a lifecycle phase/layer and contains a unique set of goals and outcomes that support the objectives of that phase/layer. An IT service’s readiness to move from one phase to the next is confirmed by management reviews, which ensure that goals are achieved in an appropriate fashion and that IT’s goals are aligned with the goals of the organization. The goals of management reviews, no matter where they occur in the lifecycle, are straightforward: Provide management oversight and guidance. Act as internal controls at the phase level of the IT lifecycle. Assess the state of activities and prevent premature advancement into the next phase. Capture organizational learning. Improve processes.