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#SPSBE




How Governance can help
 your SharePoint project
             #SPSBE03



      Joris Bollen - Beyond-it
About me: Meet Joris Bollen
In this session, we will:
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When implementing SharePoint…
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But… it’s still a project!
 Project     Business      Analysis    Planning   Information
Objectives    Case                                Architecture




                  (SharePoint) project

 Layout      Communi-      Strategic     User         ROI
 Design      cation Plan     Plan      Training   for Mngmt.
For SharePoint: extra attention goes to:
            User              Policies
          Adoption




             (SharePoint) project

         Procedures           GOVERNANCE
10 steps to ensure SP project success
1)
2)
3)
4)
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6)
7)
8)
9)
10)
What is governance ?




        responsibilities    roles



               Technology                   Business
                                             Goals
                 policies       processes
Bottom up approach…
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Translate to Business Language
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Eg. Vision
• Make it easier for people to work   •   Make it easier for people to work together
  together                                by providing a centralized location for
                                          people to find what they need
• Enable collaboration
                                      •   Enable collaboration by having open
                                          communities and information/knowledge
                                          sharing through wikis, blogs, forums
• Document management                 •   Document Management by allowing for
                                          security controlled locations that can be
• Portal                                  used for versioning
                                      •   Portal by combining the disparate X
                                          number of home-grown intranet solutions

• Eliminate (reduce) email            •   Eliminae (reduce) email by …


                                      •   Increase ROI by
• Increase ROI
So, what’s a Governance Plan?
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Balance Technology with Policy

                    Technology




             Policy
Why do you need a Goverance Plan?
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Business Drivers


          Efficiency      Risk
            Gains      Mitigation




             $            $
Types of Governance Model
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The Balancing act




       Establish some guidelines to keep users on track
  but keep the rules short and simple to avoid stifling creativity
Make it digestible…
What should be in there ?
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Scope & Expectations
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Believe Statements (Management)
• We believe governing board members add value to our organization
• We believe that our board must initially be involved in shared management,
  but
• We are committed to a board that does not micromanage the portals day-
  today operations
• We believe our board functions best when all members engage in productive
• dialogue
• We believe that the priorities for the business must be our
• We believe a 21st-century portal must focus on accountability
• Our board should always know:
    •   1) where are we now in meeting our goals,
    •   2) where we need to be to meet our goals
    •   3) the best strategy to meet our goals
• We believe that board, administrators, and users should have a shared
  understanding of goals, options, risks, and threats, and that all energy should
  be focused on our productivity and success
• We believe our success, in part, depends on building a trusting and supportive
  organizational culture, which is focused on results.
Believe Statements (Users)
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Roles & Responsibilities
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And don’t forget…
Architectural Model
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Information Architecture
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Support Model
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Balance Functionallity with Support

                                             Functionality
Sustainability (everything has a cost) who
pays for what.. also needs to go through
approval process




                              Support
Communication Plan
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Training
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Other possible items
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Governance Guidelines
Tips: Where to go to ?
Tips: The SharePoint Information Center
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Tips: the Governance Police
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Tips: the Governance Police
Tips: the Governance Workgroup
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Information / sources
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A big thanks to our sponsors

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SharePoint Saturday - Belgium 2012 - Joris Bollen on "How Governance can help your SharePoint project"