bulletproof sharepoint governance (#sp24 session)
DESCRIPTION
What steps should be taken to develop a SharePoint Governance plan and what should the plan cover? Nick Inglis walks you throughTRANSCRIPT
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Bulletproof SharePoint GovernanceNick InglisUnited States, Providence, RI
April 16th /17th, 2014
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• Founding Partner, Optismo• Co-Founder, The Information
Governance Conference• Author, The AIIM SharePoint
Governance Toolkit• Dad, Conor Atom Inglis
Nick InglisFounding PartnerOptismoProvidence, RIUnited States
Contact
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BulletproofSharePoint Governance
The Optismo Model of SharePoint Governance
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Information Gathering
Foundational Information Guide Strategy Implementation
Planning
What We’ll Cover
Foundational Activities
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Information Gathering
Foundational Information Guide Strategy Implementation
Planning
What We’ll Cover
Content Design & Structure
Development
People/Roles Security Classificatio
n
Foundational Activities
Governance Areas
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Governance is expansive.
It reaches all parts of an organization.
Why Is That?
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Governance is expansive.
It reaches all parts of an organization.
It is approached differently by the many stakeholders.
Why Is That?
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Driven by business
requirements
Content
Design & Structure
Development
People/Roles
Security
Classification
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Information Gathering
Foundational Information
Guide Strategy
Implementation Planning
Starting Off Right
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Information Gathering
Foundational Information
Guide Strategy
Implementation Planning
Starting Off Right
![Page 17: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/17.jpg)
Information Gathering
Foundational Information
Guide Strategy
Implementation Planning
Starting Off Right
![Page 18: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/18.jpg)
Information Gathering
Foundational Information
Guide Strategy
Implementation Planning
Starting Off Right
![Page 19: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/19.jpg)
Information Gathering
Foundational Information
Guide Strategy
Implementation Planning
Starting Off Right
![Page 20: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/20.jpg)
Foundational Activities Information
Gathering
Foundational Information
Guide Strategy
Implementation Planning
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Foundational Activities
Gath
er
Data
&Id
enti
fy T
rend
s Develop representative user
profiles
Align questions to gap analysis
mapping
Gather
1 on 1 interviewing
Surveys
Workshops
Information Gathering
![Page 22: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/22.jpg)
Foundational Activities
Gath
er
Data
&Id
enti
fy T
rend
s Develop representative user
profiles
Align questions to gap analysis
mapping
Gather
1 on 1 interviewing
Surveys
Workshops
Information Gathering
![Page 23: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/23.jpg)
Foundational Activities
Gath
er
Data
&Id
enti
fy T
rend
s Develop representative user
profiles
Align questions to gap analysis
mapping
Gather
1 on 1 interviewing
Surveys
Workshops
Information Gathering
![Page 24: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/24.jpg)
Foundational Activities
Gath
er
Data
&Id
enti
fy T
rend
s Develop representative user
profiles
Align questions to gap analysis
mapping
Gather
1 on 1 interviewing
Surveys
Workshops
Information Gathering
![Page 25: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/25.jpg)
Foundational Activities
Gath
er
Data
&Id
enti
fy T
rend
s Develop representative user
profiles
Align questions to gap analysis
mapping
Gather
1 on 1 interviewing
Surveys
Workshops
Information Gathering
![Page 26: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/26.jpg)
Foundational Activities
Gath
er
Data
&Id
enti
fy T
rend
s Develop representative user
profiles
Align questions to gap analysis
mapping
Gather
1 on 1 interviewing
Surveys
Workshops
Information Gathering
![Page 27: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/27.jpg)
Foundational Activities Information
Gathering
Foundational Information
Guide Strategy
Implementation Planning
![Page 28: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/28.jpg)
Foundational Information
Foundational ActivitiesEstablish The Role of SharePoint
SharePoint as:Development PlatformContent ManagementSocial PlatformEtc.
Establish Role of Cooperating Systems
What Connects?Data ConnectionsUI ConnectionsProcess Connections
Assess Maturity
Establish maturity assessment for:Systems/TechnologyCultureComplianceEtc.
Identify External Factors
BudgetPolicyM&A ActivitySystems ReplacementsEtc.
Foundational
Overview Document
![Page 29: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/29.jpg)
Foundational Information
Foundational ActivitiesEstablish The Role of SharePoint
SharePoint as:Development PlatformContent ManagementSocial PlatformEtc.
Establish Role of Cooperating Systems
What Connects?Data ConnectionsUI ConnectionsProcess Connections
Assess Maturity
Establish maturity assessment for:Systems/TechnologyCultureComplianceEtc.
Identify External Factors
BudgetPolicyM&A ActivitySystems ReplacementsEtc.
Foundational
Overview Document
![Page 30: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/30.jpg)
Foundational Information
Foundational ActivitiesEstablish The Role of SharePoint
SharePoint as:Development PlatformContent ManagementSocial PlatformEtc.
Establish Role of Cooperating Systems
What Connects?Data ConnectionsUI ConnectionsProcess Connections
Assess Maturity
Establish maturity assessment for:Systems/TechnologyCultureComplianceEtc.
Identify External Factors
BudgetPolicyM&A ActivitySystems ReplacementsEtc.
Foundational
Overview Document
![Page 31: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/31.jpg)
Foundational Information
Foundational ActivitiesEstablish The Role of SharePoint
SharePoint as:Development PlatformContent ManagementSocial PlatformEtc.
Establish Role of Cooperating Systems
What Connects?Data ConnectionsUI ConnectionsProcess Connections
Assess Maturity
Establish maturity assessment for:Systems/TechnologyCultureComplianceEtc.
Identify External Factors
BudgetPolicyM&A ActivitySystems ReplacementsEtc.
Foundational
Overview Document
![Page 32: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/32.jpg)
Foundational Information
Foundational ActivitiesEstablish The Role of SharePoint
SharePoint as:Development PlatformContent ManagementSocial PlatformEtc.
Establish Role of Cooperating Systems
What Connects?Data ConnectionsUI ConnectionsProcess Connections
Assess Maturity
Establish maturity assessment for:Systems/TechnologyCultureComplianceEtc.
Identify External Factors
BudgetPolicyM&A ActivitySystems ReplacementsEtc.
Foundational
Overview Document
![Page 33: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/33.jpg)
Foundational Information
Foundational ActivitiesEstablish The Role of SharePoint
SharePoint as:Development PlatformContent ManagementSocial PlatformEtc.
Establish Role of Cooperating Systems
What Connects?Data ConnectionsUI ConnectionsProcess Connections
Assess Maturity
Establish maturity assessment for:Systems/TechnologyCultureComplianceEtc.
Identify External Factors
BudgetPolicyM&A ActivitySystems ReplacementsEtc.
Foundational
Overview Document
![Page 34: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/34.jpg)
Foundational Activities Information
Gathering
Foundational Information
Guide Strategy
Implementation Planning
![Page 35: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/35.jpg)
Guide Strategy
Foundational Activities
Technology RoadmapGap
Analysis
Reference Architecture
Guiding Principles
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Guide Strategy
Foundational ActivitiesTechnology Roadmap
Gap Analysis
Reference Architecture
Guiding Principles
Guiding Principles:Statement(s) Encompassing-
Overall Program GoalsBeliefs & DesiresDesired OutcomesOverarching Theme
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Guide Strategy
Foundational ActivitiesTechnology Roadmap
Gap Analysis
Reference Architecture
Guiding Principles
Reference Architecture-Maps Functionality to Enterprise Systems To Help:• Identify Functionality Gaps• Identify Systems For
Standardization• Identify Systems For
Retirement
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Guide Strategy
Foundational ActivitiesTechnology Roadmap
Gap Analysis
Reference Architecture
Guiding Principles
Gap Analysis-Through surveying, interviewing, workshops.Identify areas for improvement in Culture, Functionality, Systems, etc.
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Guide Strategy
Foundational ActivitiesTechnology Roadmap
Gap Analysis
Reference Architecture
Guiding Principles
Technology Roadmap-Identifies an overall continuum of systems over the next 3-5 years to which functionality may be aligned.
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Foundational Activities Information
Gathering
Foundational Information
Guide Strategy
Implementation Planning
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Implementation Planning
Foundational Activities
Document Requiremen
ts
Develop A Business
Case & Gain Approval
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Implementation Planning
Foundational Activities
Document Requirement
s
![Page 43: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/43.jpg)
Implementation Planning
Foundational Activities
Document Requirement
s
Leverage existing standards & methodologies • IEEE Standard 830-1998• Unified Modeling Language (UML) • Rational Unified Process (RUP)
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Implementation Planning
Foundational Activities
Document Requirement
s
Leverage existing standards & methodologies • IEEE Standard 830-1998• Unified Modeling Language (UML) • Rational Unified Process (RUP) Number for tracing
![Page 45: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/45.jpg)
Implementation Planning
Foundational Activities
Document Requirement
s
Leverage existing standards & methodologies • IEEE Standard 830-1998• Unified Modeling Language (UML) • Rational Unified Process (RUP) Number for tracingApply guiding principles
![Page 46: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/46.jpg)
Implementation Planning
Foundational Activities
Document Requirement
s
Leverage existing standards & methodologies • IEEE Standard 830-1998• Unified Modeling Language (UML) • Rational Unified Process (RUP) Number for tracingApply guiding principles Document assumptions
![Page 47: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/47.jpg)
Implementation Planning
Foundational Activities
Document Requirement
s
Leverage existing standards & methodologies • IEEE Standard 830-1998• Unified Modeling Language (UML) • Rational Unified Process (RUP) Number for tracingApply guiding principles Document assumptionsList policy, process, technical legal, and regulatory constraints
![Page 48: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/48.jpg)
Implementation Planning
Foundational Activities
Document Requirement
s
Leverage existing standards & methodologies • IEEE Standard 830-1998• Unified Modeling Language (UML) • Rational Unified Process (RUP) Number for tracingApply guiding principles Document assumptionsList policy, process, technical legal, and regulatory constraints Describe functionality, not how functionality should be developed
![Page 49: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/49.jpg)
Implementation Planning
Foundational Activities
Document Requirement
s
Leverage existing standards & methodologies • IEEE Standard 830-1998• Unified Modeling Language (UML) • Rational Unified Process (RUP) Number for tracingApply guiding principles Document assumptionsList policy, process, technical legal, and regulatory constraints Describe functionality, not how functionality should be developed Prioritize and/or Categorize
![Page 50: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/50.jpg)
Implementation Planning
Foundational ActivitiesDevelop
A Business Case & Gain
Approval
![Page 51: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/51.jpg)
Implementation Planning
Foundational ActivitiesDevelop
A Business Case & Gain
Approval
Rationale
Productivity
Knowledge Management
Compliance
Risk Management
Legal / Regulatory
Reducing eDiscovery Costs
Improving Findability
Etc.
Purpose
Justification of action
Evaluation of options
Costs / Benefit analysis
Outline of commitments
Obtaining executive commitment
Obtaining executive approval
Outline Cost Areas
Hardware
Software
Program Execution
Training
Operations
Ongoing Maintenance
Outline Benefits
Dollars saved
Time saved
Cost avoidance
Etc.
![Page 52: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/52.jpg)
Implementation Planning
Foundational ActivitiesDevelop
A Business Case & Gain
Approval
Rationale
Productivity
Knowledge Management
Compliance
Risk Management
Legal / Regulatory
Reducing eDiscovery Costs
Improving Findability
Etc.
Purpose
Justification of action
Evaluation of options
Costs / Benefit analysis
Outline of commitments
Obtaining executive commitment
Obtaining executive approval
Outline Cost Areas
Hardware
Software
Program Execution
Training
Operations
Ongoing Maintenance
Outline Benefits
Dollars saved
Time saved
Cost avoidance
Etc.
![Page 53: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/53.jpg)
Implementation Planning
Foundational ActivitiesDevelop
A Business Case & Gain
Approval
Rationale
Productivity
Knowledge Management
Compliance
Risk Management
Legal / Regulatory
Reducing eDiscovery Costs
Improving Findability
Etc.
Purpose
Justification of action
Evaluation of options
Costs / Benefit analysis
Outline of commitments
Obtaining executive commitment
Obtaining executive approval
Outline Cost Areas
Hardware
Software
Program Execution
Training
Operations
Ongoing Maintenance
Outline Benefits
Dollars saved
Time saved
Cost avoidance
Etc.
![Page 54: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/54.jpg)
Implementation Planning
Foundational ActivitiesDevelop
A Business Case & Gain
Approval
Rationale
Productivity
Knowledge Management
Compliance
Risk Management
Legal / Regulatory
Reducing eDiscovery Costs
Improving Findability
Etc.
Purpose
Justification of action
Evaluation of options
Costs / Benefit analysis
Outline of commitments
Obtaining executive commitment
Obtaining executive approval
Outline Cost Areas
Hardware
Software
Program Execution
Training
Operations
Ongoing Maintenance
Outline Benefits
Dollars saved
Time saved
Cost avoidance
Etc.
![Page 55: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/55.jpg)
Governance Areas Content
Design & User
Experience
Development
People/Roles
Security Classification
![Page 56: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/56.jpg)
Content Governance
Develop & Implement Retention
Policies Across All Information
Establish Content Type Structure &
Rules
Standardize Metadata (Columns)
Library & List Standards
Site Provisioning
Content
Develop & Implement
Retention Policies Across All
InformationEstablish Content Type Structure &
Rules
Standardize Metadata (Columns)
Library & List Standards
Site Provisioning
![Page 57: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/57.jpg)
Content Governance
Develop & Implement Retention
Policies Across All Information
Establish Content Type Structure &
Rules
Standardize Metadata (Columns)
Library & List Standards
Site Provisioning
Content
Develop & Implement
Retention Policies Across All
InformationEstablish Content Type Structure &
Rules
Standardize Metadata (Columns)
Library & List Standards
Site Provisioning
![Page 58: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/58.jpg)
Content Governance
Develop & Implement Retention
Policies Across All Information
Establish Content Type Structure &
Rules
Standardize Metadata (Columns)
Library & List Standards
Site Provisioning
Content
Develop & Implement
Retention Policies Across All
InformationEstablish Content Type Structure &
Rules
Standardize Metadata (Columns)
Library & List Standards
Site Provisioning
![Page 59: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/59.jpg)
Content Governance
Develop & Implement Retention
Policies Across All Information
Establish Content Type Structure &
Rules
Standardize Metadata (Columns)
Library & List Standards
Site Provisioning
Content
Develop & Implement
Retention Policies Across All
InformationEstablish Content Type Structure &
Rules
Standardize Metadata (Columns)
Library & List Standards
Site Provisioning
![Page 60: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/60.jpg)
Content Governance
Develop & Implement Retention
Policies Across All Information
Establish Content Type Structure &
Rules
Standardize Metadata (Columns)
Library & List Standards
Site Provisioning
Content
Develop & Implement
Retention Policies Across All
InformationEstablish Content Type Structure &
Rules
Standardize Metadata (Columns)
Library & List Standards
Site Provisioning
![Page 61: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/61.jpg)
Content Governance
Develop & Implement Retention
Policies Across All Information
Establish Content Type Structure &
Rules
Standardize Metadata (Columns)
Library & List Standards
Site Provisioning
Content
Develop & Implement
Retention Policies Across All
InformationEstablish Content Type Structure &
Rules
Standardize Metadata (Columns)
Library & List Standards
Site Provisioning
![Page 62: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/62.jpg)
Content GovernanceContent
Develop & Implement
Retention Policies Across All
Information
![Page 63: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/63.jpg)
Content Governance
Establish Retention & Disposition rules at the outset across ALL organizational information.
Content
Develop & Implement
Retention Policies Across All
Information
![Page 64: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/64.jpg)
Content Governance
Establish Retention & Disposition rules at the outset across ALL organizational information.Develop categories and length of time to keep.
Content
Develop & Implement
Retention Policies Across All
Information
![Page 65: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/65.jpg)
Content Governance
Establish Retention & Disposition rules at the outset across ALL organizational information.Develop categories and length of time to keep.Automatically identify and categorize based on…
Content
Develop & Implement
Retention Policies Across All
Information
![Page 66: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/66.jpg)
Content Governance
Location• Site
Collection• Site• Library
Content Types
Columns / Metadata
Fields
Establish Retention & Disposition rules at the outset across ALL organizational information.Develop categories and length of time to keep.Automatically identify and categorize based on…
Content
Develop & Implement
Retention Policies Across All
Information
![Page 67: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/67.jpg)
Content Governance
Location• Site
Collection• Site• Library
Content Types
Columns / Metadata
Fields
For example:
Content
Develop & Implement
Retention Policies Across All
Information
![Page 68: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/68.jpg)
Content Governance
Location• Site
Collection• Site• Library
Content Types
Columns / Metadata
Fields
For example:Content uploaded to –Marketing Site
Content
Develop & Implement
Retention Policies Across All
Information
![Page 69: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/69.jpg)
Content Governance
Location• Site
Collection• Site• Library
Content Types
Columns / Metadata
Fields
For example:Content uploaded to –Marketing SiteOperations Library
Content
Develop & Implement
Retention Policies Across All
Information
![Page 70: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/70.jpg)
Content Governance
Location• Site
Collection• Site• Library
Content Types
Columns / Metadata
Fields
For example:Content uploaded to –Marketing SiteOperations LibraryContent Type: Contract
Content
Develop & Implement
Retention Policies Across All
Information
![Page 71: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/71.jpg)
Content Governance
Location• Site
Collection• Site• Library
Content Types
Columns / Metadata
Fields
For example:Content uploaded to –Marketing SiteOperations LibraryContent Type: Contract
We know this is a marketing contract.
Content
Develop & Implement
Retention Policies Across All
Information
![Page 72: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/72.jpg)
Content GovernanceContent
Establish Content Type Structure &
Rules
Content Type Hub
Content Type A
Child Content Type A
Sub Child Content Type A1
EXTENDABLE
Sub Child Content Type A2
EXTENDABLE
Sub Child Content Type A3
EXTENDABLE
Sub Child Content Type A4
EXTENDABLE
Content Type B
Child Content Type B
Content Type C
Content Type D
Content Cannot Be AddedMetadata Can
Be Added
Content Can Be Added
Metadata Can Be Added
Site Administrators
Can Extend This Content Type
Existing Metadata Only
![Page 73: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/73.jpg)
Content GovernanceContent
Establish Content Type Structure &
Rules
Content Type Hub
Content Type A
Child Content Type A
Sub Child Content Type A1
EXTENDABLE
Sub Child Content Type A2
EXTENDABLE
Sub Child Content Type A3
EXTENDABLE
Sub Child Content Type A4
EXTENDABLE
Content Type B
Child Content Type B
Content Type C
Content Type D
Content Cannot Be AddedMetadata Can
Be Added
Content Can Be Added
Metadata Can Be Added
Site Administrators
Can Extend This Content Type
Existing Metadata Only
![Page 74: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/74.jpg)
Content GovernanceContent
Establish Content Type Structure &
Rules
Content Type Hub
Content Type A
Child Content Type A
Sub Child Content Type A1
EXTENDABLE
Sub Child Content Type A2
EXTENDABLE
Sub Child Content Type A3
EXTENDABLE
Sub Child Content Type A4
EXTENDABLE
Content Type B
Child Content Type B
Content Type C
Content Type D
Content Cannot Be AddedMetadata Can
Be Added
Content Can Be Added
Metadata Can Be Added
Site Administrators
Can Extend This Content Type
Existing Metadata Only
![Page 75: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/75.jpg)
Content GovernanceContent
Establish Content Type Structure &
Rules
Content Type Hub
Content Type A
Child Content Type A
Sub Child Content Type A1
EXTENDABLE
Sub Child Content Type A2
EXTENDABLE
Sub Child Content Type A3
EXTENDABLE
Sub Child Content Type A4
EXTENDABLE
Content Type B
Child Content Type B
Content Type C
Content Type D
Content Cannot Be AddedMetadata Can
Be Added
Content Can Be Added
Metadata Can Be Added
Site Administrators
Can Extend This Content Type
Existing Metadata Only
![Page 76: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/76.jpg)
Content GovernanceContent
Establish Content Type Structure &
Rules
Content Type Hub
Content Type A
Child Content Type A
Sub Child Content Type A1
EXTENDABLE
Sub Child Content Type A2
EXTENDABLE
Sub Child Content Type A3
EXTENDABLE
Sub Child Content Type A4
EXTENDABLE
Content Type B
Child Content Type B
Content Type C
Content Type D
Content Cannot Be AddedMetadata Can
Be Added
Content Can Be Added
Metadata Can Be Added
Site Administrators
Can Extend This Content Type
Existing Metadata Only
![Page 77: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/77.jpg)
Content GovernanceContent
Establish Content Type Structure &
Rules
Content Type Hub
Content Type A
Child Content Type A
Sub Child Content Type A1
EXTENDABLE
Sub Child Content Type A2
EXTENDABLE
Sub Child Content Type A3
EXTENDABLE
Sub Child Content Type A4
EXTENDABLE
Content Type B
Child Content Type B
Content Type C
Content Type D
Content Cannot Be AddedMetadata Can
Be Added
Content Can Be Added
Metadata Can Be Added
Site Administrators
Can Extend This Content Type
Existing Metadata Only
![Page 78: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/78.jpg)
Content GovernanceContent
Establish Content Type Structure &
Rules
Content Type Hub
Content Type A
Child Content Type A
Sub Child Content Type A1
EXTENDABLE
Sub Child Content Type A2
EXTENDABLE
Sub Child Content Type A3
EXTENDABLE
Sub Child Content Type A4
EXTENDABLE
Content Type B
Child Content Type B
Content Type C
Content Type D
Content Cannot Be AddedMetadata Can
Be Added
Content Can Be Added
Metadata Can Be Added
Site Administrators
Can Extend This Content Type
Existing Metadata Only
![Page 79: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/79.jpg)
Content GovernanceContent
Establish Content Type Structure &
Rules
Content Type Hub
Content Type A
Child Content Type A
Sub Child Content Type A1
EXTENDABLE
Sub Child Content Type A2
EXTENDABLE
Sub Child Content Type A3
EXTENDABLE
Sub Child Content Type A4
EXTENDABLE
Content Type B
Child Content Type B
Content Type C
Content Type D
Content Cannot Be AddedMetadata Can
Be Added
Content Can Be Added
Metadata Can Be Added
Site Administrators
Can Extend This Content Type
Existing Metadata Only
![Page 80: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/80.jpg)
Content Governance
Content Types
Scope
Enterprise Site Collection Site
Columns
Term Sets
Global Local
Workflow
OOB Custom
Forms & Document Templates
Information Management
Policies
Auditing Retention
Labeling Print Restrictions
Content
Establish Content Type Structure &
Rules
![Page 81: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/81.jpg)
Content GovernanceContent
Standardize Metadata (Columns) Include your Metadata (Column) Plan
![Page 82: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/82.jpg)
Content GovernanceContent
Standardize Metadata (Columns) Include your Metadata (Column) Plan
Categorize your Columns as Enterprise, Site Collection, or Site. Include which Site Collection or Site you are referring to with each set.
![Page 83: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/83.jpg)
Content GovernanceContent
Standardize Metadata (Columns) Include your Metadata (Column) Plan
Categorize your Columns as Enterprise, Site Collection, or Site. Include which Site Collection or Site you are referring to with each set. Include your predefined Term Sets and Terms (Microsoft has a “Term Set Worksheet” that can be utilized.
![Page 84: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/84.jpg)
Content GovernanceContent
Standardize Metadata (Columns) Include your Metadata (Column) Plan
Categorize your Columns as Enterprise, Site Collection, or Site. Include which Site Collection or Site you are referring to with each set. Include your predefined Term Sets and Terms (Microsoft has a “Term Set Worksheet” that can be utilized. Show the relationship between various Term Sets and Site Columns.
![Page 85: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/85.jpg)
Content GovernanceContent
Establish Site Provisioning For those with SharePoint 2013, ensure that the built in
Site Provisioning process aligns with your organizational requirements for Site Provisioning.
For those with SharePoint 2010 or older, develop the related forms, workflows and functions needed for Site Provisioning based on your business requirements. As an example:
Authorized User
Requests New Site
Form Filled Out
Providing Details of
Use
Request Evaluated By
Fulfillment
Site Created Based On
Site Template (or
Denied)
Message Sent To
Requestor
![Page 86: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/86.jpg)
Governance Areas Content
Design & User
Experience
Development
People/Roles
Security Classification
![Page 87: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/87.jpg)
Design & User Experience
Establish Site Organization
Establish Branding
Establish Site Templates To
Carry Common
Permissions & Functionality
Establish Navigation
Rules
Establish Search
Configuration Rules
Design & User Experience
Establish Site Organization
Establish Branding
Establish Site Templates To Carry Common
Permissions & Functionality
Establish Navigation Rules
Establish Search Configuration Rules
![Page 88: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/88.jpg)
Design & User Experience
Establish Site Organization
Establish Branding
Establish Site Templates To
Carry Common
Permissions & Functionality
Establish Navigation
Rules
Establish Search
Configuration Rules
Design & User Experience
Establish Site Organization
Establish Branding
Establish Site Templates To Carry Common
Permissions & Functionality
Establish Navigation Rules
Establish Search Configuration Rules
![Page 89: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/89.jpg)
Design & User Experience
Establish Site Organization
Establish Branding
Establish Site Templates To
Carry Common
Permissions & Functionality
Establish Navigation
Rules
Establish Search
Configuration Rules
Design & User Experience
Establish Site Organization
Establish Branding
Establish Site Templates To Carry Common
Permissions & Functionality
Establish Navigation Rules
Establish Search Configuration Rules
![Page 90: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/90.jpg)
Design & User Experience
Establish Site Organization
Establish Branding
Establish Site Templates To
Carry Common
Permissions & Functionality
Establish Navigation
Rules
Establish Search
Configuration Rules
Design & User Experience
Establish Site Organization
Establish Branding
Establish Site Templates To Carry Common
Permissions & Functionality
Establish Navigation Rules
Establish Search Configuration Rules
![Page 91: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/91.jpg)
Design & User Experience
Establish Site Organization
Establish Branding
Establish Site Templates To
Carry Common
Permissions & Functionality
Establish Navigation
Rules
Establish Search
Configuration Rules
Design & User Experience
Establish Site Organization
Establish Branding
Establish Site Templates To Carry Common
Permissions & Functionality
Establish Navigation Rules
Establish Search Configuration Rules
![Page 92: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/92.jpg)
Design & User Experience
Establish Site Organization
Establish Branding
Establish Site Templates To
Carry Common
Permissions & Functionality
Establish Navigation
Rules
Establish Search
Configuration Rules
Design & User Experience
Establish Site Organization
Establish Branding
Establish Site Templates To Carry Common
Permissions & Functionality
Establish Navigation Rules
Establish Search Configuration Rules
![Page 93: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/93.jpg)
Design & User ExperienceDesign & User Experience
Establish Site Organization
Develop primary Site Collection and Site Organization, establish where new sites will be created in the organizational hierarchy.
Primary Intranet Site
Collection
Division A
R&D
Project Sites
Marketing
Project Sites
Division B
Sales
Sales Initiative
Sites
Product Managemen
t
Additional Sites
HR Site Collection
Executive Site
Collection
![Page 94: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/94.jpg)
Design & User ExperienceDesign & User Experience
Establish Branding
Establish (leveraging Corporate Branding Guidelines) Branding Guidelines for SharePoint. Leverage Site Templates to carry these guidelines to all Sites automatically.
![Page 95: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/95.jpg)
Design & User ExperienceDesign & User Experience
Establish Site Templates To Carry
Common Permissions & Functionality
Establish Common Permissions & Functionality to be automatically carried on all new sites created as a part of your Site Provisioning process by leveraging Site Templates for all new sites.
![Page 96: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/96.jpg)
Design & User ExperienceDesign & User Experience
Establish Navigation Rules
Establish Navigation Rules for primary menus and how those menus are inheritable through newly provisioned Sites.
![Page 97: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/97.jpg)
Design & User ExperienceDesign & User Experience
Establish Search Configuration Rules
![Page 98: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/98.jpg)
Design & User ExperienceDesign & User Experience
Establish Search Configuration Rules • List appropriate crawl schedule info in Governance
Plan.
![Page 99: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/99.jpg)
Design & User ExperienceDesign & User Experience
Establish Search Configuration Rules • List appropriate crawl schedule info in Governance
Plan.• Include pre-defined crawl schedule info (based on Site
Provisioning process & Site Templates)
![Page 100: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/100.jpg)
Design & User ExperienceDesign & User Experience
Establish Search Configuration Rules • List appropriate crawl schedule info in Governance
Plan.• Include pre-defined crawl schedule info (based on Site
Provisioning process & Site Templates)• What is your process & schedule for mining “tagged”
information to add information to your term store and thesaurus?
![Page 101: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/101.jpg)
Design & User ExperienceDesign & User Experience
Establish Search Configuration Rules • List appropriate crawl schedule info in Governance
Plan.• Include pre-defined crawl schedule info (based on Site
Provisioning process & Site Templates)• What is your process & schedule for mining “tagged”
information to add information to your term store and thesaurus?
• What is your policy on when “Best Bets” may be used?
![Page 102: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/102.jpg)
Design & User ExperienceDesign & User Experience
Establish Search Configuration Rules • List appropriate crawl schedule info in Governance
Plan.• Include pre-defined crawl schedule info (based on Site
Provisioning process & Site Templates)• What is your process & schedule for mining “tagged”
information to add information to your term store and thesaurus?
• What is your policy on when “Best Bets” may be used?
• What external sources of data will be connected with Search?
![Page 103: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/103.jpg)
Design & User ExperienceDesign & User Experience
Establish Search Configuration Rules • List appropriate crawl schedule info in Governance
Plan.• Include pre-defined crawl schedule info (based on Site
Provisioning process & Site Templates)• What is your process & schedule for mining “tagged”
information to add information to your term store and thesaurus?
• What is your policy on when “Best Bets” may be used?
• What external sources of data will be connected with Search?
• Establish a schedule for continuous Search improvement
![Page 104: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/104.jpg)
Design & User ExperienceDesign & User Experience
Establish Search Configuration Rules • List appropriate crawl schedule info in Governance
Plan.• Include pre-defined crawl schedule info (based on Site
Provisioning process & Site Templates)• What is your process & schedule for mining “tagged”
information to add information to your term store and thesaurus?
• What is your policy on when “Best Bets” may be used?
• What external sources of data will be connected with Search?
• Establish a schedule for continuous Search improvement
• Who is responsible for managing search and following your search improvement schedule?
![Page 105: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/105.jpg)
Governance Areas Content
Design & User
Experience
Development
People/Roles
Security Classification
![Page 106: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/106.jpg)
Development Governance
Establish Your
SharePoint Environment
Rules
Establish Your Code Deployment
Process
Establish Your
Ongoing Server
Management Plan
Development
Establish Your SharePoint
Environment Rules
Establish Your Code Deployment
Process
Establish Your Ongoing Server
Management Plan
![Page 107: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/107.jpg)
Development Governance
Establish Your
SharePoint Environment
Rules
Establish Your Code Deployment
Process
Establish Your
Ongoing Server
Management Plan
Development
Establish Your SharePoint
Environment Rules
Establish Your Code Deployment
Process
Establish Your Ongoing Server
Management Plan
![Page 108: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/108.jpg)
Development Governance
Establish Your
SharePoint Environment
Rules
Establish Your Code Deployment
Process
Establish Your
Ongoing Server
Management Plan
Development
Establish Your SharePoint
Environment Rules
Establish Your Code Deployment
Process
Establish Your Ongoing Server
Management Plan
![Page 109: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/109.jpg)
Development Governance
Establish Your
SharePoint Environment
Rules
Establish Your Code Deployment
Process
Establish Your
Ongoing Server
Management Plan
Development
Establish Your SharePoint
Environment Rules
Establish Your Code Deployment
Process
Establish Your Ongoing Server
Management Plan
![Page 110: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/110.jpg)
Development Governance
Establish Your
SharePoint Environment
Rules
Establish Your Code Deployment
Process
Establish Your
Ongoing Server
Management Plan
Development
Establish Your SharePoint
Environment Rules
Establish Your Code Deployment
Process
Establish Your Ongoing Server
Management Plan
![Page 111: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/111.jpg)
Development Governance
Establish Your
SharePoint Environment
Rules
Establish Your Code Deployment
Process
Establish Your
Ongoing Server
Management Plan
Development
Establish Your SharePoint
Environment Rules
Establish Your Code Deployment
Process
Establish Your Ongoing Server
Management Plan
I am not a developer. Work with your
development team to understand your
business requirements. I’ll give you the broad
strokes…
![Page 112: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/112.jpg)
Development GovernanceDevelopment
Establish Your SharePoint
Environment Rules
Establish your rules around SharePoint environments for development, testing, and production.
![Page 113: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/113.jpg)
Development GovernanceDevelopment
Establish Your Code Deployment
Process
Establish your code deployment process(es).
![Page 114: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/114.jpg)
Development GovernanceDevelopment
Establish Your Code Deployment
Process
Establish your code deployment process(es).You may have different processes for coded solutions, purchased (third party) solutions, and codeless solutions.
![Page 115: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/115.jpg)
Development GovernanceDevelopment
Establish Your Ongoing Server
Management Plan
![Page 116: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/116.jpg)
Development GovernanceDevelopment
Establish Your Ongoing Server
Management Plan
Establish (or list) your primary server topology.
![Page 117: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/117.jpg)
Development GovernanceDevelopment
Establish Your Ongoing Server
Management Plan
Establish (or list) your primary server topology.Establish (or list) your applications and application pools, align with where they will be utilized within your Site hierarchy.
![Page 118: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/118.jpg)
Development GovernanceDevelopment
Establish Your Ongoing Server
Management Plan
Establish (or list) your primary server topology.Establish (or list) your applications and application pools, align with where they will be utilized within your Site hierarchy.Establish (or list) your storage architecture.
![Page 119: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/119.jpg)
Governance Areas Content
Design & User
Experience
Development
People/Roles
Security Classification
![Page 120: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/120.jpg)
People / Roles
Establish permissions groups
Establish support
channels and roles
Establish group-based
training requiremen
ts
Establish roles in
SharePoint maintenan
ce
People / Roles
Establish permissions groups
Establish support channels and roles
Establish group-based training requirements
Establish roles in SharePoint
maintenance
![Page 121: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/121.jpg)
People / Roles
Establish permissions groups
Establish support
channels and roles
Establish group-based
training requiremen
ts
Establish roles in
SharePoint maintenan
ce
People / Roles
Establish permissions groups
Establish support channels and roles
Establish group-based training requirements
Establish roles in SharePoint
maintenance
![Page 122: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/122.jpg)
People / Roles
Establish permissions groups
Establish support
channels and roles
Establish group-based
training requiremen
ts
Establish roles in
SharePoint maintenan
ce
People / Roles
Establish permissions groups
Establish support channels and roles
Establish group-based training requirements
Establish roles in SharePoint
maintenance
![Page 123: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/123.jpg)
People / Roles
Establish permissions groups
Establish support
channels and roles
Establish group-based
training requiremen
ts
Establish roles in
SharePoint maintenan
ce
People / Roles
Establish permissions groups
Establish support channels and roles
Establish group-based training requirements
Establish roles in SharePoint
maintenance
![Page 124: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/124.jpg)
People / Roles
Establish permissions groups
Establish support
channels and roles
Establish group-based
training requiremen
ts
Establish roles in
SharePoint maintenan
ce
People / Roles
Establish permissions groups
Establish support channels and roles
Establish group-based training requirements
Establish roles in SharePoint
maintenance
![Page 125: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/125.jpg)
People / RolesPeople / Roles
Establish Permissions Groups
Establish your primary permissions groups (some organizations provide room in their hierarchy for extending specific permissions as to not create brand new groups).
![Page 126: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/126.jpg)
People / RolesPeople / Roles
Establish Support Channels & Roles
Leverage your Site Templates to establish various tiered levels of support related to the site template. Site establishes modes of support available.
![Page 127: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/127.jpg)
People / RolesPeople / Roles
Establish Support Channels & Roles
Leverage your Site Templates to establish various tiered levels of support related to the site template. Site establishes modes of support available.Establish groups to provide support.
![Page 128: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/128.jpg)
People / RolesPeople / Roles
Establish Support Channels & Roles
Leverage your Site Templates to establish various tiered levels of support related to the site template. Site establishes modes of support available.Establish groups to provide support.Establish modes of support.
![Page 129: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/129.jpg)
People / RolesPeople / Roles
Establish Support Channels & Roles
Leverage your Site Templates to establish various tiered levels of support related to the site template. Site establishes modes of support available.Establish groups to provide support.Establish modes of support.Establish support metrics.
![Page 130: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/130.jpg)
People / RolesPeople / Roles
Establish Support Channels & Roles
Leverage your Site Templates to establish various tiered levels of support related to the site template. Site establishes modes of support available.Establish groups to provide support.Establish modes of support.Establish support metrics.
Example:
Tier 3: Email
Tier 2: Chat
Tier 1: Phone
• Available for Site Templates A, B, C
• Available for Site Templates A & B
• Available by Support Tech invitation only
![Page 131: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/131.jpg)
People / RolesPeople / Roles
Establish Group Based Training Requirements
Establish Training Requirements by User Group.
Example Groups:• Farm Administrators• Developers• End Users• Site Admins• Etc.
![Page 132: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/132.jpg)
People / RolesPeople / Roles
Establish Roles In SharePoint
MaintenanceEstablish roles in SharePoint’s ongoing maintenance:• Search configuration• Site Provisioning• Support• User Onboarding• User Decommissioning• Records Management• Etc.
![Page 133: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/133.jpg)
Governance Areas Content
Design & User
Experience
Development
People/Roles
Security Classification
![Page 134: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/134.jpg)
Security
Permissions
Inheritance &
Divergence
Roles For Administration
Hierarchy
Permissions Group Creation Rules
Security
Permissions Inheritance & Divergence
Roles For Administration
Hierarchy
Permissions Group Creation
![Page 135: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/135.jpg)
Security
Permissions
Inheritance &
Divergence
Roles For Administration
Hierarchy
Permissions Group Creation Rules
Security
Permissions Inheritance & Divergence
Roles For Administration
Hierarchy
Permissions Group Creation
![Page 136: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/136.jpg)
Security
Permissions
Inheritance &
Divergence
Roles For Administration
Hierarchy
Permissions Group Creation Rules
Security
Permissions Inheritance & Divergence
Roles For Administration
Hierarchy
Permissions Group Creation
![Page 137: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/137.jpg)
Security
Permissions
Inheritance &
Divergence
Roles For Administration
Hierarchy
Permissions Group Creation Rules
Security
Permissions Inheritance & Divergence
Roles For Administration
Hierarchy
Permissions Group Creation
![Page 138: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/138.jpg)
SecuritySecurity
Permissions Inheritance & Divergence
For permissions, you’re defining who has access to what. I am a visual person, so I take my site structure chart and start to draw circles creating groups of permissions.
![Page 139: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/139.jpg)
SecuritySecurity
Permissions Inheritance & Divergence
For permissions, you’re defining who has access to what. I am a visual person, so I take my site structure chart and start to draw circles creating groups of permissions.I then use points of divergence to get more granular asking myself the questions “Does a person in Dept. A have access to Dept. B?”, etc.
![Page 140: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/140.jpg)
SecuritySecurity
Permissions Inheritance & Divergence
For permissions, you’re defining who has access to what. I am a visual person, so I take my site structure chart and start to draw circles creating groups of permissions.I then use points of divergence to get more granular asking myself the questions “Does a person in Dept. A have access to Dept. B?”, etc.List your groups by their permissions access to inform your user groups.
![Page 141: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/141.jpg)
SecuritySecurity
Roles for Administration
Hierarchy
Administration, likewise, should have a specific hierarchy and access roles.
![Page 142: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/142.jpg)
SecuritySecurity
Roles for Administration
Hierarchy
Administration, likewise, should have a specific hierarchy and access roles.Utilize inheritance to establish your administrator roles and sets of permissions.
![Page 143: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/143.jpg)
SecuritySecurity
Roles for Administration
Hierarchy
Administration, likewise, should have a specific hierarchy and access roles.Utilize inheritance to establish your administrator roles and sets of permissions. Microsoft has a useful “Administrators & Owners Worksheet” which can be utilized.
![Page 144: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/144.jpg)
SecuritySecurity
Permission Group Creation Rules
Establish a set of rules around the creation or modification of user permissions groups to be followed by your administrative team.
![Page 145: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/145.jpg)
Governance Areas Content
Design & User
Experience
Development
People/Roles
Security Classification
![Page 146: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/146.jpg)
Classification Governance
Establish Consistent
Classification
Establish Content
Type Groups
Managed Metadata Service Rules &
Use
Content Type Hub Rules &
Use
Leveraging The Content Organizer
Classification
Establish Consistent
Classification
Establish Content Type Groups
Managed Metadata Service
Rules & Use
Content Type Hub Rules & Use
Leveraging The Content Organizer
![Page 147: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/147.jpg)
Classification Governance
Establish Consistent
Classification
Establish Content
Type Groups
Managed Metadata Service Rules &
Use
Content Type Hub Rules &
Use
Leveraging The Content Organizer
Classification
Establish Consistent
Classification
Establish Content Type Groups
Managed Metadata Service
Rules & Use
Content Type Hub Rules & Use
Leveraging The Content Organizer
![Page 148: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/148.jpg)
Classification Governance
Establish Consistent
Classification
Establish Content
Type Groups
Managed Metadata Service Rules &
Use
Content Type Hub Rules &
Use
Leveraging The Content Organizer
Classification
Establish Consistent
Classification
Establish Content Type Groups
Managed Metadata Service
Rules & Use
Content Type Hub Rules & Use
Leveraging The Content Organizer
![Page 149: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/149.jpg)
Classification Governance
Establish Consistent
Classification
Establish Content
Type Groups
Managed Metadata Service Rules &
Use
Content Type Hub Rules &
Use
Leveraging The Content Organizer
Classification
Establish Consistent
Classification
Establish Content Type Groups
Managed Metadata Service
Rules & Use
Content Type Hub Rules & Use
Leveraging The Content Organizer
![Page 150: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/150.jpg)
Classification Governance
Establish Consistent
Classification
Establish Content
Type Groups
Managed Metadata Service Rules &
Use
Content Type Hub Rules &
Use
Leveraging The Content Organizer
Classification
Establish Consistent
Classification
Establish Content Type Groups
Managed Metadata Service
Rules & Use
Content Type Hub Rules & Use
Leveraging The Content Organizer
![Page 151: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/151.jpg)
Classification Governance
Establish Consistent
Classification
Establish Content
Type Groups
Managed Metadata Service Rules &
Use
Content Type Hub Rules &
Use
Leveraging The Content Organizer
Classification
Establish Consistent
Classification
Establish Content Type Groups
Managed Metadata Service
Rules & Use
Content Type Hub Rules & Use
Leveraging The Content Organizer
![Page 152: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/152.jpg)
Classification GovernanceClassification
Establish Consistent Classification Establish classification or naming standards.
![Page 153: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/153.jpg)
Classification GovernanceClassification
Establish Consistent Classification Establish classification or naming standards.
These rules may come from your Records Management team or from a specific regulation that is required.
![Page 154: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/154.jpg)
Classification GovernanceClassification
Establish Consistent Classification Establish classification or naming standards.
These rules may come from your Records Management team or from a specific regulation that is required. Organizations that are in highly regulated sectors generally have these rules, you may or may not have any classification or naming standards that are required.
![Page 155: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/155.jpg)
Classification GovernanceClassification
Establish Content Type Grouping
Content Type grouping is something that I generally utilize to ensure compliance with Retention & Disposition standards. I generally base my overall groups by the length of time for which the information must be retained.
![Page 156: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/156.jpg)
Classification GovernanceClassification
Managed Metadata Service Rules & Use
Define processes and usage restrictions for adding or changing classification terms in the managed metadata service and term store.
![Page 157: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/157.jpg)
Classification GovernanceClassification
Content Type Hub Rules & Use Define processes and usage restrictions for
adding or changing enterprise content types.
![Page 158: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/158.jpg)
Classification GovernanceClassification
Content Type Hub Rules & Use Define processes and usage restrictions for
adding or changing enterprise content types.Define the process and usage restrictions for extending enterprise content types.
![Page 159: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/159.jpg)
Classification GovernanceClassification
Content Type Hub Rules & Use Define processes and usage restrictions for
adding or changing enterprise content types.Define the process and usage restrictions for extending enterprise content types.It may be helpful to list some example scenarios for which adds/edits may be made.
![Page 160: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/160.jpg)
Classification GovernanceClassification
Content Type Hub Rules & Use Define processes and usage restrictions for
adding or changing enterprise content types.Define the process and usage restrictions for extending enterprise content types.It may be helpful to list some example scenarios for which adds/edits may be made. Establish approval or workflow required to make changes.
![Page 161: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/161.jpg)
Classification GovernanceClassification
Leveraging The Content Organizer Establishing automation through the use of
the Content Organizer is can be useful for Records Management, workflow fulfillment, publishing processes, etc.
![Page 162: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/162.jpg)
Classification GovernanceClassification
Leveraging The Content Organizer Establishing automation through the use of
the Content Organizer is can be useful for Records Management, workflow fulfillment, publishing processes, etc.Establish rules and roles for the usage of the Content Organizer.
![Page 163: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/163.jpg)
Classification GovernanceClassification
Leveraging The Content Organizer Establishing automation through the use of
the Content Organizer is can be useful for Records Management, workflow fulfillment, publishing processes, etc.Establish rules and roles for the usage of the Content Organizer. Define Content Organizer criteria for primary enterprise processes and any usage in conjunction with Workflow and/or Forms.
![Page 165: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/165.jpg)
Information Gathering
Foundational Information Guide Strategy Implementation
Planning
Recap
Foundational Activities
![Page 166: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/166.jpg)
Information Gathering
Foundational Information Guide Strategy Implementation
Planning
Recap
Content Design & Structure
Development
People/Roles Security Classificatio
n
Foundational Activities
Governance Areas
![Page 167: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/167.jpg)
BulletproofSharePoint Governance
The Optismo Model of SharePoint GovernanceNick Inglis, Founding Partner, Optismo
![Page 168: Bulletproof SharePoint Governance (#SP24 Session)](https://reader033.vdocument.in/reader033/viewer/2022061205/5480a35cb4af9fcd2d8b45a7/html5/thumbnails/168.jpg)
...the anchor will pick some of them up!
Questions?Post your questions in the chat...