sharepoint governance slide deck 1.16.2014
DESCRIPTION
This slide deck goes along with the SharePoint Governance Next Level Webinar from January 16, 2014.TRANSCRIPT
Overview of SharePoint GovernanceJohn Azzolina, MCT, MCSDManaging Consultant, Blue Chip Consulting Group
January 16, 2014
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Welcome
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• Who is New Horizons?• Presentation• Q & A
Agenda
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Who is New Horizons?
New Horizons is a proven, worldwide training provider with flexible learning solutions covering a broad spectrum of topics taught by industry-leading instructors.
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Facts to ConsiderLargest International Network • 2,100 Classrooms
• 2,400 Instructors in 56 Countries
• 3 Million Student Days of Training per Year
Flexible, Integrated Learning Methods • ILT – Instructor Led Training
• OLL – Online Live Virtual Delivery
• Private Group Training customized for your
organization
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Strong Vendor Partnerships
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Introduction
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Agenda
• What Is Governance?• Architecture of a Governance Plan
• Information Technology Governance• Information Management Governance• Application Management Governance
• Managing the Governance Plan
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• What is Governance?
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Governance Defined
Governance is the set of policies, roles, responsibilities, and processes that control how an organization's business divisions and IT teams work together to achieve its goals.
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Governance Segments
SharePoint Governance encompasses three key areas:• IT Governance• Information Management• Application Management
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Why “do” Governance?
The objective of an explicit governance plan for any system is to maximize the system’s value while reducing its risks and associates costs.
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Objectives of SharePoint Governance
Specific to SharePoint, there are three key objectives for governance:• Streamline the deployment of SharePoint.• Keep the system secure and compliant.• Ensure the best return on your investment
in technology.
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Governance is Organization Specific
Governance begins with the definition of principles and goals of a specific organization and should include:• The organization’s appetite for risk• The rationale for deploying SharePoint• The resources the organization is willing
to dedicate to SharePoint• The relationship of SharePoint to other
existing or planned systems
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Governance Prerequisites
• Basic understanding of SharePoint features and functionality
• Commitment from leadership• Commitment from the business• Commitment from IT• A leader with strong facilitation skills
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Best Practices for Getting Started
• Determine initial principles and goals• Classify your business information• Develop an education and support
strategy• Develop an ongoing plan
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• Architecture of a Governance Plan
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Anatomy of a Policy
• The Governance Plan is a document composed of policies that cover various aspects of the system
• Each policy contains:• Title• Purpose• Definition of the Policy• Policy Owner
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Information Technology Governance
What will you offer and how will you offer it in terms features, availability and support?• Who will govern and oversee the
service?• How will you communicate the policies?• How will you publicize and encourage
adoption of the service and prevent rogue services?
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Information Technology Policies
• Security, Infrastructure & Web Application Policies
• Data Protection & Disaster Recovery Policies
• Site Policies• Storage Quotas• Asset Classification• Update and Patch Process
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Service Level Agreement (SLA) Policies
• Approval process for new sites• Costs or Chargebacks for departments• Problem Resolution Policies• Downtime Expectations and Service
Windows• Multilingual Support• Storage Limits• Performance Targets
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Information Management Governance
Information Management Governance answers the following questions:• How do you maximize the usability and
manageability of your organization’s information?• Who has access to what information?• How are you making information accessible
internally and externally?• How much time do your users spend looking for
information?• What information presents the most risk to your
organization?
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Information Architecture
Defines how information is organized and presented to users.Governance defines how SharePoint Information Architecture tools will be used:• Managed Metadata• Search Keywords• Content Types• Retention Policies• Record Centers
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Information Management Policies
• Personally Identifiable Information• Metadata and Document Tagging• Document Versioning• Organization and Folder Structure
Guidelines• Navigation Guidelines• Search Strategy• Publishing Strategy
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Information Management Tradeoffs
Access
Control
Easily
Available
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Information Architecture Comparison
Effective
• Effective, intuitive folder structures
• Reasonable metadata requirements
• Simple and Clear Permissions Guidelines
Ineffective
• Library Structures that are difficult to navigate
• No metadata• 20 required metadata
fields• Highly variable
permissions levels
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Application Management Governance
Defines how you will manage the applications that are developed for the environment• Customization Policy• Life Cycle Management• Branding• Development Methodology (Solution vs
App)
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What is Customization
• Site and General Configuration• Branding• Custom Code
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Customization Policies
• What are the approved tools?• For End Users?• For Developers?
• Testing and Deployment Policies• Support Policies• Using the App Catalog and the
SharePoint Store
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Life-cycle Management Policies
• How many environments will be maintained?
• What is the purpose of each environment?
• Where will testing take place?• Who has access to each environment?• How and when will the environments be
synchronized?• How will source control be handled?
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Branding
• Who is responsible for the visual design?
• What is the process for changing the design?
• How consistent must sites be?• Which types of sites will branding
guidelines apply to?
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Development Methodology
• When to build a Solution• When to build an App• When to use sandbox vs. farm solutions• When to buy vs. build• How to monitor and manage custom
solutions
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• Managing the Governance Plan
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Managing Governance
• How are new policies written?• How are policies monitored?• How are policies changed?• Who enforces the policies?
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Next Steps
• Available Classes• Blue Chip Survey
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Q & A