Ct user group governance

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Presentation - Peter Ward
SharePoint, governance

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  • Implementing Governance involves several key pieces:
    Developing Taxonomies
    Implementing a Governance document that details the goals, vision, mission and metrics of your governance plan
    How you plan to approach training the many different types of users
    What type of features will you use and offer to your users
    What your Information Architecture will look like
    A well developed policies and procedures document for each area in WSS, MOSS, customization and development
    How your operations team will deal with Configuration and Release Management
  • Ct user group governance

    1. 1. Presented By Peter Ward – June 8th 2011 SharePoint Governance - How to successfully implement collaboration change management. Blog: www.wardpeter.com Cell: 862 220 6080
    2. 2. Before We BeginBefore We Begin  Q&A – We will have time at the end of the presentation for questions  A copy of this presentation is on my blog
    3. 3. Brief history of this presentationBrief history of this presentation
    4. 4. SharePoint Governance How to successfully implement collaboration change management
    5. 5. DisclaimerDisclaimer Only talking about SharePoint Not car insurance
    6. 6. AgendaAgenda  Governance in general  Where to start  How to implement it  Signs of it is all going wrong  What it takes for a successful Governance plan to work  Questions and Answers
    7. 7. Governance in generalGovernance in general  Why do you need a Governance Plan?  Email  Back ups  Security  Benefits Components ◦ People ◦ Roles and responsibilities: Who does what (IT, Management, Customers)? Process: Training, content, release Policy: Collection of principles, Who are the site owners, designers, developers should / shouldn’t do Technology: OOB, configuration, custom
    8. 8. Production | Q & A Environment Jun 3rd 2011 Projects Adoption Organization Infrastructure Training: Essentials I Essentials II Intranet Migration Asset Library Project Man. Workbench My Sites Install News Gator Existing business units Market Data Asia PAC Phase II - Stabilize Dev. Env. Oct 31st 2011 May 31st 2012 May 31st 2013 Phase III – Go To Enterprise Phase IV –Business Engagement Training: Essentials I Essentials II SP Designer InfoPath BI Training: Essentials I Essentials II SP Designer InfoPath BI Health check Deploy News Gator Governance Plan Intranet –Workflows InfoPath forms Migrate all overseas instances to single SharePoint deployment Further engage business units to identify business impact of the SharePoint platform to their business operations. IT Deploy support and helpdesk plan Configure, custom and 3rd party web parts Configure, custom 3rd party web parts, and .Net Develop Awareness of SharePoint Where to startWhere to start Road Map
    9. 9. Actions • High-level business assessment Develop Awareness of SharePoint Step 1 Actions • Business impact analysis • Business case generation Quantify Business Impacts Step 2 Actions • Detailed current state analysis • Solution design Design Solution Step 3 Actions • Alignment of solutions with needs of business units • Solution implementation Align IT / Business Value & Implement Solution Step 4 Actions • Implementation of overarching IT SharePoint management governance program Build & Manage Unified Capability Step 5 Business MethodologyBusiness Methodology
    10. 10. Gap AnalysisGap Analysis
    11. 11. Strengths Some technology expertise Microsoft complimentary products MS enterprise licenses Reduction of 3rd party applications Opportunities Richer user experience of workday Easier environment to support Reduction on rouge business apps Weaknesses Office versions not 2010 Supporting live environment No training material Threats Scalability and planning Internal Support Fully defined Governance plan User adoption Business engagement issues SWOT Analysis of SharePoint within theSWOT Analysis of SharePoint within the enterpriseenterprise
    12. 12. Production | Q & A Environment Jun 3rd 2011 Projects Adoption Organization Infrastructure Training: Essentials I Essentials II Intranet Migration Asset Library Project Man. Workbench My Sites Install News Gator Existing business units Market Data Asia PAC Phase II - Stabilize Dev. Env. Oct 31st 2011 May 31st 2012 May 31st 2013 Phase III – Go To Enterprise Phase IV –Business Engagement Training: Essentials I Essentials II SP Designer InfoPath BI Training: Essentials I Essentials II SP Designer InfoPath BI Health check Deploy News Gator Governance Plan Intranet –Workflows InfoPath forms Migrate all overseas instances to single SharePoint deployment Further engage business units to identify business impact of the SharePoint platform to their business operations. IT Deploy support and helpdesk plan Configure, custom and 3rd party web parts Configure, custom 3rd party web parts, and .Net Develop Awareness of SharePoint Road MapRoad Map
    13. 13. Production | Q & A Environment Jun 3rd 2011 Projects Adoption Organization Infrastructure Training: Essentials I Essentials II Intranet Migration Asset Library Project Man. Workbench My Sites Install News Gator Existing business units Market Data Asia PAC Phase II - Stabilize Dev. Env. Oct 31st 2011 May 31st 2012 May 31st 2013 Phase III – Go To Enterprise Phase IV –Business Engagement Training: Essentials I Essentials II SP Designer InfoPath BI Training: Essentials I Essentials II SP Designer InfoPath BI Health check Deploy News Gator Governance Plan Intranet –Workflows InfoPath forms Migrate all overseas instances to single SharePoint deployment Further engage business units to identify business impact of the SharePoint platform to their business operations. IT Deploy support and helpdesk plan Configure, custom and 3rd party web parts Configure, custom 3rd party web parts, and .Net Develop Awareness of SharePoint Road MapRoad Map
    14. 14. Implementing GovernanceImplementing Governance (MUST DOs)(MUST DOs) Taxonomy Governance Plan: Clear Goals, Vision, Mission and Metrics Training (Culture and Adoption) Service Definition & Service Model (KISS) Information Architecture Policies and Procedures (WSS, MOSS, Customization, Development)
    15. 15. Production | Q & A Environment Jun 3rd 2011 Projects Adoption Organization Infrastructure Training: Essentials I Essentials II Intranet Migration Asset Library Project Man. Workbench My Sites Install News Gator Existing business units Market Data Asia PAC Phase II - Stabilize Dev. Env. Oct 31st 2011 May 31st 2012 May 31st 2013 Phase III – Go To Enterprise Phase IV –Business Engagement Training: Essentials I Essentials II SP Designer InfoPath BI Training: Essentials I Essentials II SP Designer InfoPath BI Health check Deploy News Gator Governance Plan Intranet –Workflows InfoPath forms Migrate all overseas instances to single SharePoint deployment Further engage business units to identify business impact of the SharePoint platform to their business operations. IT Deploy support and helpdesk plan Configure, custom and 3rd party web parts Configure, custom 3rd party web parts, and .Net Develop Awareness of SharePoint Road MapRoad Map
    16. 16. Containment HierarchyContainment Hierarchy
    17. 17. Governance CommitteeGovernance Committee Ex sponsor
    18. 18. Who has a Governance Plan?Who has a Governance Plan?
    19. 19. How to implement?How to implement? Governance documentsGovernance documents
    20. 20. How to implement?How to implement? Governance documentsGovernance documents
    21. 21. Demo of documentsDemo of documents
    22. 22. Make it easyMake it easy Instead of: https://sitecollection/NA/Sites/Governance/SharedDocs/ DNS: Http://Governance
    23. 23. 33rdrd party web partsparty web parts Document Event Tracker Feature
    24. 24. Each document should stateEach document should state Relating document(s) Target reader What’s in it for the reader Owner of the policy Policies and procedures of subject Similar structure for each document
    25. 25. Governance Top Ten ListGovernance Top Ten List 1. Have a Clear Vision 2. Key Roles and Responsibilities 3. Deployment Model 4. One Size Does Not Fit All 5. Policies 6. Guiding Principles 7. Launch a Roll-out (Adoption) Strategy 8. Content Management Plan 9. Training Plan 10. Governance Plan Document(s)
    26. 26. Signs of it is all going wrongSigns of it is all going wrong
    27. 27. Business Deployment FailuresBusiness Deployment Failures
    28. 28. Attention TestAttention Test You will never see it comingYou will never see it coming
    29. 29. What it takes for successfulWhat it takes for successful GovernanceGovernance
    30. 30. Future readingFuture reading Microsoft SharePoint Server Governance & Best Practices group
    31. 31. SharePoint gun for hireSharePoint gun for hire
    32. 32. SummarizeSummarize  Governance in general  Where to start  How to implement it  Signs of it is all going wrong  What it takes for a successful Governance plan to work
    33. 33. Microsoft confidential internal use only e-peterward@wardpeter.com b-www.wardpeter.com p- 862 220 6080 Be part of the experienceBe part of the experience Questions?

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