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Presentation - Peter Ward …

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
  • Microsoft SharePoint Conference 2009 06/09/11 © 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
  • 06/09/11 BPIO University Module 3: Selling EPM

Transcript

  • 1.
    • Presented By Peter Ward – June 8 th 2011
    SharePoint Governance - How to successfully implement collaboration change management. Blog: www.wardpeter.com Cell: 862 220 6080
  • 2. Before 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. Brief history of this presentation
  • 4.  
  • 5.  
  • 6.  
  • 7. SharePoint Governance How to successfully implement collaboration change management
  • 8. Disclaimer
    • Only talking about SharePoint
    • Not car insurance
  • 9. Agenda
    • 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
  • 10. Governance 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
  • 11. Dev. Env. Oct 31 st 2011 May 31 st 2012 May 31 st 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 3 rd party web parts Configure, custom 3 rd party web parts, and .Net Develop Awareness of SharePoint Where to start Road Map Production | Q & A Environment Jun 3 rd 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
  • 12. Business Methodology
    • 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
  • 13. Gap Analysis
  • 14. SWOT Analysis of SharePoint within the enterprise Strengths Some technology expertise Microsoft complimentary products MS enterprise licenses Reduction of 3 rd 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
  • 15. Dev. Env. Oct 31 st 2011 May 31 st 2012 May 31 st 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 3 rd party web parts Configure, custom 3 rd party web parts, and .Net Develop Awareness of SharePoint Road Map Production | Q & A Environment Jun 3 rd 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
  • 16. Dev. Env. Oct 31 st 2011 May 31 st 2012 May 31 st 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 3 rd party web parts Configure, custom 3 rd party web parts, and .Net Develop Awareness of SharePoint Road Map Production | Q & A Environment Jun 3 rd 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
  • 17. Implementing Governance (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)
  • 18. Dev. Env. Oct 31 st 2011 May 31 st 2012 May 31 st 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 3 rd party web parts Configure, custom 3 rd party web parts, and .Net Develop Awareness of SharePoint Road Map Production | Q & A Environment Jun 3 rd 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
  • 19. Containment Hierarchy
  • 20. Governance Committee Ex sponsor
  • 21. Who has a Governance Plan?
  • 22. How to implement? Governance documents
  • 23. How to implement? Governance documents
  • 24. Demo of documents
  • 25. Make it easy Instead of: https://sitecollection/NA/Sites/Governance/SharedDocs/ DNS: Http://Governance
  • 26. 3 rd party web parts Document Event Tracker Feature
  • 27. Each 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
  • 28. Governance Top Ten List
    • Have a Clear Vision
    • Key Roles and Responsibilities
    • Deployment Model
    • One Size Does Not Fit All
    • Policies
    • Guiding Principles
    • Launch a Roll-out (Adoption) Strategy
    • Content Management Plan
    • Training Plan
    • Governance Plan Document(s)
  • 29. Signs of it is all going wrong
  • 30. Business Deployment Failures
  • 31. Attention Test You will never see it coming
  • 32. What it takes for successful Governance
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  • 57. Future reading Microsoft SharePoint Server Governance & Best Practices group
  • 58. SharePoint gun for hire
  • 59. Summarize
    • 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
  • 60.
    • [email_address]
    • b-www.wardpeter.com
    • p- 862 220 6080
    Be part of the experience Questions?