SharePoint Governance: From Chaos to Success in Ten Steps Joel Oleson – Sr. Consultant, Evangelist, Blogger Sr. Product Manager Quest Software www.sharepointjoel.com www.twitter.com/joeloleson

Who is this guy?

Confront Reality Create a Governance Plan Get an Exec Sponsor Create the Dream Team Build Services not Stuff Define Clear Policies and Standards Invest in Scalable Information Architecture Don’t forget Change Management Adoption is What Counts Keep it Simple Stupid. 10 Steps To Ensure Success

Confront Reality

Create a Governance Plan

Get an Exec Sponsor

Create the Dream Team

Build Services not Stuff

Define Clear Policies and Standards

Invest in Scalable Information Architecture

Don’t forget Change Management

Adoption is What Counts

Keep it Simple Stupid.

Through 2010, less than 35% of sites turning on Windows SharePoint Services will put effective governance techniques in place. Gartner

Through 2010, less than 35% of sites turning on Windows SharePoint Services will put effective governance techniques in place.

Governance uses people, process, technology, and policies to define a service, resolve ambiguity, and mitigate conflict within an organization SharePoint Governance Source: The Burton Group

Governance uses people, process, technology, and policies to define a service, resolve ambiguity, and mitigate conflict within an organization

SharePoint Governance Plan People Roles and responsibilities Process How to accomplish common tasks such as creating a new site or requesting new business requirements Technology Leveraging features and tools to enforce policies through technology Policy Collection of principles - What site owners, designers, developers should/shouldn’t do

People

Roles and responsibilities

Process

How to accomplish common tasks such as creating a new site or requesting new business requirements

Technology

Leveraging features and tools to enforce policies through technology

Policy

Collection of principles - What site owners, designers, developers should/shouldn’t do

Clear Vision, Mission and Goals

Exec Sponsor with $$$$$$ Get me SharePoint or You’re FIRED!

Data Governance Roles And Responsibilities September 2007 “Data Governance: What Works And What Doesn’t”

SharePoint is Plastic. What is your Creation?

Cleverworkarounds.com

Two Types of Service Models Out of the box (Standard) Custom (Dedicated)

Containment Hierarchy

Joel's Cheat Sheet for Hosting

Commodity Hosting Examples Adhoc Structured Short term Long term Collaboration Service Offering

SharePoint Shared Services Platform Well Managed, High Availability, DR Team Sites My Sites Corporate Portal App 1 App 2

SharePoint Governance Model Permanent Central Portal Enterprise Search Enterprise Browse Corporate Business Taxonomy With Divisional Stakeholders Per User Ad Hoc Self Service w/ Life Cycle Management Permanent Division Portals Business Process Division News, Scorecards Group Reporting Semi Structured Group, Team, Project Sites and Workspaces Blogs, bios, Social Central Portal

Multi Deployment/Global Model Incremental Indexing over the WAN (Federated Search)

SharePoint Operational Roles Infrastructure Support SharePoint Site Collection Administrator Content Administrator SharePoint Developer(s) Business Intelligence Business Forms Search Content Management Collaboration Portal Platform Services

Defining Policies Should I allow SharePoint Designer? What should I do with online web parts? Dev & Third party solutions? Solution Deployments!!! (.wsp) Adhoc Structured Self Service Smaller Quota Quicker Expiration OOB IT Provisioned Larger Quota Permanent Supported Dev env. $$$ Charge Back

Should I allow SharePoint Designer?

What should I do with online web parts?

Dev & Third party solutions?

Solution Deployments!!! (.wsp)

Portal Information Arch example Build initial site architecture and delegate Site Contributors = Board of Directors Site Designers = SharePoint Designers Site Managers = SharePoint Administrators Site Visitors = Everyone Site Contributors = Everyone Site Designers = SharePoint Designers Site Managers = SharePoint Administrators Site Visitors = Production Team Site Contributors = Research and Development Team Site Designers = SharePoint Designers Site Managers = SharePoint Administrators Site Visitors = Registered Customers Site Contributors = Customer Support Team Site Designers = SharePoint Designers Site Managers = SharePoint Administrators Source: The Burton Group Home Payroll Support T & E R & D Training Executive Sales Finance Production IT Customer Support BOD

Build initial site architecture and delegate

Process Models for Dev Life Cycle Release Management Configuration Management Operations Monitoring, Security & Patch Management Communications & Service Management Code Propagation Testing & Deployment

Release Management

Configuration Management

Operations Monitoring, Security & Patch Management

Communications & Service Management

Code Propagation Testing & Deployment

Microsoft Operations Framework 4.0 http://go.microsoft.com/fwlink/?LinkId=116390

K.I.S.S.

Do you really need that list def, site def, or wiz bang widget? Don’t start with BDC and Excel Services requirements if you’re trying to deploy a simple portal or search solution… Start with Search, it’s an easy win. Watch for Scope Creep it is very easy in SharePoint. Keep It Simple Stupid.

Do you really need that list def, site def, or wiz bang widget?

Don’t start with BDC and Excel Services requirements if you’re trying to deploy a simple portal or search solution…

Start with Search, it’s an easy win.

Watch for Scope Creep it is very easy in SharePoint.

Cutting corners – “My Devs are My Admins” The SharePoint project is no longer SharePoint (it’s so custom) “ Production is test and dev, and where I introduce my service packs” SharePoint is a simple install... (c’mon it’s a Microsoft app... No one will even notice it.) “ Let’s just get it out there, then we’ll figure out this “governance” and “operations” stuff...” Key takeaways today...

Cutting corners – “My Devs are My Admins”

The SharePoint project is no longer SharePoint (it’s so custom)

“ Production is test and dev, and where I introduce my service packs”

SharePoint is a simple install... (c’mon it’s a Microsoft app... No one will even notice it.)

“ Let’s just get it out there, then we’ll figure out this “governance” and “operations” stuff...”

Resources and Plugs Joel’s Blog – http://www.sharepointjoel.com SharePoint Governance Resources http://technet.microsoft.com/en-nz/office/sharepointserver/default(en-us).aspx CodePlex Governance Tools http://www.codeplex.com/governance Join a SharePoint User Group

Joel’s Blog – http://www.sharepointjoel.com

SharePoint Governance Resources

http://technet.microsoft.com/en-nz/office/sharepointserver/default(en-us).aspx

CodePlex Governance Tools

http://www.codeplex.com/governance

Join a SharePoint User Group

SharePoint Deployment Essentials & Governance Checklist

Quest SharePoint Site Administrator 3.5 With Security Explorer New Auditing Capabilities More at http://www.quest.com/sharepoint

Enjoy the Saturday Party...

Questions?

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