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How to Effectively Govern your SharePoint Content, Deployments, and Developer Customizations

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Pragmatic guidance to SharePoint governance!

Pragmatic guidance to SharePoint governance!

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  • 1. How to Effectively Govern your SharePoint Content, Deployments, and Developer CustomizationsSharePoint deployments can be difficult to manage, especially if you have a lot of content. Chaos can reign, all the way from content findability, to environment consistency and stability, and how to best coordinate your team. The solution lies with implementing governance best practices and good, clearly defined leadership. Come learn how to control the chaos!
    Phil Wicklund
    SharePoint FREEWARE
    www.PhilWicklund.com
    SharePoint CONSULTING
    www.RBAconsulting.com
  • 2. About Me?
    About Me: Over 6 years of experience SharePoint Architecture Experience, trained SharePoint architecture and development classes for nationally renown SharePoint-focused training organization.
    Training & Certifications:
    • MCTIP: SharePoint 2010 Administration
    • 3. MCPD: SharePoint 2010 Development
    • 4. Microsoft’s SharePoint Masters Training (Redmond, WA)
    Other Notable Experience:
    • Published Author on SharePoint 2010 (SharePoint 2010 Workflows in Action)
    • 5. National Speaker at SharePoint Conferences (The Experts Conference-LA, SharePoint Technology Conference-San Fran, TechFuse-MN, SharePoint Saturdays)
    • 6. SharePoint Blog: www.philwicklund.com
  • Agenda
    • Common Pain Points (End Users/Admins, & Architects/Devs)
    Governance Strategies
    Managing “12 Hive” Customizations
    Code Promotion Techniques
    Instructor Led Demonstration
    New Visual Studio project
    Simulate common 12 Hive modifications, including demonstrating how to:
    Build a “Hello World” .NET web part
    Wrap that web part with a Feature
    Add custom actions into the UI
    Deploy these customizations with a SharePoint Solution Package
    Conclusion
    SharePoint FREEWARE
    www.PhilWicklund.com
    SharePoint CONSULTING
    www.RBAconsulting.com
  • 7. Common Pain Points
    Findability
    Maintaining an Information Architecture
    Viral Growth
    Retention
    Security & Risk Management
    Adoption
    Training/Support
    Capacity Monitoring
    Lack of Vision / Quagmire
    Version Control
    Overwriting Work
    Front End Consistency
    Team Member Consistency
    Too Few Environments 
    Stability/Promotability
    What Changed, Why, and When
    Administrators / Power End Users
    Architects / Developers
    SharePoint FREEWARE
    www.PhilWicklund.com
    SharePoint CONSULTING
    www.RBAconsulting.com
  • 8. Administrative Pain Points?
    Solution:
    GOVERNANCE
    SharePoint FREEWARE
    www.PhilWicklund.com
    SharePoint CONSULTING
    www.RBAconsulting.com
  • 9. Environment Governance Strategies
    WHAT areas need to be governed?
    Taxonomy / Information Architecture
    Physical Infrastructure & Platform Services
    HOW will we govern?
    How will we hold ourselves accountable?
    WHO will it be governed by?
    What Roles are in Play?
    What skills are needed?
    WHY are we doing this?
    End user adoption… (ROI)
    SharePoint FREEWARE
    www.PhilWicklund.com
    SharePoint CONSULTING
    www.RBAconsulting.com
  • 10. WHAT: Taxonomy & IA
    The BIG 3:
    Who are our users?
    What are they trying to do?
    How will they do it?
    Information Architecture – Where does this go?
    Document Compliance (security & retention)
    Search (Best bets, keywords, usage, relevancy)
    Standards, Templates, and Site Versioning
    New Site Request Management (Viral Growth)
    Support Tiers
    SharePoint FREEWARE
    www.PhilWicklund.com
    SharePoint CONSULTING
    www.RBAconsulting.com
  • 11. WHAT: Infrastructure
    Goal: Environment Governance Plan
    Stability
    Consistency
    Promotable
    “Too few Environments”
    Content Database Scaling & Monitoring
    “Technical Taxonomy”
    Server Load (CPU, Memory, Local Disk, etc.)
    Disaster Recovery
    Customizations
    Documentation
  • 12. HOW: Board(s) of Governors
    Communication & Accountability
    Adoption Starts Here!
    Product Vision Execution
  • 13. WHO: Roles & Responsibilities
    Board of Content Managers
    IT Governance Board
    Policy Governance Board
    • CIO
    • 23. Product Manager
    • 24. Enterprise Risk Management
    • 25. Business Stakeholders
    SharePoint FREEWARE
    www.PhilWicklund.com
    SharePoint CONSULTING
    www.RBAconsulting.com
  • 26. WHO: What Skills are Needed?
    SharePoint FREEWARE
    www.PhilWicklund.com
    SharePoint CONSULTING
    www.RBAconsulting.com
  • 27. WHO: What Skills are Needed?
    SharePoint FREEWARE
    www.PhilWicklund.com
    SharePoint CONSULTING
    www.RBAconsulting.com
  • 28. WHY:Phil’s PhantasticPhormulaPhor Success
    if (Leadership == true){ if (Governance == true)EndUserAdoption = true;}if (EndUserAdoption == true) ROI = true;if (ROI == true) SUCCESS = true; // !!!!
  • 29. Circling Back…
    Policy Governance?
    ITGovernance?
    Content Governance?
    Findability (I)
    Maintaining Taxonomy (I)
    Viral Growth (C)
    Retention (P/I)
    Security (I)
    Risk Management (P/I)
    Adoption (P/I/C)
    Training/Support (I/C)
    Capacity Monitoring (I)
    Lack of Vision (P)
    Quagmire (P)
    Pain – Point
    SharePoint FREEWARE
    www.PhilWicklund.com
    SharePoint CONSULTING
    www.RBAconsulting.com
  • 30. Developer Pain Points?
    Version Control
    Overwriting Work
    Front End Consistency
    Team Member Consistency
    Stability/ Promotability
    What Changed, Why,and When – Rollback?
    Solution:
    Project Diligence
    SharePoint Solution Packages
    Change Advisory Board
  • 31. Instructor Lead Demonstration
    Using Visual Studio to deploy
    SharePoint Customizations
    SharePoint FREEWARE
    www.PhilWicklund.com
    SharePoint CONSULTING
    www.RBAConsulting.com
  • 32. Conclusion…
    Phil’s PhivePhindings…
    Identify your vision, roadmap, and risks
    Identify appropriate roles & accountabilities
    Govern 1 & 2 accordingly
    Budget for Dev and Test environments
    Use Solution Packages for code deployments
    SharePoint FREEWARE
    www.PhilWicklund.com
    SharePoint CONSULTING
    www.RBAconsulting.com
  • 33. Questions & Comments
    Phil Wicklund
    SharePoint FREEWARE
    www.PhilWicklund.com
    SharePoint CONSULTING
    www.RBAConsulting.com