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SharePoint’s Deadly Sins:
 Hidden SharePoint governance
        success factors
  Treat Governance as a One Time
Event: The 1st Deadly SharePoint Sin



               Presented by
         Chris Riley & Tim Cermak
Presentation Objectives
 Your SharePoint governance can be more than just a document

 In addition, you’ll learn how to avoid temptation:
   Importance of SharePoint governance plan in addition to general IT governance
   Balance of collaboration capabilities and their benefits vs. organizational requirements
   Ensuring the plan evolves with the business
   Who creates the plan? Who owns the plan? Who enforces the plan?
   Defined roles and responsibilities
   Making governance part of the training process
   Enforcement vs. empowerment approach




                                                                      @HoardingInfo @timcermak #SPExecs
Meet Chris
              Product Manager

              Focused on …
                SharePoint ECM and Governance
                Virtualization and the Cloud

              Connect with Chris
                Chris@CloudShare.com
                @HoardingInfo




                                                 @HoardingInfo @timcermak #SPExecs
Meet Tim
            Managing Partner PPM, Innovative-e

            Project Management Professional and Microsoft Project V-TSP

            Specialize in Project, Program, Portfolio Management (PPM)
             Practice and Technology Solutions

            Connect with Tim
              Tim.cermak@innovative-e.com
              @timcermak




                                                  @HoardingInfo @timcermak #SPExecs
About Innovative-e
 Focused on maximizing SharePoint and Microsoft Project technologies to help
  clients deliver business value and organizational success through
   Consulting
   Mentoring
   Custom Solutions Development
   Training
   Support

 Recognized thought leaders in the SharePoint and
  Project Management communities
   For more info: http://innovative-e.com




                                                           @HoardingInfo @timcermak #SPExecs
Share Roundtables




                    http://www.shareconference.com/us



                                  @HoardingInfo @timcermak #SPExecs
The 5 Deadly Sins
 Failing to educate and engage executives

 IT leadership abdicating responsibility for information architecture and road
  mapping

 Treating governance as a one-time event

 Treating user adoption & training as an after thought

 Underestimating human resource implications




                                                              @HoardingInfo @timcermak #SPExecs
7 Governance Temptations
1. Importance of SharePoint governance plan in addition to general IT governance

2. Balance of collaboration capabilities and their benefits vs. organizational
   requirements

3. Ensuring the plan evolves with the business

4. Who creates the plan? Who owns the plan? Who enforces the plan?

5. Defined roles and responsibilities

6. Making governance part of the training process

7. Enforcement vs. empowerment


                                                                @HoardingInfo @timcermak #SPExecs
Importance of SharePoint governance
1   plan in addition to general IT governance
     Vital to the success of projects within most organizations

     Proactive governance

     Reactive/Retroactive governance




                                                                   @HoardingInfo @timcermak #SPExecs
Balance of collaboration capabilities and
2   their benefits vs. organizational requirements
      Constitution was US governance

      You can’t download a version of the constitution and edit to your desire

      It’s not a document, it is a living documentation of the way things should
       be done




                                                             @HoardingInfo @timcermak #SPExecs
3   Ensuring the plan evolves with the business
      Balance and Leverage

      Organic results

      Measurable and Traceable




                                   @HoardingInfo @timcermak #SPExecs
Who creates the plan? Who owns the
4   plan? Who enforces the plan?
     Change

     Cultural adoption

     Living document

     Engage users from day one




                                  @HoardingInfo @timcermak #SPExecs
5   Defined Roles and Responsibilities
     Who owns Governance?

     Infrastructure R&R and Business Group R&R

     A shell, not an instruction




                                                  @HoardingInfo @timcermak #SPExecs
6
Making governance part of the training process
     Training

     Communication channels (deliver/feedback)

     Just because you can, does not mean you should: Note Board, Profile
      services, Keywords, self-service site creation




                                                          @HoardingInfo @timcermak #SPExecs
7   Enforcement vs. Empowerment Approach
     Cultural approach for success

     External factors (market, compliance, etc.)

     Strategic alignment

     Sandbox your SharePoint projects, keep environments intact

     Ongoing
       Scale, adopt realize
       Integrated and supported
       Funded: Tied to Bottom-line


                                                         @HoardingInfo @timcermak #SPExecs
Additional Strategies
 Effective Configuration Management

 Change Management

 Communication and Collaboration




                                       @HoardingInfo @timcermak #SPExecs
Resources
 A Practical Framework for SharePoint Metrics

 5 Reasons Why Executive SharePoint Ignorance is Not Bliss

 Three Tips for Securing Executive Buy-In When Implementing SharePoint

 How to Prioritize Business Needs When Implementing SharePoint




                                                         @HoardingInfo @timcermak #SPExecs
Innovative-e Special Offers
 Get 25% off when you register with the code “EXEC2012” by March 14, 2012
  for our 90 minute, online session:
  “Executive Briefing: Empowering Your Organization with SharePoint”

 Contact us to get 15% off our empowerment programs around:
  Executive Briefing
  Eduneering
  SharePoint EASY




                                                    @HoardingInfo @timcermak #SPExecs
Don’t Miss These Webcasts
 5 Risky SharePoint Temptations for IT Leaders, Mar 29, 2012 at 2 pm EST

 5 Risky SharePoint Training Temptations, Apr 27, 2012 at 2 pm EST

 5 Risky SharePoint Human Resource Temptations, May 23, 2012 at 2 pm EST

 Executives Beware: 5 Risky SharePoint Temptations for Executives, Jun 21, 2012 at
  2 p.m. EST

 5 Steps to Effectively Build a Governance Business Case for Microsoft
  SharePoint, Thursday, March 15, 2012 from 1:00 PM to 2:00 PM (ET)

 Microsoft Project Conference (March 19-22): www.msprojectconference.com



                                                              @HoardingInfo @timcermak #SPExecs
Questions?




    Chris@CloudShare.com   Tim.cermak@innovative-e.com
        @HoardingInfo              @timcermak




                                             @HoardingInfo @timcermak #SPExecs
Thank You
for Attending




http://innovative-e.com

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Share point governance slide deck chris riley and tim cermak phf 2

  • 1. SharePoint’s Deadly Sins: Hidden SharePoint governance success factors Treat Governance as a One Time Event: The 1st Deadly SharePoint Sin Presented by Chris Riley & Tim Cermak
  • 2. Presentation Objectives  Your SharePoint governance can be more than just a document  In addition, you’ll learn how to avoid temptation:  Importance of SharePoint governance plan in addition to general IT governance  Balance of collaboration capabilities and their benefits vs. organizational requirements  Ensuring the plan evolves with the business  Who creates the plan? Who owns the plan? Who enforces the plan?  Defined roles and responsibilities  Making governance part of the training process  Enforcement vs. empowerment approach @HoardingInfo @timcermak #SPExecs
  • 3. Meet Chris  Product Manager  Focused on …  SharePoint ECM and Governance  Virtualization and the Cloud  Connect with Chris  Chris@CloudShare.com  @HoardingInfo @HoardingInfo @timcermak #SPExecs
  • 4. Meet Tim  Managing Partner PPM, Innovative-e  Project Management Professional and Microsoft Project V-TSP  Specialize in Project, Program, Portfolio Management (PPM) Practice and Technology Solutions  Connect with Tim  Tim.cermak@innovative-e.com  @timcermak @HoardingInfo @timcermak #SPExecs
  • 5. About Innovative-e  Focused on maximizing SharePoint and Microsoft Project technologies to help clients deliver business value and organizational success through  Consulting  Mentoring  Custom Solutions Development  Training  Support  Recognized thought leaders in the SharePoint and Project Management communities  For more info: http://innovative-e.com @HoardingInfo @timcermak #SPExecs
  • 6. Share Roundtables http://www.shareconference.com/us @HoardingInfo @timcermak #SPExecs
  • 7. The 5 Deadly Sins  Failing to educate and engage executives  IT leadership abdicating responsibility for information architecture and road mapping  Treating governance as a one-time event  Treating user adoption & training as an after thought  Underestimating human resource implications @HoardingInfo @timcermak #SPExecs
  • 8. 7 Governance Temptations 1. Importance of SharePoint governance plan in addition to general IT governance 2. Balance of collaboration capabilities and their benefits vs. organizational requirements 3. Ensuring the plan evolves with the business 4. Who creates the plan? Who owns the plan? Who enforces the plan? 5. Defined roles and responsibilities 6. Making governance part of the training process 7. Enforcement vs. empowerment @HoardingInfo @timcermak #SPExecs
  • 9. Importance of SharePoint governance 1 plan in addition to general IT governance  Vital to the success of projects within most organizations  Proactive governance  Reactive/Retroactive governance @HoardingInfo @timcermak #SPExecs
  • 10. Balance of collaboration capabilities and 2 their benefits vs. organizational requirements  Constitution was US governance  You can’t download a version of the constitution and edit to your desire  It’s not a document, it is a living documentation of the way things should be done @HoardingInfo @timcermak #SPExecs
  • 11. 3 Ensuring the plan evolves with the business  Balance and Leverage  Organic results  Measurable and Traceable @HoardingInfo @timcermak #SPExecs
  • 12. Who creates the plan? Who owns the 4 plan? Who enforces the plan?  Change  Cultural adoption  Living document  Engage users from day one @HoardingInfo @timcermak #SPExecs
  • 13. 5 Defined Roles and Responsibilities  Who owns Governance?  Infrastructure R&R and Business Group R&R  A shell, not an instruction @HoardingInfo @timcermak #SPExecs
  • 14. 6 Making governance part of the training process  Training  Communication channels (deliver/feedback)  Just because you can, does not mean you should: Note Board, Profile services, Keywords, self-service site creation @HoardingInfo @timcermak #SPExecs
  • 15. 7 Enforcement vs. Empowerment Approach  Cultural approach for success  External factors (market, compliance, etc.)  Strategic alignment  Sandbox your SharePoint projects, keep environments intact  Ongoing  Scale, adopt realize  Integrated and supported  Funded: Tied to Bottom-line @HoardingInfo @timcermak #SPExecs
  • 16. Additional Strategies  Effective Configuration Management  Change Management  Communication and Collaboration @HoardingInfo @timcermak #SPExecs
  • 17. Resources  A Practical Framework for SharePoint Metrics  5 Reasons Why Executive SharePoint Ignorance is Not Bliss  Three Tips for Securing Executive Buy-In When Implementing SharePoint  How to Prioritize Business Needs When Implementing SharePoint @HoardingInfo @timcermak #SPExecs
  • 18. Innovative-e Special Offers  Get 25% off when you register with the code “EXEC2012” by March 14, 2012 for our 90 minute, online session: “Executive Briefing: Empowering Your Organization with SharePoint”  Contact us to get 15% off our empowerment programs around:  Executive Briefing  Eduneering  SharePoint EASY @HoardingInfo @timcermak #SPExecs
  • 19. Don’t Miss These Webcasts  5 Risky SharePoint Temptations for IT Leaders, Mar 29, 2012 at 2 pm EST  5 Risky SharePoint Training Temptations, Apr 27, 2012 at 2 pm EST  5 Risky SharePoint Human Resource Temptations, May 23, 2012 at 2 pm EST  Executives Beware: 5 Risky SharePoint Temptations for Executives, Jun 21, 2012 at 2 p.m. EST  5 Steps to Effectively Build a Governance Business Case for Microsoft SharePoint, Thursday, March 15, 2012 from 1:00 PM to 2:00 PM (ET)  Microsoft Project Conference (March 19-22): www.msprojectconference.com @HoardingInfo @timcermak #SPExecs
  • 20. Questions? Chris@CloudShare.com Tim.cermak@innovative-e.com @HoardingInfo @timcermak @HoardingInfo @timcermak #SPExecs