The document provides an overview of key steps for successful SharePoint deployment and governance including creating a governance plan, getting executive sponsorship, defining clear policies and standards, and keeping implementations simple. It also discusses common reasons for SharePoint failures such as lack of governance, improper project management, and not adhering to best practices.

1. What the SharePoint Owners Manual Won’t Tell You… Avoiding Failed Deployments and Chaos Joel Oleson www.sharepointjoel.com Twitter.com/joeloleson [email_address]

2. 8+ Year SharePoint Veteran 5 Years in MS IT 2 Years in SharePoint Product Team SharePoint Evangelist Consultant and Trainer Global Speaker Has eaten snake, jellyfish and crickets Who is SharePoint Joel?

3. 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/Risk Management Adoption is What Counts Keep it Simple Stupid. 10 Steps To SharePoint Success

8. 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

9. Over the next 2 years (2010) less than 35% of sites with Windows SharePoint Services will put effective governance techniques in place. Gartner

10. 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

12. Clear Vision, Mission and Goals

13. Defaults have Faults

15. Exec Sponsor with Vision & Budget Get me SharePoint or You’re FIRED!

16. What is Deployment?

17. SharePoint is Plastic. What is your Creation?

18. Telling the SharePoint Story Choose your own adventure!

19. Cleverworkarounds.com

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

23. Sample SharePoint Team + Training SharePoint Infra Admins SharePoint Site Collection Administrator(s) Content Administrator SharePoint Developer(s) Business Intelligence Business Forms Search Content Management Collaboration Portal Platform Services

24. Free Spin – Who’s at Fault?

25. Operations and IT Failures

26. Developer Failures

27. Project Management Failures

28. Business Deployment Failures

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

33. Defining Policies Do I charge back for site hosting? What quota should I allow? Should I allow SharePoint Designer? What should I do with online web parts? Support for 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

34. Policies Support Services

36. Containment Hierarchy

37. Joel's Cheat Sheet for Hosting

38. SharePoint Governance Model Central Portal Structured Portals And WCM Collaboration

39. Commodity Hosting Examples Adhoc Structured Short term Long term SharePoint Service Offering

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

41. Ready for the Cloud? SharePoint Hosting

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

43. 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

45. Dev + IT Life Cycle & Staged Deployment Release Management Configuration Management Operations Monitoring, Security & Patch Management Communications & Service Management Code Propagation Testing & Deployment

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

51. K.I.S.S.

52. Do you really need that list def, site def, or wiz bang widget? Don’t start with LOB Integration and BDC and Excel Services requirements on your first go… Start easy and work up… Start with Collab, Search and Profiles, it’s an easy win. Watch for Scope Creep it is very easy in SharePoint. Keep It Simple Stupid.

53. 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.) NOT Key takeaways today...

54. Announcing… Quest Supported “Certified” Codeplex.com SharePoint Tools! SharePointForAll.com Community, betas, announcements, demos, requests, feedback SharePoint Multi-Farm Management Tool – Assessment, Upgrade Eval, Consistency, Config Tracking+++ Coming soon…

55. 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!

56. SharePoint Deployment Essentials & Governance Checklist

57. Enjoy the Party...

58. Questions?

59. Why Quest? World-Class Products & Experience Global Support Company Strength and Stability 18 million Mailboxes migrated to Exchange 4 million Notes & GroupWise users migrated to Exchange 100,000 Notes & QuickPlace DB’s being migrated to SharePoint 3300 employees in 70 offices in 29 countries 8 global support call centers Global partner program with 335 partners $631M in 2007 Nasdaq: QSFT June 2007 Site Administrator for SharePoint Best of TechEd Winner June 2006 Quest Archive Manager Best Exchange Product March 2008 Quest Unified Communications Solutions January 2007 Recovery Manager for Exchange Silver Exchange Server Backup and Recovery Industry Support

60. Quest Solutions for SharePoint Site Administrator for SharePoint Discover, understand and manage your SharePoint environment Migration Manager for SharePoint SharePoint 2003 to 2007 migration File Migrator for SharePoint File shares to SharePoint migration Recovery Manager for SharePoint Granular SharePoint recovery for enterprise-level needs Quest Web Parts Enable rapid development of SharePoint applications Public Folder Migrator for SharePoint Exchange Public Folders to SharePoint migration Notes Migrator for SharePoint Notes application content to SharePoint migration Quest SQL Server Solutions Maximize SQL Server performance while simplifying tasks and providing visibility and control

61. Quest Complete Solutions (Exchange, OCS) Active Directory Identity and Access Management Compliance Unified Communications SharePoint Desktop Management Migrate Ensure Availability Audit & Report Raise Efficiency Extend to UNIX/Linux Authenticate Authorize Administer Comply Assess Audit/Alert Remediate Migration Audit & Report Diagnostics Granular Recovery Archiving Discovery Administration Recovery Migration Application Development Configure Manage Secure

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