Governance for SharePoint intranets


    James Robertson, Step Two Designs

        Email: jamesr@steptwo.com.au
              Twitter: s2d_jamesr
Best practices for D S N
                                                     Step Two E IG S
                                        SharePoint intranets
                                        Shares 25 key practices for designing,
                                        delivering and management successful
                                        SharePoint intranets.

                                        Obtain from:
                                        www.steptwo.com.au




Step Two Designs (www.steptwo.com.au)                                  October 2012
SharePoint’s organic growth
Step Two D S N
                                                                 E IG S




                                        THE INTRANET




Step Two Designs (www.steptwo.com.au)                           October 2012
Step Two D S N
                                                                           E IG S




                                        THE INTRANET
                                        (it’s a bit of a mess)




Step Two Designs (www.steptwo.com.au)                                     October 2012
Step Two D S N
                                                    E IG S


                                        TEAM SITE




Step Two Designs (www.steptwo.com.au)               October 2012
Step Two D S N
                                                     E IG S


                                        TEAM SITE
                                        (deployed by IT
                                           as a pilot)




Step Two Designs (www.steptwo.com.au)                     October 2012
Step Two D S N
                                                  E IG S

                                        STILL A PILOT




Step Two Designs (www.steptwo.com.au)                   October 2012
Step Two D S N
                                                  E IG S




Step Two Designs (www.steptwo.com.au)            October 2012
Step Two D S N
                                                  E IG S




     ROBERTSON’S
     RULE OF THUMB:

     Collaboration spaces
     stop spreading when
     there are five spaces
     for every person

Step Two Designs (www.steptwo.com.au)            October 2012
Step Two D S N
                                                               E IG S




                                        “Houston … we have a problem”

Step Two Designs (www.steptwo.com.au)                           October 2012
Bringing order to chaos
Two worlds                                 Step Two D S N
                                                               E IG S
         of governance



                                        SHAREPOINT
                                        GOVERNANCE




Step Two Designs (www.steptwo.com.au)                         October 2012
Technical governance                                        Step Two D S N
                                                                               E IG S
         How requirements are gathered and
         validated
         Determining scope and functionality
         Software development practices
         Deployment from testing to production
         Processes for updates and bug fixes
         Release management
         Access rights and privileges
         Server farm configuration and
         management
         Use of tools such as SharePoint
         Designer
         Backups and disaster recovery
         Compliance with regulations

                                                 www.microsoft.com
Step Two Designs (www.steptwo.com.au)                                         October 2012
Business governance S N
                                                        Step Two D IG S
                                                                  E
                                              Overall ownership and management
                                              Processes for involving stakeholders
                                              Strategy and planning decisions
                                              Role of the intranet in the organisation
                                              Information and document
                                              management policies
                                              Publishing and review processes
                                              Design and content standards
                                              Overall information architecture
                                              Page templates
                                              Intranet features and functionality
                                              Business benefits and ROI
  Diagram courtesy of Coca-Cola Enterprises
                                              Decision-making processes




Step Two Designs (www.steptwo.com.au)                                            October 2012
Two worlds                            Clear purposeESIG S
                                                       Step Two D N
         of governance                             for sites


                                        SHAREPOINT
                                        GOVERNANCE




Step Two Designs (www.steptwo.com.au)                        October 2012
Step Two D S N
                                                  E IG S


              {CASE STUDY }
              Stockland’s new social
              intranet (SharePoint
              &NewsGator)

Step Two Designs (www.steptwo.com.au)            October 2012
Step Two D S N
                                                              E IG S




                                        Stockland
Step Two Designs (www.steptwo.com.au)                        October 2012
Step Two D S N
                                                              E IG S




                                        Stockland
Step Two Designs (www.steptwo.com.au)                        October 2012
Step Two D S N
                                                              E IG S




                                        Stockland
Step Two Designs (www.steptwo.com.au)                        October 2012
Step Two D S N
                                                              E IG S




                                        Stockland
Step Two Designs (www.steptwo.com.au)                        October 2012
Step Two D S N
                                                  E IG S




                                             Stockland
Step Two Designs (www.steptwo.com.au)                    October 2012
PUBLISHING                      COMMUNICATING         INTRANET
                                                          Step Two D S N
                                                                    E IG S




                                                    Shop window




                                                    Back office




                 TEAM                       GROUP       COLLABORATION
Step Two Designs (www.steptwo.com.au)                              October 2012
Two worlds                            Clear purposeESIG S
                                                       Step Two D N
         of governance                             for sites


                                        SHAREPOINT
                                        GOVERNANCE



                                               Site creation
                                                processes
Step Two Designs (www.steptwo.com.au)                          October 2012
Step Two D S N
                                                  E IG S


              {CASE STUDY }
              Site creation wizards at
              Coca-Cola and
              Standard Chartered

Step Two Designs (www.steptwo.com.au)            October 2012
Step Two D S N
                                                  E IG S




                                           Coca-Cola Enterprises
Step Two Designs (www.steptwo.com.au)                              October 2012
Step Two D S N
                                                  E IG S




                                                        Coca-Cola Enterprises
Step Two Designs (www.steptwo.com.au)            October 2012
Step Two D S N
                                                  E IG S




                                                      Standard Chartered
Step Two Designs (www.steptwo.com.au)            October 2012
Step Two D S N
                                                  E IG S




                                                      Standard Chartered
Step Two Designs (www.steptwo.com.au)            October 2012
Step Two D S N
                                                  E IG S




                                              Standard Chartered
Step Two Designs (www.steptwo.com.au)                              October 2012
Step Two D S N
                                                  E IG S




                                                      Standard Chartered
Step Two Designs (www.steptwo.com.au)            October 2012
Two worlds                            Clear purposeESIG S
                                                       Step Two D N
         of governance                             for sites


                                        SHAREPOINT
                                        GOVERNANCE



                  Training                     Site creation
                and support                     processes
Step Two Designs (www.steptwo.com.au)                          October 2012
Step Two D S N
                                                                E IG S


              {CASE STUDY }
              “Team sites in a box” at
              Transfield (Australia)
              Further details:
              www.steptwo.com.au/products/teamsites


Step Two Designs (www.steptwo.com.au)                          October 2012
Step Two D S N
                                                  E IG S




Step Two Designs (www.steptwo.com.au)            October 2012
Step Two D S N
                                                  E IG S




                     { anticipate  educate
   establish  enhance  extract }


Step Two Designs (www.steptwo.com.au)            October 2012
Step Two D S N
                                                  E IG S




                                               Transfield Services
Step Two Designs (www.steptwo.com.au)                                October 2012
Step Two D S N
                                                  E IG S




                                                  Transfield Services
Step Two Designs (www.steptwo.com.au)            October 2012
Step Two D S N
                                                  E IG S




                                               Transfield Services
Step Two Designs (www.steptwo.com.au)                                October 2012
Step Two D S N
                                                  E IG S


              {CASE STUDY }
              Launch video at
              Rijkswaterstaat


Step Two Designs (www.steptwo.com.au)            October 2012
Step Two D S N
                                                  E IG S




                                        Rijkswaterstaat
Step Two Designs (www.steptwo.com.au)             October 2012
Step Two D S N
                                                           E IG S

                                        Now is the time
                                        to establish
                                        governance to
                                        ensure
                                        sustainability
                                        and success

Step Two Designs (www.steptwo.com.au)                     October 2012
Have you solved the D S NS
                                                     Step Two E IG
                                        SharePoint governance
                                        problem?

                                        The 2013 Intranet Innovation
                                        Awards are open for entries
                                        in April 2013:

                                        www.steptwo.com.au/iia

                                        It’s free to enter, and your
                                        chance to win a lovely glass
                                        trophy!

Step Two Designs (www.steptwo.com.au)                          October 2012
James Robertson, Step Two Designs DESIG S
                                Step Two   N

        Email: jamesr@steptwo.com.au
        Twitter: s2d_jamesr
        Website: www.steptwo.com.au
        Blog:
         www.steptwo.com.au/columntwo
        Articles:
         www.steptwo.com.au/subscribe




Step Two Designs (www.steptwo.com.au)   October 2012

Governance for SharePoint intranets

  • 1.
    Governance for SharePointintranets James Robertson, Step Two Designs Email: jamesr@steptwo.com.au Twitter: s2d_jamesr
  • 2.
    Best practices forD S N Step Two E IG S SharePoint intranets Shares 25 key practices for designing, delivering and management successful SharePoint intranets. Obtain from: www.steptwo.com.au Step Two Designs (www.steptwo.com.au) October 2012
  • 3.
  • 4.
    Step Two DS N E IG S THE INTRANET Step Two Designs (www.steptwo.com.au) October 2012
  • 5.
    Step Two DS N E IG S THE INTRANET (it’s a bit of a mess) Step Two Designs (www.steptwo.com.au) October 2012
  • 6.
    Step Two DS N E IG S TEAM SITE Step Two Designs (www.steptwo.com.au) October 2012
  • 7.
    Step Two DS N E IG S TEAM SITE (deployed by IT as a pilot) Step Two Designs (www.steptwo.com.au) October 2012
  • 8.
    Step Two DS N E IG S STILL A PILOT Step Two Designs (www.steptwo.com.au) October 2012
  • 9.
    Step Two DS N E IG S Step Two Designs (www.steptwo.com.au) October 2012
  • 10.
    Step Two DS N E IG S ROBERTSON’S RULE OF THUMB: Collaboration spaces stop spreading when there are five spaces for every person Step Two Designs (www.steptwo.com.au) October 2012
  • 11.
    Step Two DS N E IG S “Houston … we have a problem” Step Two Designs (www.steptwo.com.au) October 2012
  • 12.
  • 13.
    Two worlds Step Two D S N E IG S of governance SHAREPOINT GOVERNANCE Step Two Designs (www.steptwo.com.au) October 2012
  • 14.
    Technical governance Step Two D S N E IG S How requirements are gathered and validated Determining scope and functionality Software development practices Deployment from testing to production Processes for updates and bug fixes Release management Access rights and privileges Server farm configuration and management Use of tools such as SharePoint Designer Backups and disaster recovery Compliance with regulations www.microsoft.com Step Two Designs (www.steptwo.com.au) October 2012
  • 15.
    Business governance SN Step Two D IG S E Overall ownership and management Processes for involving stakeholders Strategy and planning decisions Role of the intranet in the organisation Information and document management policies Publishing and review processes Design and content standards Overall information architecture Page templates Intranet features and functionality Business benefits and ROI Diagram courtesy of Coca-Cola Enterprises Decision-making processes Step Two Designs (www.steptwo.com.au) October 2012
  • 16.
    Two worlds Clear purposeESIG S Step Two D N of governance for sites SHAREPOINT GOVERNANCE Step Two Designs (www.steptwo.com.au) October 2012
  • 17.
    Step Two DS N E IG S {CASE STUDY } Stockland’s new social intranet (SharePoint &NewsGator) Step Two Designs (www.steptwo.com.au) October 2012
  • 18.
    Step Two DS N E IG S Stockland Step Two Designs (www.steptwo.com.au) October 2012
  • 19.
    Step Two DS N E IG S Stockland Step Two Designs (www.steptwo.com.au) October 2012
  • 20.
    Step Two DS N E IG S Stockland Step Two Designs (www.steptwo.com.au) October 2012
  • 21.
    Step Two DS N E IG S Stockland Step Two Designs (www.steptwo.com.au) October 2012
  • 22.
    Step Two DS N E IG S Stockland Step Two Designs (www.steptwo.com.au) October 2012
  • 23.
    PUBLISHING COMMUNICATING INTRANET Step Two D S N E IG S Shop window Back office TEAM GROUP COLLABORATION Step Two Designs (www.steptwo.com.au) October 2012
  • 24.
    Two worlds Clear purposeESIG S Step Two D N of governance for sites SHAREPOINT GOVERNANCE Site creation processes Step Two Designs (www.steptwo.com.au) October 2012
  • 25.
    Step Two DS N E IG S {CASE STUDY } Site creation wizards at Coca-Cola and Standard Chartered Step Two Designs (www.steptwo.com.au) October 2012
  • 26.
    Step Two DS N E IG S Coca-Cola Enterprises Step Two Designs (www.steptwo.com.au) October 2012
  • 27.
    Step Two DS N E IG S Coca-Cola Enterprises Step Two Designs (www.steptwo.com.au) October 2012
  • 28.
    Step Two DS N E IG S Standard Chartered Step Two Designs (www.steptwo.com.au) October 2012
  • 29.
    Step Two DS N E IG S Standard Chartered Step Two Designs (www.steptwo.com.au) October 2012
  • 30.
    Step Two DS N E IG S Standard Chartered Step Two Designs (www.steptwo.com.au) October 2012
  • 31.
    Step Two DS N E IG S Standard Chartered Step Two Designs (www.steptwo.com.au) October 2012
  • 32.
    Two worlds Clear purposeESIG S Step Two D N of governance for sites SHAREPOINT GOVERNANCE Training Site creation and support processes Step Two Designs (www.steptwo.com.au) October 2012
  • 33.
    Step Two DS N E IG S {CASE STUDY } “Team sites in a box” at Transfield (Australia) Further details: www.steptwo.com.au/products/teamsites Step Two Designs (www.steptwo.com.au) October 2012
  • 34.
    Step Two DS N E IG S Step Two Designs (www.steptwo.com.au) October 2012
  • 35.
    Step Two DS N E IG S { anticipate  educate establish  enhance  extract } Step Two Designs (www.steptwo.com.au) October 2012
  • 36.
    Step Two DS N E IG S Transfield Services Step Two Designs (www.steptwo.com.au) October 2012
  • 37.
    Step Two DS N E IG S Transfield Services Step Two Designs (www.steptwo.com.au) October 2012
  • 38.
    Step Two DS N E IG S Transfield Services Step Two Designs (www.steptwo.com.au) October 2012
  • 39.
    Step Two DS N E IG S {CASE STUDY } Launch video at Rijkswaterstaat Step Two Designs (www.steptwo.com.au) October 2012
  • 40.
    Step Two DS N E IG S Rijkswaterstaat Step Two Designs (www.steptwo.com.au) October 2012
  • 41.
    Step Two DS N E IG S Now is the time to establish governance to ensure sustainability and success Step Two Designs (www.steptwo.com.au) October 2012
  • 42.
    Have you solvedthe D S NS Step Two E IG SharePoint governance problem? The 2013 Intranet Innovation Awards are open for entries in April 2013: www.steptwo.com.au/iia It’s free to enter, and your chance to win a lovely glass trophy! Step Two Designs (www.steptwo.com.au) October 2012
  • 43.
    James Robertson, StepTwo Designs DESIG S Step Two N  Email: jamesr@steptwo.com.au  Twitter: s2d_jamesr  Website: www.steptwo.com.au  Blog: www.steptwo.com.au/columntwo  Articles: www.steptwo.com.au/subscribe Step Two Designs (www.steptwo.com.au) October 2012