About Me
• President, Susan Hanley LLC
• Led national Portals, Management
Collaboration, and Content practice for
Dell
• Director of Knowledge Management at
American Management Systems
sue@susanhanley.com
Governance
User Adoption
Metrics
Information
Architecture
• Knowledge
Management
• Portals
• Collaboration
Solutions
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susanhanley
www.susanhanley.com
www.networkworld.com/community/sharepoint
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Agenda
Understanding what we really mean by governance—and
why there are so many definitions
Asking the right questions
Making the answers consumable
Sharing experiences!
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1. Align with business goals – what are we trying to
accomplish?
Because that will drive
how strict you need to
enforce your rules
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2. Align with existing policies –
especially information assurance and records management
Because you shouldn’t
have to invent everything
new and you may need to
―design it in
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3. Understand existing teams and roles – what is already in
place?
Because people already
have jobs and you may
need to define new roles
or relationships
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4. Engage with HR - early
Because if job
descriptions need to be
changed, you’d better
have some support
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Answer the key questions
Vision and Overview
Enterprise Decisions
Compliance
Training
Access
Provisioning
Branding and Functionality
Information Architecture
Content Life-cycle Management
Personal Sites/Social Features
Roles and Responsibilities
Site Specific Decisions
Operational Decisions
http://tiny.cc/SharePointGovQuestions
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My lessons learned about the ―governance
conversations‖
Distribute
the
questions in
advance
No more than 2-3
hours per
conversation
Not all in
the same
week, plea
se
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Make sure you know what your
outcomes are
Your vision and
goals drive your
governance plan
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Principles
Consumable
chunks – no big documents or
long pages
―Quick Guides‖
Integrate with training
Interconnected
Just in time!
http://tiny.cc/ContentAuthoring
VisualSP from SharePoint-Videos.com
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The ribbon is great, but you can also add CEWPs to
surface ―in place‖
Link to governance
about documents from
doc libs
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Just in time training and governance – the Site Pages
wiki library
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My Lessons Learned
It’s really about both assurance and guidance – and it takes
COMMITMENT – plan, plan, plan
No one cares about governance – until you make it all about
them!
Less is more – avoid unnecessary bureaucracy – and long
documents
Small chunks of consumable content – just in time!
Build best practices into your site templates and automate
everything you can
A governance plan doesn’t replace training
… and training should include governance
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