sharepoint governance: from chaos to success in 10 steps

SharePoint Governance: From Chaos to Success in Ten Steps

Joel Oleson – Sr. Consultant, Evangelist, BloggerSr. Product ManagerQuest Softwarewww.sharepointjoel.comwww.twitter.com/joeloleson

http://www.sharepointjoel.com/

http://www.twitter.com/joeloleson

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Who is this guy?

1) Confront Reality2) Create a Governance Plan3) Get an Exec Sponsor4) Create the Dream Team5) Build Services not Stuff6) Define Clear Policies and Standards7) Invest in Scalable Information Architecture8) Don’t forget Change Management9) Adoption is What Counts10)Keep it Simple Stupid.

10 Steps To Ensure Success

Through 2010, less than 35% of sites turning on Windows

SharePoint Services will put effective governance techniques in place.

Gartner

Governance uses people, process, technology, and policies to define a service, resolve ambiguity, and mitigate conflict within an organization

SharePoint Governance 10

Source: The Burton Group

1111

SharePoint Governance Plan

PeopleRoles and responsibilities

ProcessHow to accomplish common tasks such as creating a new site or requesting new business requirements

TechnologyLeveraging features and tools to enforce policies through technology

PolicyCollection of principles - What site owners, designers, developers should/shouldn’t do

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Clear Vision, Mission and Goals

1414

Exec Sponsor with $$$$$$

Get me SharePoint or You’re FIRED!

Get me SharePoint or You’re FIRED!

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Data Governance Roles And ResponsibilitiesSeptember 2007 “Data Governance: What Works And What Doesn’t”

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SharePoint is Plastic. What is your Creation?

1818 Cleverworkarounds.com

1919

Two Types of Service Models

Out of the box (Standard)

Custom (D

edicated)

2020

Containment Hierarchy

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Joel's Cheat Sheet for Hosting

Commodity Hosting Examples

Adhoc Structured

Short term Long term

Collaboration ServiceCollaboration ServiceOfferingOffering

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SharePoint Shared Services PlatformWell Managed, High Availability, DR

Team Sites My SitesCorporate Portal App 1 App 2

2424

SharePoint Governance Model

Permanent Central PortalEnterprise SearchEnterprise Browse

CorporateBusiness TaxonomyWith DivisionalStakeholders

PerUser

Ad Hoc SelfServicew/ Life CycleManagement

Permanent Division PortalsBusiness Process Division News, ScorecardsGroup Reporting

Semi StructuredGroup, Team, ProjectSites and Workspaces

Blogs, bios, Social

CentralPortal

2525

Multi Deployment/Global Model

Incremental Indexingover the WAN

(Federated Search)

2828

SharePoint Operational Roles

Infrastructure Support

SharePoint Site Collection

Administrator

Content Administrator SharePoint

Developer(s)

BusinessIntelligence

BusinessForms

SearchContent

Management

Collaboration

PortalPlatformServices

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Defining Policies

Should I allow SharePoint Designer?What should I do with online web parts?Dev & Third party solutions?Solution Deployments!!! (.wsp)

Adhoc Structured

Self

Serv

ice

Sm

alle

r Q

uota

Q

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xpira

tion

O

OB

IT P

rovi

sion

ed

La

rger

Quo

ta

P

erm

anen

t

Su

ppor

ted

Dev

env

.

$

$$ C

harg

e Ba

ck

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Portal Information Arch exampleBuild initial site architecture and delegate

HomeHome

PayrollPayroll

SupportSupportT & E T & E

R & DR & D TrainingTraining

ExecutiveExecutive SalesSalesFinanceFinance ProductionProduction ITIT Customer Support

Customer Support

BODBOD

Site Contributors = Board of DirectorsSite Designers = SharePoint DesignersSite Managers = SharePoint Administrators

Site Contributors = Board of DirectorsSite Designers = SharePoint DesignersSite Managers = SharePoint Administrators

Site Visitors = EveryoneSite Contributors = EveryoneSite Designers = SharePoint DesignersSite Managers = SharePoint Administrators

Site Visitors = EveryoneSite Contributors = EveryoneSite Designers = SharePoint DesignersSite Managers = SharePoint Administrators

Site Visitors = Production TeamSite Contributors = Research and Development TeamSite Designers = SharePoint DesignersSite Managers = SharePoint Administrators

Site Visitors = Production TeamSite Contributors = Research and Development TeamSite Designers = SharePoint DesignersSite Managers = SharePoint Administrators

Site Visitors = Registered CustomersSite Contributors = Customer Support TeamSite Designers = SharePoint DesignersSite Managers = SharePoint Administrators

Site Visitors = Registered CustomersSite Contributors = Customer Support TeamSite Designers = SharePoint DesignersSite Managers = SharePoint Administrators

Source: The Burton Group

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Process Models for Dev Life Cycle

Release ManagementConfiguration ManagementOperations Monitoring, Security & Patch ManagementCommunications & Service ManagementCode Propagation Testing & Deployment

Microsoft Operations Framework 4.0

http://go.microsoft.com/fwlink/?LinkId=116390

K.I.S.S.

Do you really need that list def, site def, or wiz bang widget?Don’t start with BDC and Excel Services requirements if you’re trying to deploy a simple portal or search solution…Start with Search, it’s an easy win.Watch for Scope Creep it is very easy in SharePoint.

Keep It Simple Stupid.

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.)“Let’s just get it out there, then we’ll figure out this “governance” and “operations” stuff...”

Key takeaways today...

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Resources and PlugsJoel’s Blog – http://www.sharepointjoel.com SharePoint Governance Resources

http://technet.microsoft.com/en-nz/office/sharepointserver/default(en-us).aspx

CodePlex Governance Toolshttp://www.codeplex.com/governance

Join a SharePoint User Group

http://www.sharepointjoel.com/



http://www.codeplex.com/governance

SharePoint Deployment Essentials & Governance Checklist

5050

Quest SharePoint Site Administrator 3.5With Security ExplorerNew Auditing Capabilities

More at http://www.quest.com/sharepoint

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Enjoy the Saturday Party...

Questions?

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