Course Overview
Without proper planning and oversight, SharePoint sites can become difficult to control and manage. It is critical to implement a process that aligns business objectives with site implementation. A governance plan establishes the balance between proper control mechanisms and the innovative use of SharePoint collaboration. The plan is a road map for deploying and maintaining the efficient use of SharePoint technologies. In this course, you determine the critical components of a governance plan to maximise your organisation's return on its SharePoint investment.
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Related Courses
Audience
SharePoint administrators and site managers, including project managers, business analysts, and those responsible for the implementation of SharePoint technologies.
Skills Gained
You will learn how To
- Develop a consistent management approach for your successful SharePoint environment
- Establish a governance body and plan for your organisation
- Employ SharePoint taxonomies and hierarchies to improve management processes
- Align the roles and procedures of your governance teams to maintain continuity
- Create effective communication and training plans for organisation-wide adoption
- Leverage tools and techniques to implement governance within your organisation
Course Outline
Workshop Course
Throughout this course, you gain practical experience developing a SharePoint governance road map. Workshops include:
- Identifying the business need for SharePoint
- Assessing key challenges to prevent common SharePoint deployment failures
- Establishing SharePoint governance team roles, responsibilities and tasks
- Discussing SharePoint usage policies
- Reviewing a stakeholder communication and training plan
- Aligning your IT and SharePoint support strategies
Applying Governance to SharePoint
Defining governance
- Establishing team roles and responsibilities
- Guiding the application of SharePoint technologies
- Aligning corporate, IT and SharePoint policies
Designing a SharePoint governance road map
- Identifying and prioritising the components of a plan
- Developing the plan in stages
- Exploring relevant taxonomies and hierarchies
Establishing project goals
- Defining deliverables
- Selecting the team
SharePoint fundamentals
- Reviewing basic SharePoint elements
- Building sites for SharePoint governance
Examining case studies
- Correlating corporate size to fit the governance plan
- Analysing the governance plan to assess potential risk
- Identifying compliance requirements
Establishing Governance Hierarchies
Employing SharePoint in the business environment
- Determining information requirements
- Assessing site hierarchies to satisfy business objectives
- Structuring usage and content taxonomies
- Analysing a SharePoint governance model
Addressing scalability
- Evaluating the impact of scalability on your plan
- Ensuring your plan complements the organisational footprint
Determining Roles and Responsibilities
Establishing a SharePoint governance team
- Defining the roles within the team
- Developing a team life cycle
- Differentiating strategic vs. tactical team objectives
Establishing individual roles
- Highlighting IT, SharePoint and business roles
- Determining appropriate skillsets for your team
- Performing a skillset gap analysis
SharePoint Operations and Usage Policies
Reviewing initial operational requirements
- Gathering business requirements for SharePoint
- Identifying routine tasks
- Evaluating proper operating procedures documentation
Setting SharePoint policies
- Establishing site provisioning standards
- Addressing the need for change management to ensure plan continuity
- Focusing on regional issues
Integrating multitiered support
- Identifying the need for a multilevel support network
- Assessing lines of communication and functions
- Incorporating SharePoint into your IT support infrastructure
Ensuring User Adoption with Communications and Training
Communicating for success
- Selling the benefits of a governance plan
- Building a stakeholder-focused communication plan
Stakeholder communications
- Selecting your communication medium
- Leveraging SharePoint collaboration tools for message delivery
Training the organisation
- Identifying different training requirements
- Selecting from various training methods
- Developing a comprehensive training plan
Validating SharePoint Governance Strategies
Applying a change control mechanism
- Employing a change management process
- Identifying the need for a change request site
- Assessing the need to build a change request site to facilitate the approval process
Scheduling governance reviews
- Assigning plan ownership to the governance
- Reviewing the governance plan maintenance
- Incorporating lessons learned
Tools for Success
- Applying best practices
- Ensuring continuity with checklists and templates
- Discovering key resources to use within your organisation
