New additions to the slides. Presented at Best Practices Conference in LaJolla

1. MANAGING SHAREPOINTBUSINESS GOVERNANCE Veronique Palmer SharePoint MVP March 2011

2. Business Owner User Adoption Specialist End User Trainer Team Lead E E T M M E

3. Considerations What’s Important Why Govern Agenda Management Actions Success Factors Resources Questions

4. Business vs IT Team Site vs Intranet Site vs My Site New vs Established Owned vs Not CONSIDERATIONS Intranet vs Extranet vs Internet Large vs Small Dedicated vs Part-time 2007 vs 2010

5. No One Size 5

6. What’s Important … To YOU? Most Taxonomy Blocking email attachments Consistent branding Portal Activities Least Replace file shares Integration Social networking Global access Etc… BPM

7. ? ? ? 7

10. Compliance Violations Deviations E B E C A U S Boundaries Conflicts Contributors 10

11. 500 million social tags, notes and ratings 30 million documents per library 30 million items in a list 2 million users per site collection 1 million alerts on Searches 1 million terms and terms sets 400 000 major versions per document 250 000 site and subsites per site collection 10 000 user groups per site collection 10 000 metadata tags recognised per item when searched 5000 documents or list items displayed per page 5000 blogs per site 5000 groups is how many each user can belong to 5000 users can be in one Active Directory group 2000 site collections per content database 2000 subsites under View All Site Content 1000 comments per blog post 1500 projects deliverables per Project Server plan 1800 documents in a SharePoint Workspace 100 items at a time you can bulk edit 25 web parts per page / wiki 10 people editing a Word or PowerPoint document at the same time 100GB space per site collection 2GB per document upload size EVERYONE?!

12. What’s it About? Control or Enablement

13. Educate Communicate Gov Mission Guide Manage

14. MISSION Explain BENEFITS

15. SharePoint Governance or…? Administration Management Usage Policy Instructions Regulations Operations Guidance Conduct Rules

16. MANAGEMENT ACTIONS

17. Site Owners?

18. Site Owners? Metadata not folders Link to ‘home’ page Minimum tag Naming standards Versioning and renaming docs Try this at home! Mother Theresa…

19. The Plan Operating manual Agreed to Can and can’t do Balancing act Roles Understood User impact Growth and change Training plan O C U M E N D T

20. Sample Governance Plans http://www.letscollaborate.co.za/Resource-Centre/SitePages/SharePointGovernance.aspx

21. Not sure what to govern? Internal Auditors External Auditors Companies Act ISO9001 Regulatory #BPC11

22. WEEKLY! Announcements Emails SMS’s User groups Printed Roadshows Newsletters In training Problems Changes News Tips O M M U N I C C A T E Successes 22

23. Acknowledgement Strrrrrike 3! Consequences Rewards N F O R C E E

24. Owner HR Ops IT KM Compliance Marketing Project Office Sales Finance E E T M 10 - 12 24

25. SharePoint List Tasks Agendas E C O R D R Minutes

26. U B L I S H P 26

27. Wiki!

29. Communication

30. Training

31. Governance Plan

32. 2010Adapt Review Maintain A I N T A I M N

33. Dependencies Ownership Understand OOB Dedicated team Trained users Experienced SCA’s 29

34. 7 Steps to Successful Governance Document Communicate Enforce Meet Record Summary Publish Maintain

36. Start small

38. Over engineer

40. Do Something THING

41. Governance Bloggers Bill English : http://aiimcommunities.org/users/benglish Dux Raymond Sy : http://sp.meetdux.com/default.aspx Jennifer Mason : http://www.sharepoint911.com/blogs/jennifer/default.aspx Michael Sampson : http://www.michaelsampson.net/ Paul Culmsee : http://www.cleverworkarounds.com/ Richard Harbridge : http://www.rharbridge.com/ Ruven Gotz : http://spinsiders.com/ruveng Scott Jamison :http://www.scottjamison.com/blog/ Susan Hanley : http://www.networkworld.com/community/sharepoint Veronique Palmer : http://veroniquepalmer.wordpress.com/ 34

42. Governance Resources Lets Collaborate Governance Portalhttp://www.letscollaborate.co.za/Resource-Centre/SitePages/SharePointGovernance.aspx Lets Collaborate Governance Plans and Templateshttp://www.letscollaborate.co.za/Resource-Centre/LCs%20Documents/Forms/Governance.aspx Industry Governance Articles on Lets Collaboratehttp://www.letscollaborate.co.za/Lists/Announcements/Governance.aspx Joel Oleson’s Governance Plan http://go.microsoft.com/fwlink/?LinkId=163922 SharePoint 2007 Governance Checklist from Microsofthttp://office.microsoft.com/download/afile.aspx?AssetID=AM102306291033 SharePoint 2010 Governance Planning from Microsofthttp://www.microsoft.com/downloads/en/details.aspx?FamilyID=D41AB7B1-385B-41F6-90A0-03CFDA4FA98F 35

43. 36

44. Next Sessions Team Site Security for Site Owners Tuesday at 14:30 Effective End User Training Wednesday at 14:30

45. THANK YOUFor your time SAN DIEGO Please be sure to fill out your session evaluation! veronique@letscollaborate.co.za www.letscollaborate.co.za