1. Governance is NOT
an Option!
Stacy L. Deere-Strole, MVP
Focal Point Solutions, LLC

2. BINGO CARDS
• WEBCON – has the bingo cards, visit them to play
• Bingo Cards = how you win prizes at the end of the event.
• The cards must be stamped by ALL the Sponsors in order to be eligible to win.
• For the grand prizes you must have opted-in when registering.
• Must be here to win at the end of the day.
Another Surface Go Xbox One S
Tons of prizes .. Socks, buttons, bags, echo dots, gift cards, plural sight, gaming monitor, Bluetooth

3. Contact Information
Email: sdeere@focalpointsolutions.co
Phone: 513-687-4154
Social
Twitter: @sldeere
LinkedIn: /in/stacydeere
Facebook: /stacydeere
Focal Point Solutions
Founder & CEO
Solutions Architect
http://spmindmelt.focalpointsolutions.co
http://focalpointsolutions.co
Content Author
Managed Metadata
2010, 2013
Stacy L. Deere-Strole
Microsoft SharePoint MVP

5. Getting Management Onboard
• Management Involvement vs. No Involvement
• Express the Importance
– No Governance vs. Governance Examples
– Show ROI (Examples or Real Life)
• Find 2 or 3 Examples
• Identify Needs for Success
• Seeing is Believing

6. What Does Governance Mean?

7. The Definition
The set of policies, roles, responsibilities, and
processes that control how an organization works
together to achieve their goals.

8. Governance
is NOT!

9. OFFICE 365
Site: https://bit.ly/2HxAfmv

10. IMPACTS OF
OFFICE 365

11. Where Does it Start?

12. What Should Have Governance?

13. Areas of Governance
• Stream
• Groups
• Teams
• Teams App
• Site Creation
• Customizations
• Delivering Content
• Modifying Content
• Add, Delete or Archive
• Templates
• Quotas
• Yammer
• OneDrive
• MySites
• Analytics
• Site Audits
• Naming Conventions
• Permissions
• Taxonomy & Suggestions
• Compliance
• Reporting
• Architecture
• Mailbox Sizes
• Power Platform
• Flow, PowerApps & Power BI

14. Development is Not Exempt!!
• Code review
• Source control
• Approved developer Tools
• Deployment process
• Validation
• Sensitive Data
• Deployment Standards
• Security review
• SharePoint Apps
• Documentation
• 3rd party Tools
• Development Environments
• Design Standards
• Quality Assurance

15. Common Areas Missed
•Handling Exceptions
•Security Review
•Project Management
•Governance

16. Governance Team
Your governance policies should support your
organization’s goals and be kept up-to-date as your
organization’s needs change. We recommend that
you create a team from various disciplines across
your organization to develop and maintain these
policies. Include people from as many of the
following roles as possible:

17. Team Roles
Strategy Team
Consists of business owners who
provide insight and direction to drive
strategic initiatives.
Tactical Team
• Consists of 3 sub-teams that support
the directives of the Strategy team
• Operations
• Support
• Developers
Which Teams Role will Change?

18. Tactical Team Responsibilities
Operations Team
• Help Enforce Governance Plan
• Manage Routine Maintenance
Tasks:
• Nightly Backups
• Usage Monitoring &
Analysis
• Scheduled Task Validation
• Security Release & System
Upgrades
Support Team
• Create Support System with SLA’s
• Respond to questions, bugs and
other issue resolution
• Provide typical SharePoint Admin
roles such as:
• Site Provisioning
• Security Permissions for
users and groups
Development Team
• New features and program
management while adhering to
standards.
• Develop customized &
personalized solutions for
departments & division sites.
Whose job will be changing the most?

19. Tactical Team Responsibilities
Operations Team
• Enforce Governance Plan
• Manage Routine Maintenance Tasks:
• Nightly Backups
• Usage Monitoring & Analysis
• Scheduled Task Validation
• Security Release & System
Upgrades
• Oracle & DBA Role will be
eliminated
• Active Directory Role could
change (ADFS, etc.)*
• No Equipment to Support
Support Team
• Create Support System with
SLA’s
• Respond to questions, bugs and
other issue resolution
• Provide typical SharePoint Admin
roles such as:
• Site Provisioning
• Security Permissions for
users and groups
Development Team
• New features and program
management while adhering to
standards.
• Develop customized &
personalized solutions for
departments & division sites.

20. 3rd Party Tools
• ShareGate Governance
– http://en.share-gate.com/sharepoint-governance
• AvePoint Governance
– http://www.avepoint.com/products/sharepoint-governance/
• SPDockIT “Acceleratio”
– https://www.spdockit.com/

21. Governance for Developers!!
Ever Heard of SPCAF?
NO!!!
• Toolbox to Reduce Customization Risk
• Yes GovernanceQA For Your Code
• Auditing
• Best Practice Validation
• Will Improve User Adoption

22. Where to Get Started?
• Build a Team
• Decide on your format
• Build your governance; governance
• Start asking questions & consuming information
• Get Ready for the hardest job of your life with a
HUGE impact.
• Tools Can Save Your Life – Or just prevent a big
headache 

23. Ongoing Support
• Knowledge Base… aka “the kb”!!
– Searchable
– Automate
– Linkable
• Governance Site (Center of Excellence)
• Auditing
– Quarterly, monthly, etc.
– Split responsibility so it is not overwhelming for 1 or 2 individuals
– Use 3rd party tool

24. Built-In O365 Governance
• Message Center
• Security & Compliance
• Actionable Views
• Export Reports (.csv)

26. Governance Site 3.0
ARE YOU READY??

28. https://1drv.ms/f/s!AmQKdlQapV3PgaJQtUvIQu3zyUU8rQ
All Yours – Now Get Started!

29. EVALUATIONS
• Speaker Evaluations
• located at the front of the room
• Will be read by the org and then sent to speakers
• Be honest and constructive
• Turn in 6th floor info desk
• Event Evaluations
• Visit the 6th floor info desk
• Give us your honest feedback – we can take it
• Turn in 6th floor info desk

30. Beer Authority
300 W 40h St
[across the street]
Join us for a round of drinks
http://www.beerauthoritynyc.com

31. Stacy Deere-Strole
MVP
sdeere@focalpointsolutions.co
www.linkedin.com/in/stacydeere@sldeere
https://www.facebook.com/focalpointsolutions.co
BLOG: http://spmindmelt.focalpointsolutions.co
COMPANY: http://focalpointsolutions.co