SharePoint Goverence, Planning and Oversight (MA-1040)
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About this Course
This class should be taken before you roll out SharePoint, but probably will be taken after you have already done it the wrong way. Governance is a broad topic potentially touching every aspect of the organization. This 2-day instructor-led class will focus on governance of content stored and used within SharePoint. We will cover the What, Who and How of governance with an end goal of getting you a good start on your governance team and plan.
The course covers:
- All versions of SharePoint (2007 - 2013) on premises and in the Cloud
- and in general, corporate and organization intellectual property governance
Labs:
- This class includes four team oriented problem solving labs to explore real world governance problems and to create a governance plan.
Audience Profile
Anyone responsible for or supporting a new SharePoint rollout, or an existing out of control SharePoint installation! Attendees should be potential members of a governance team and include leaders from corporate management, IT management, IT administration, development and training. We highly recommend that you train your governance team as a single group. We also offer this class in a three day format as a private class to allow time for the team to create their first draft of their plan.
At Course Completion
What you will take away from this class:
- What is governance
- What should be governed
- Who should govern, and how they should be selected
- How to define core SharePoint services and manage their release
- A list of critical policies that should be created, and enforced
- What needs to be audited and how to do audits
- What needs to be considered in your plan for legal reasons, business reasons and best practices reasons
Prerequisites
Before attending this course, students must have:
- A good understanding of the "big picture" of SharePoint
- Basic training or experience with SharePoint end-user and site owner skills
- A good understanding of the "how" and "why" of SharePoint in your organization
- A good understanding of intellectual property policies in your company
Course Outline
Module 1: Introduction
- What is SharePoint?
- What areas of the business are impacted by a SharePoint installation
- The SharePoint cultural change
- What is at risk?
- What is governance?
- Governance is not just about SharePoint
- Who is in charge?
- What you will get with no plan, and no enforcement
- SharePoint Terminology
Module 2: Governance, the team and the plan
- Who creates the Plan, who enforces the Plan?
- The Governance Team
- Selecting the team
- Sponsorship and buy-in
- The Governance Plan
- Audits?
- Lifecycle of SharePoint
- Lifecycle of the plan and the team
- Resources available
Module 3: Project Management
- Project Management and Governance
- ITIL?
- Resources available
Module 4: SharePoint Service Model
- SharePoint Roles - the people
- Deploying and supporting SharePoint in Tiers
- Four nine's? 24 x 7? Local/International?
- Content Management
- Team Collaboration
- My Sites
- Social Networking
- Microsoft Office Integration
- SharePoint as a development platform
- Resources available
Module 5: Security
- What's at risk?
- The SharePoint security model
- Security at the server
Module 6: Configuration, Customization and Custom Development
- The three C's: Configuration, Customization and Custom Development
- Which should you permit?
- At what cost?
- And what can go wrong...
- Development, Staging and Production - testing and migration
- Change control
- SharePoint Designer Policies and Best Practices
- Development standards and procedures
- Resources available
Module 7: Taxonomy
- Taxonomy, a definition
- Types of taxonomies
- Who should create and own the corporate taxonomies?
- Tools to support taxonomies
- Resources available
Module 8: Planning the Information Architecture
- Applications, Site Collections or Sites
- Planned or open (the wild, wild, West!)
- Resources available
Module 9: Farm Administration
- Resource planning
- Scalability
- Disaster planning and disaster recovery
- Resources available
Module 10: SharePoint Administration
- Procedures and tools for new sites
- Procedures and tools for monitoring SharePoint
- Backup requirements
- Resources available
Module 11: Training and Support
- End user training and support
- Extended training needed for SharePoint
- Office and SharePoint integration
- Resources available
Module 12: Content Management
- Content life spans
- Approval processes
- Content Types and metadata
- Resources available
Module 13: The Internet
- SharePoint and the internet
Module 14: Everything else you need to consider
- Driving adoption
- Where do you go from here...
- Resources available