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