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SharePoint Governance
Stop talking about features,
 features, features in your
  SharePoint Governance
                                 Patrick Sledz


                               @patman2520
              http://www.officeandbusiness.be
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              http://www.buildwindows.com/
Patrick Sledz
GSM: +32 (0)475 330.003
Email: Patrick@officeandbusiness.be
Twitter: @patman2520
Blog: www.officeandbusiness.be
Quick Poll
Raise your hand if you are :
• A developer
• An IT PRO
• Project Manager
• None of the above
Agenda
• SharePain
• A different approach to SharePoint
  Governance

• Hashtag: #comdaybe
Acknowledgements
Why SharePoint
SharePain: The SharePoint project pain
•   “They don’t know what they want!”
•   “The requirements are too vague!”
•   “If only they had listened to me”
•   “Not another %$%$% meeting!”
•   “I was never consulted”
•   “This is ridiculous – it won’t work”
•   “How am I supposed to estimate that?“
•   “It was in the minutes – did you read it?”
•   “Well if everyone actually followed the process…”

SharePain
A different
view on
governance
Context
Needed skills for SharePoint governance:
• Deep product knowledge and technical skills
• Deep understanding of the softer,
  more human facets of SharePoint delivery



   Guess which one do we suck at?
(SharePoint) Project pain…
•   “They don’t know what they want!”
•   “The requirements are too vague!”
•   “If only they had listened to me”
•   “Not another f#@%$ meeting!”
•   “I was never consulted”
•   “This is ridiculous – it won’t work”
•   “How am I supposed to estimate that?“
•   “It was in the minutes – did you read it?”
•   “Well if everyone actually followed the process…”
SharePoint is cool
Why does it look like this?
F-laws
• “f-Laws are truths about organisations that we
     might wish to deny or ignore – simple and
    more reliable guides to everyday behaviour
       than the complex truths proposed by
  scientists, economists, sociologists, politicians
                 and philosophers”
F-Law 1
• THE MORE COMPREHENSIVE THE
 DEFINITION OF “GOVERNANCE” IS,
 THE LESS IT WILL BE UNDERSTOOD
              BY ALL
Governance = to steer
Steer where?

Aspirational future state




       Present state
Steer where?
Steer where?
Steer where?

               MSFT
               and
               others
Steer where?

               MSFT
               and
               others

               This
               session
Takeaways f-Law 1

• Governance is the means to an end
• Begin with the end in mind and try to achieve
  this. This is governing
• Don’t over-define it to understand it
F-Law 2
• THERE IS NO POINT IN ASKING USERS
    WHO DON’T KNOW WHAT THEY
    WANT, TO SAY WHAT THEY WANT



  PS. There is even less point in thinking that you already
         know what they want
Knowing versus Learning
Knowing versus Learning
Knowing versus Learning
opportunity driven learning




• “The truth about Einstein is he didn't arrive at
  his famous equation by complex mathematical
  reasoning. In fact, he didn't use mathematical
  or scientific reasoning at all!”
• “Einstein was intrigued by ‘holes’ in prevailing theories.
  He enjoyed posing ‘mind riddles’ to himself, just to see
  if present theories could satisfactorily explain them.

• Einstein refused to give up until he solved the riddle.
  He didn't stay with this riddle for just a week or two, as
  you or I might have done. He didn't even quit after a
  year or two of racking his brain.

• He stuck with the riddle for...
                                                • Joseph W. Graham
10 full years!


                 E=MC²




       1895      1905
Takeaways
•   Expect fluid requirements
•   Expect scope changes
•   Involve stakeholders!
•   Expect resistance and pullback
•   Plan for prototyping
•   Be adaptable

•   Do not penalise people for their learning
F-Law 3
   THE PROBABILITY OF PROJECT
SUCCESS IS INVERSELY PROPORTIONAL
  TO THE TIME TAKEN TO COME UP
      WITH A MEASURABLE KPI
What project is this?
What project is this?
What project is this?
Takeaways
 If you cannot tell me the difference made by
implementing SharePoint, how can anyone else
            know the difference?

   Even if you can, how do you know that
 everybody else sees it the same way as you?
F-Law 4
 MOST STATED GOVERNANCE OBJECTIVES ARE
 PLATITUDES – THEY SAY NOTHING BUT HIDE
             BEHIND WORDS




PS. Most governance platitudes simply reflect
     the broader project platitude
Governance objectives
A gold medal winner platitude




“The Montgomery Burns Award for Outstanding
Achievement in the Field of Excellence"
If you cannot reasonably disagree with an
objective, or measure it, then it is a platitude


“Most corporate mission statements are worthless.
 They often formulate necessities as objectives; for
example, "to achieve sufficient profit." This is like a
person saying his mission is to breathe sufficiently.”

                                            Russell Ackoff
SharePoint platitudes
      “Collaboration will be encouraged”
     “To provide an effective collaborative
            experience for our users”
“Deliver a best-practice collaboration platform”
 “We are striving for operational excellence”
          “It’s a SharePoint project”
Disneyland for Platitudes
Disneyland for Platitudes
Disneyland for Platitudes
Disneyland for Platitudes
Disneyland for Platitudes
Divergence – Multiple Future states
Platitude tests
“Our mission is to conduct all of our businesses,
both energy and financial related, with four key
values in mind: respect, integrity,
communication and excellence. All business
dealings must be conducted in an environment
that is open and fair”.

Enron Mission statement. Yep, that Enron
Platitude tests
“To produce high-quality, low cost, easy to use
products that incorporate high technology for
the individual. We are proving that high
technology does not have to be intimidating for
noncomputer experts."

(former) Apple mission statement
non platitudes
We are proving that through better information
management, we can improve our customer
relationship and trust building without over-
burdening our staff”



           It can be measured
non platitudes
“We grow the organization while reducing email
volumes and centralizing document storage”




           It can be measured
non platitudes
“By building communities of practice, we prove
that we can reduce information overload and
allow our users to find the right expertise”




           It can be measured
non platitudes
“By building communities of practice, we prove
that we can reduce information overload and
allow our users to find the right expertise”




           It can be measured
F-Law 5
Confidence is the feeling you have until you
         understand the problem
Divergence & convergence


         Chaos
          zone
SharePoint projects




                      Time
SharePoint Guy
    (YOU)




                 Business
I(T) don’t see a tech problem
Functional fixedness
Different views. What is
   the subject of this
picture? Or SHOULD be
      the subject?
Why do (SharePoint) projects #FAIL?
•   Lack of user input
•   Incomplete requirements & specifications
•   Changing requirements and assumptions
•   Lack of executive support
•
•
                 ASS
    Technology incompetence of
      They make an
    Lack or resources
                            out U ME
                                   and

•   Unrealistic expectations
•   Unclear objectives
•   Unrealistic timeframes
•   New technology
Remember legacy, not scope (or cost)




1957-> 7 MIO      Completed 1973
Delivery : 1963   cost $102 MIO
One “best practice” to rule them all
• Ensure a Share understanding of the problem
  among ALL participant
SharePoint pitfalls
• Pursuing boiling the ocean
   – Learning project versus knowing project
• Jump to the “how” before the “what”
   – Technical implementation versus business value
   – Fixed Action Pattern
• Paint with the same brush
   – Generation Y think everyone want web 2.0
   – Engineers think everybody needs wiki’s
   – Record managers hate wiki’s and think everything needs to be
     classified
   – Marketing thinks everybody will use it if it looks sexy and
     sparkles
   – Some will never break the folder habit
SharePoint pitfalls
• Adaptive challenge
  – People tend to see what they loose over what
    they gain
  – Y: represents whatever dysfunction exist now
  – People love status quo.
Issue mapping
ISSUE MAPPING

demo
Benefits issue mapping
Simple, intuitive, adds clarity to discussion
    Limited short term memory means exploration of a complex problem
     unaided is confusing and error prone
    All participants have an organised point of reference
    We have captured decision rationale and organisational memory!
Democratic - Acknowledges all contributions
    Disarms “truth by repetition”
    Disarms “grenade lobbing” (topic shift)
Takes the interpersonal “sting” out of supporting or objecting to
   an idea
Faster - allows a group to develop shared understanding with
   much less pain
Summing up
• SharePoint governance is a means to an end
• Achieving Shared understanding is mandatory
  – Watch out for platitudes
  – Don’t penalize people for their learning
• IBIS & Dialogue mapping are complimentary tools
  – Help you to facilitate groups achieving shared
    understanding with much less pain
  – Great tool to deal with divergent stakeholders views
Feedbac
   http://bit.ly/BetterPatman
k
          Thank you

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SharePoint Governance. Stop features thinking,

  • 1. SharePoint Governance Stop talking about features, features, features in your SharePoint Governance Patrick Sledz @patman2520 http://www.officeandbusiness.be
  • 2. Register today and save $500 before August 1st Save the date: watch live stream, join local events by MSDN Belux Win a ticket today at Communiday Day! • Take a picture wearing the BUILD t-shirt. • Tweet or blog the picture, link to www.buildwindows.com, use tag #bldwin and #comdaybe • Wear the t-shirt and be there for the closing prize draw http://www.buildwindows.com/
  • 3. Patrick Sledz GSM: +32 (0)475 330.003 Email: Patrick@officeandbusiness.be Twitter: @patman2520 Blog: www.officeandbusiness.be
  • 4. Quick Poll Raise your hand if you are : • A developer • An IT PRO • Project Manager • None of the above
  • 5. Agenda • SharePain • A different approach to SharePoint Governance • Hashtag: #comdaybe
  • 8. SharePain: The SharePoint project pain • “They don’t know what they want!” • “The requirements are too vague!” • “If only they had listened to me” • “Not another %$%$% meeting!” • “I was never consulted” • “This is ridiculous – it won’t work” • “How am I supposed to estimate that?“ • “It was in the minutes – did you read it?” • “Well if everyone actually followed the process…” SharePain
  • 10. Context Needed skills for SharePoint governance: • Deep product knowledge and technical skills • Deep understanding of the softer, more human facets of SharePoint delivery Guess which one do we suck at?
  • 11. (SharePoint) Project pain… • “They don’t know what they want!” • “The requirements are too vague!” • “If only they had listened to me” • “Not another f#@%$ meeting!” • “I was never consulted” • “This is ridiculous – it won’t work” • “How am I supposed to estimate that?“ • “It was in the minutes – did you read it?” • “Well if everyone actually followed the process…”
  • 13. Why does it look like this?
  • 14. F-laws • “f-Laws are truths about organisations that we might wish to deny or ignore – simple and more reliable guides to everyday behaviour than the complex truths proposed by scientists, economists, sociologists, politicians and philosophers”
  • 15. F-Law 1 • THE MORE COMPREHENSIVE THE DEFINITION OF “GOVERNANCE” IS, THE LESS IT WILL BE UNDERSTOOD BY ALL
  • 17. Steer where? Aspirational future state Present state
  • 20. Steer where? MSFT and others
  • 21. Steer where? MSFT and others This session
  • 22. Takeaways f-Law 1 • Governance is the means to an end • Begin with the end in mind and try to achieve this. This is governing • Don’t over-define it to understand it
  • 23. F-Law 2 • THERE IS NO POINT IN ASKING USERS WHO DON’T KNOW WHAT THEY WANT, TO SAY WHAT THEY WANT PS. There is even less point in thinking that you already know what they want
  • 25.
  • 28. opportunity driven learning • “The truth about Einstein is he didn't arrive at his famous equation by complex mathematical reasoning. In fact, he didn't use mathematical or scientific reasoning at all!”
  • 29. • “Einstein was intrigued by ‘holes’ in prevailing theories. He enjoyed posing ‘mind riddles’ to himself, just to see if present theories could satisfactorily explain them. • Einstein refused to give up until he solved the riddle. He didn't stay with this riddle for just a week or two, as you or I might have done. He didn't even quit after a year or two of racking his brain. • He stuck with the riddle for... • Joseph W. Graham
  • 30. 10 full years! E=MC² 1895 1905
  • 31. Takeaways • Expect fluid requirements • Expect scope changes • Involve stakeholders! • Expect resistance and pullback • Plan for prototyping • Be adaptable • Do not penalise people for their learning
  • 32.
  • 33. F-Law 3 THE PROBABILITY OF PROJECT SUCCESS IS INVERSELY PROPORTIONAL TO THE TIME TAKEN TO COME UP WITH A MEASURABLE KPI
  • 37. Takeaways If you cannot tell me the difference made by implementing SharePoint, how can anyone else know the difference? Even if you can, how do you know that everybody else sees it the same way as you?
  • 38.
  • 39. F-Law 4 MOST STATED GOVERNANCE OBJECTIVES ARE PLATITUDES – THEY SAY NOTHING BUT HIDE BEHIND WORDS PS. Most governance platitudes simply reflect the broader project platitude
  • 41. A gold medal winner platitude “The Montgomery Burns Award for Outstanding Achievement in the Field of Excellence"
  • 42. If you cannot reasonably disagree with an objective, or measure it, then it is a platitude “Most corporate mission statements are worthless. They often formulate necessities as objectives; for example, "to achieve sufficient profit." This is like a person saying his mission is to breathe sufficiently.” Russell Ackoff
  • 43. SharePoint platitudes “Collaboration will be encouraged” “To provide an effective collaborative experience for our users” “Deliver a best-practice collaboration platform” “We are striving for operational excellence” “It’s a SharePoint project”
  • 49. Divergence – Multiple Future states
  • 50. Platitude tests “Our mission is to conduct all of our businesses, both energy and financial related, with four key values in mind: respect, integrity, communication and excellence. All business dealings must be conducted in an environment that is open and fair”. Enron Mission statement. Yep, that Enron
  • 51. Platitude tests “To produce high-quality, low cost, easy to use products that incorporate high technology for the individual. We are proving that high technology does not have to be intimidating for noncomputer experts." (former) Apple mission statement
  • 52. non platitudes We are proving that through better information management, we can improve our customer relationship and trust building without over- burdening our staff” It can be measured
  • 53. non platitudes “We grow the organization while reducing email volumes and centralizing document storage” It can be measured
  • 54. non platitudes “By building communities of practice, we prove that we can reduce information overload and allow our users to find the right expertise” It can be measured
  • 55. non platitudes “By building communities of practice, we prove that we can reduce information overload and allow our users to find the right expertise” It can be measured
  • 56. F-Law 5 Confidence is the feeling you have until you understand the problem
  • 59. SharePoint Guy (YOU) Business
  • 60. I(T) don’t see a tech problem
  • 62. Different views. What is the subject of this picture? Or SHOULD be the subject?
  • 63. Why do (SharePoint) projects #FAIL? • Lack of user input • Incomplete requirements & specifications • Changing requirements and assumptions • Lack of executive support • • ASS Technology incompetence of They make an Lack or resources out U ME and • Unrealistic expectations • Unclear objectives • Unrealistic timeframes • New technology
  • 64. Remember legacy, not scope (or cost) 1957-> 7 MIO Completed 1973 Delivery : 1963 cost $102 MIO
  • 65. One “best practice” to rule them all • Ensure a Share understanding of the problem among ALL participant
  • 66. SharePoint pitfalls • Pursuing boiling the ocean – Learning project versus knowing project • Jump to the “how” before the “what” – Technical implementation versus business value – Fixed Action Pattern • Paint with the same brush – Generation Y think everyone want web 2.0 – Engineers think everybody needs wiki’s – Record managers hate wiki’s and think everything needs to be classified – Marketing thinks everybody will use it if it looks sexy and sparkles – Some will never break the folder habit
  • 67. SharePoint pitfalls • Adaptive challenge – People tend to see what they loose over what they gain – Y: represents whatever dysfunction exist now – People love status quo.
  • 70. Benefits issue mapping Simple, intuitive, adds clarity to discussion  Limited short term memory means exploration of a complex problem unaided is confusing and error prone  All participants have an organised point of reference  We have captured decision rationale and organisational memory! Democratic - Acknowledges all contributions  Disarms “truth by repetition”  Disarms “grenade lobbing” (topic shift) Takes the interpersonal “sting” out of supporting or objecting to an idea Faster - allows a group to develop shared understanding with much less pain
  • 71. Summing up • SharePoint governance is a means to an end • Achieving Shared understanding is mandatory – Watch out for platitudes – Don’t penalize people for their learning • IBIS & Dialogue mapping are complimentary tools – Help you to facilitate groups achieving shared understanding with much less pain – Great tool to deal with divergent stakeholders views
  • 72. Feedbac http://bit.ly/BetterPatman k Thank you

Hinweis der Redaktion

  1. Enough about me, let’s talk about you.Enough about you lets talk about sunshine
  2. SP governance + successful delivery = as much art as sciencePractioners need Deep product expertise and technical skill Deep understanding of the softer side of SP delivery , the more HUMAN facets
  3. Really nice features, nice interface, we (as IT people love it)
  4. Like on a ship, you need to know where you are heading for. BUT… everybody is working individually, there is no focus on the destination.People navigate, people clean the deck, people prepare food, ..It is to technical……..Latin: gubernatio (“‘management, government’”), Ancient Greek kubernesis, "steering, pilotage, guiding" < kubernao, “‘I steer, drive, guide, pilot’”).If your read the definition of SP governance and you need to take an extra breath, then it’s TOO long
  5. Confusing means with the end. Governance = word in green star that should provide the meant to an end.Define governance: 3 – 4 paragraph definition that covers everything-> confuse problems tend to be slipperyDeep explanation (fundemental) Invent other wordPut a painpont in the star, definition doesn’t matterWhat is present stateMany Future states, why this one
  6. PS  Stop FAP (Fixed Action Pattern)A user is explaining his business case, and you just start interfering his talk and explain your idea because you think understand the need. While of course, listening is GOLD
  7. Who recognizes this diagram?
  8. Project handling like this would work in case of Project is upgrade Exchange server. Or upgrade SQL serveranybody did a thesis? first 25% library next 25% reading + thinking then anayses then write it?
  9. Suggest potential problem to understand the solution better
  10. Understand the problem Brain surgery for headache?
  11. THE PROBABILITY OF PROJECT SUCCESS IS INVERSELY PROPORTIONAL TO THE TIME TAKEN TO COME UP WITH A MEASURABLE KPI
  12. Big project
  13. How can you be sure that you (as IT) are providing the right enabler for his?YOU CAN’TIf you ask stakeholders their opinions, chances are that they vary. Examples of “improved collab” would be : Adoption of a social networking technology in the enterpriseBeing able to track telastes status of a projectBeing able to find a person with a specific expertise to help you solve a particular problemDealing with multiple future states is not only a SharePoint Governance challenge, it is the key challenge to ANY successful project
  14. You can invert it, and if it makes no logical sense (Platitude is like a mirage. It looks like a goal, but in reality it is nothingOperational
  15. Do the inversion test
  16. If you’d have it, what would it look like.
  17. Project across time.Y=uncertainty. Projects and teams usually go through a cycle of divergent thinking, followed by a period of convergent thinking as the team becomes more aligned with and the problem is better understood.The point where divergence ends and convergence starts is never clear, but what is clear is that the peak of is usually a time where project “chaos “ is at its peak
  18. Certain projects tend to diverge sharply and significantly and convergence seems almost impossible. (SP projects)They are a result of varied implicit assumptions that stakeholders have about the difference SP would bring into organization
  19. Front ends are upSQL is tunedLoad balancer is working perfectlyLatest Service packs are installled
  20. a candle, some thumbtacks, a book of matchsticks + cork wallFind out if anyone has ever heard of the candle problem and if so, politely ask them to keep quiet at this stage.task is to fix the candle to the wall and light it so that the wax doesn’t drip onto the table or floor below.
  21. The Opera House was formally completed in 1973, having cost $102 million.The original cost estimate in 1957 was $7 million. The original completion date set by the government was 1963. Thus, the project was completed ten years late and over-budget by more than fourteen times.
  22. “The ‘Holy Grail’ of effective collaboration is creating shared understanding, which is a precursor to shared commitment”