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Governance is NOT
an Option!
Stacy L. Deere-Strole, MVP
Focal Point Solutions, LLC
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
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
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
What Does Governance Mean?
The Definition
The set of policies, roles, responsibilities, and
processes that control how an organization works
together to achieve their goals.
Governance
is NOT!
OFFICE 365
Site: https://bit.ly/2HxAfmv
IMPACTS OF
OFFICE 365
Where Does it Start?
What Should Have Governance?
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
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
Common Areas Missed
•Handling Exceptions
•Security Review
•Project Management
•Governance
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:
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?
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?
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.
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/
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
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 
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
Built-In O365 Governance
• Message Center
• Security & Compliance
• Actionable Views
• Export Reports (.csv)
Governance Site 3.0
ARE YOU READY??
https://1drv.ms/f/s!AmQKdlQapV3PgaJQtUvIQu3zyUU8rQ
All Yours – Now Get Started!
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
Beer Authority
300 W 40h St
[across the street]
Join us for a round of drinks
http://www.beerauthoritynyc.com
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

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Governance is Not An Option

  • 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
  • 4.
  • 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
  • 7. The Definition The set of policies, roles, responsibilities, and processes that control how an organization works together to achieve their goals.
  • 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)
  • 25.
  • 26. Governance Site 3.0 ARE YOU READY??
  • 27.
  • 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

Editor's Notes

  1. How many times do you see something like this, but never use the word Governance? Why Do people choose not to use the Word Governance? Dirty Word or a Scary Word Some Options to Utilize: Guidelines SOP Policies Some really make building Governance harder than it really is.
  2. File upload limit 2 GB per file. File attachment size limit 250 MB Public Website storage default 5 GB (However, Public sites are going away so beware!!) A SharePoint admin can allocate up to 1 TB (the limit for a site collection).
  3. Security, Admin Same Policies for users also applies to Developers…..They are not special…. One Depart would start purchasing products to solve a problem, when another department already had a product to solve the same problem….
  4. How to handle exceptions Every company is different.
  5. List a couple
  6. SPDockIT SPDocKit Acceleratio Ltd. http://www.spdockit.com  
  7. Great Start and outline of what an Average Company will need Starts the brain juices flowing on other areas that need to be addressed. Start Discovery what your company needs…. Start small…… Low hanging fruit….. Turn it into an Agile Story… As an End User, I would like to receive a resolution to my SharePoint Issue Within 3 business days. ITS S.M.A.R.T
  8. Workflow to remind of when a policy doc needs to be reviewed Refresh Governance Team – New Perspectives