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1040 - SharePoint Governance, Planning and Oversight
Governance is not just backup, restore and picking with SharePoint features to support.

Instructor Requirements

This is not a class where an instructor with basic SharePoint skills can read the slides to the class. The instructor needs to have real business experience and be well versed in not only SharePoint, but content managment, legal compliance, corporate business systems and much more. The instructor makes this course a success. We highly recommend that your instructor attend, in person or remotely, one of MAX's public governance classes.

To Purchase

Contact MAX.

Course #:1040

Number of Days: 2-3
    (up to 5 for private consulting and training sessions)




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 class will focus on governance of content stored and used within SharePoint 2007 and 2010. 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.
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
The course covers:
  • Windows SharePoint Services 3.0 (WSS)
  • Microsoft Office SharePoint Server 2007
  • SharePoint Foundation 2010
  • SharePoint Server 2010
  • and in general, corporate and organization intellectual property governance



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.

  • This class includes four team oriented problem solving labs to explore real world governance problems and to create a governance plan.


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: Introduction
  • What is SharePoint? WSS, MOSS, SharePoint 2010...
  • 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
  • Terminology in this class: WSS, MOSS, SOA, ITIL.....
Module: 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: Project Management
  • Project Management and Governance
  • ITIL?
  • Resources available
Module: 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: Security
  • What's at risk?
  • The SharePoint security model
  • Security at the server
Module: 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: Taxonomy
  • Taxonomy, a definition
  • Types of taxonomies
  • Who should create and own the corporate taxonomies?
  • Tools to support taxonomies in SharePoint 2007 (content types, site columns, third party tools)
  • Tools to support taxonomies in SharePoint 2010
  • Resources available
Module: Planning the Information Architecture
  • Applications, Site Collections or Sites
  • Planned or open (the wild, wild, West!)
  • Resources available
Module: Farm Administration
  • Resource planning
  • Scalability
  • Disaster planning and disaster recovery
  • Resources available
Module: SharePoint Administration
  • Procedures and tools for new sites
  • Procedures and tools for monitoring SharePoint
  • Backup requirements
  • Resources available
Module: Training and Support
  • End user training and support
  • Extended training needed for SharePoint 2010
  • Office and SharePoint integration
  • Resources available
Module: Content Management
  • Content life spans
  • Approval processes
  • Content Types and metadata
  • Resources available
Module: The Internet
  • SharePoint and the internet

Module: Everything else you need to consider
  • Driving adoption
  • Where do you go from here...
  • Resources available