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A Survivors Guide to
Implementing SharePoint
SharePoint Survivor: Donald Donais
Technical Educator
ddonais@benchmarklearning.com
Blog – Tales From the IT Side
http://talesfromitside.wordpress.com
@dondonais
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The SharePoint Survivors Agenda
• Step 1: Choosing the Best Implementation Path
• Step 2: Governance vs. Best Practices
• Step 3: Deciding on the Purpose of SharePoint
• Step 4: SharePoint Policy
• Step 5: Implementation of SharePoint
• What did we learn?
• Governance Resources
CHOOSING THE BEST
IMPLEMENTATION PATH
3
Methods Used
GOVERNANCE VS. BEST
PRACTICES
4
Governance Is
Roles Responsibilities Policies
Defined as:
• Project Management
• Control
• Change Management
Used with:
• Service Level Agreements
• Operational Level Agreements
• Contracts
Best Practices Is
Let’s Do Things the Right Way!
Site Configuration
Navigation Elements
MySites Search
You Are
Here
Need to
Get
Here!
5
Work Together
• Cannot have one without the other
• Established Best Practices
– What should be done!
• Established Governance
– The Teeth behind
Best Practices
SharePoint
Governance
SharePoint Best
Practices
DECIDING ON THE PURPOSE
OF SHAREPOINT
6
SharePoint As A Service
Who’s Point of View?
SharePoint
User Document
Management
Collaboration
Dashboards
Social Networking
Archiving
IT Staff Web Front
End Servers
Routers, Hubs & Switches
SQL Server (s)
Clients
Internet Browser
What Does SharePoint As a Service
Include?
• Internal
Communication
• Collaboration
Service
• Document
Management
• Search
• Archive
• Social Networking
Service
• Video and Media
Service
• Form Service
• Report/BI Service
• Project Service
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SHAREPOINT POLICY
Building SharePoint Policy
Determine Intent and Purpose of SharePoint
• Business Pain Points
• SharePoint Catalog
Determine Business Stakeholders
• Who will champion SharePoint on the Business side?
Create and Document Governance Structure
• Policy and Procedures established with SharePoint
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Implementation Timeline
SharePoint Training
SharePoint Administrator
SharePoint Developers
SharePoint Site Collection
SharePoint Site Manager
SharePoint End User
Information Architecture
Metadata/Managed Metadata
Sites, Libraries/Lists, Groups
Navigation
MySites – Public vs. Private
Target Audience
Search – Keyword, Best Bets
SharePoint Structure
Hierarchical
Teams
Departments
Process
Project Based
Governance Plan
SharePoint Administrator
SharePoint Developer
SharePoint Web Content Mgr.
SharePoint Site Collection Mgr.
SharePoint Site Manager
Implementation Timeline
SharePoint Training
SharePoint Administrator
SharePoint Developers
SharePoint Site Collection
SharePoint Site Manager
SharePoint End User
Information Architecture
Metadata/Managed Metadata
Sites, Libraries/Lists, Groups
Navigation
MySites – Public vs. Private
Target Audience
Search – Keyword, Best Bets
Hierarchical
Teams
Departments
Process
Project Based
Governance Plan
9
Implementation Timeline
SharePoint Training
SharePoint Administrator
SharePoint Developers
SharePoint Site Collection
SharePoint Site Manager
SharePoint End User
Metadata/Managed Metadata
Sites, Libraries/Lists, Groups
Navigation
MySites – Public vs. Private
Target Audience
Search – Keyword, Best Bets
Governance Plan
Implementation Timeline
SharePoint Administrator
SharePoint Developers
SharePoint Site Collection
SharePoint Site Manager
SharePoint End User
Governance Plan
10
Implementation Timeline
Governance Plan
SharePoint Administrator
SharePoint Developers
SharePoint Site Collection
SharePoint Site Manager
SharePoint End User
Metadata/Managed Metadata
Sites, Libraries/Lists, Groups
Navigation
MySites – Public vs. Private
Target Audience
Search – Keyword, Best Bets
Hierarchical
Teams
Departments
Process
Project Based
Governance Plan
SharePoint Administrator
SharePoint Developer
SharePoint Web Content Mgr.
SharePoint Site Collection Mgr.
SharePoint Site Manager
Implementation Timeline
11
IMPLEMENTATION OF
SHAREPOINT
SharePoint Training
SharePoint Admin/Developer
Site Collection
End User General
End User Site Specific
Site Manager
End User Maintenance
12
Information Architecture
Information Architecture
13
Information Architecture
Sites
Library or List
Groups or
Folders
Views
INFORMATION
ARCHITECTURE
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What Did We Learn?
• Step 1: Choosing the Best Implementation Path
• Step 2: Governance vs. Best Practices
• Step 3: Deciding on the Purpose of SharePoint
• Step 4: SharePoint Policy
• Step 5: Implementation of SharePoint
Governance Resources:
• Microsoft Best Practices Resource Center
– http://tinyurl.com/MSSPBestPract
• Microsoft Governance Resource Center
– http://tinyurl.com/MSSPGovern
• Joel Oleson SharePoint Governance
– http://tinyurl.com/SPJoelGovern
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Questions?
Donald Donais
ddonais@benchmarklearning.com
Blog – Tales From the IT Side
http://talesfromitside.wordpress.com
@dondonais
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