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Practical SharePoint 2013 Governance

Book Description

Practical SharePoint 2013 Governance is the first book to offer practical and action-focused SharePoint governance guidance based on consulting experiences with real organizations in the field. It provides the quintessential governance reference guide for SharePoint consultants, administrators, architects, and anyone else looking for actual hands-on governance guidance. This book goes beyond filling in a governance document template and focuses entirely on actions to take and behaviors to adopt for addressing real-world governance challenges.

  • Walks you through how to define what SharePoint offers and who is involved

  • Offers key governance strategies for you to adopt or advise to your customers

  • Provides real-world examples that apply each governance concept to an actual scenario

  • What you'll learn

  • Define a scope to offer SharePoint as a service to an organization

  • Specify roles and responsibilities involved in a SharePoint service

  • Envision and strategize a SharePoint roadmap

  • Plan for growing and upgrading a SharePoint environment

  • Measure and report on performance metrics

  • Set boundaries for development standards and testing processes

  • Who this book is for

    Practical SharePoint 2013 Governance is for SharePoint consultants,administrators, architects, and anyone else looking for actual hands-on governance guidance. It is an excellent choice for people who like action-focused concepts or who want to go beyond documentation and theory. This book is a fantastic choice for anyone looking for agile ideas to put into practice without necessarily embarking on a lengthy governance exercise upfront.

    Table of Contents

    1. Title Page
    2. Dedication
    3. Contents at a Glance
    4. Contents
    5. About the Author
    6. About the Technical Reviewer
    7. Acknowledgments
    8. Introduction
    9. PART I: Orientating SharePoint Governance
      1. CHAPTER 1: Understanding SharePoint Governance
        1. Reclaiming Governance
        2. Who This Book Is For
        3. How This Book Is Organized
        4. What Is Governance?
        5. How Much Governance Is Enough?
        6. Where Should You Start?
        7. Governance and SharePoint 2013
        8. Consultant Comrade
        9. Inside Story: Notes from the Field
        10. Wrapping Up
    10. PART II: Defining the SharePoint Service
      1. CHAPTER 2: Defining Your SharePoint Service and Service Tiers
        1. Why Define Your Service?
        2. Adopting a Service Focus
        3. Determining the Scope of Your SharePoint Service
        4. Identifying Different Service-Levels for Different Needs
        5. Designing Your Service Levels
        6. Organizing Your Service Requests
        7. Prioritizing a Service Request Ticket’s Priority
        8. Using Service Request Priorities
        9. Designing a Chargeback System
        10. Identifying Your Maintenance Windows and Availability Needs
        11. Consultant Comrade
        12. Inside Story: Notes from the Field
        13. Wrapping Up
      2. CHAPTER 3: Determining Your SharePoint Features and Functionality
        1. Understanding the Feature Evolution in SharePoint
        2. What’s New in SharePoint 2013?
        3. Overview of Core Capability Areas
        4. Mapping Your Features to Business Value
        5. Planning for and Limiting Features
        6. Enabling Features Gradually
        7. Deciding Which SharePoint Features to Enable
        8. Consultant Comrade
        9. Inside Story: Notes From the Field
        10. Wrapping Up
      3. CHAPTER 4: Establishing Your Team’s Roles and Responsibilities
        1. Understanding the Roles and Responsibilities Need
        2. Identifying Roles and Responsibilities
        3. Identifying Roles for Your SharePoint Service
        4. Identifying Roles Your SharePoint Service Depends On
        5. Using a RACI Chart
        6. Ensuring End-to-End Coverage
        7. Formalizing Your Communication Protocols
        8. Creating a Service Level Agreement
        9. Documenting a Governance Plan
        10. Consultant Comrade
        11. Inside Story: Notes from the Field
        12. Wrapping Up
      4. CHAPTER 5: Shaping Your User Readiness and Training
        1. Planning for Readiness
        2. Understanding the Types of Training Available
        3. Planning Readiness for Your Operations Team
        4. Approaching In-house Training Initiatives
        5. Considerations for Classroom and Online Training
        6. Peer Mentoring
        7. How to Be a Peer Mentor
        8. Preparing Training Specifically for End-Users
        9. Designing Custom Training
        10. Considerations for User Adoption
        11. Offering Quick Start End-User Guides
        12. Consultant Comrade
        13. Inside Story: Notes from the Field
        14. Wrapping Up
      5. CHAPTER 6: Measuring and Reporting on Your SharePoint Service Performance
        1. Measuring and Reporting
        2. Understanding Your System’s Availability
        3. Establishing Time Targets
        4. Measuring and Reporting on Operational Metrics
        5. Measuring and Reporting on Performance Metrics
        6. Planning Your Incident Response
        7. Approaching a Root-Cause Analysis
        8. A Sample Root-Cause Analysis Report
        9. Conducting a Retrospective on Incidents
        10. Monitoring and Tuning the Service over Time
        11. Consultant Comrade
        12. Inside Story: Notes from the Field
        13. Wrapping Up
    11. PART III: Expanding the SharePoint Service
      1. CHAPTER 7: Creating Your SharePoint Roadmap
        1. Eating the SharePoint Elephant
        2. Understanding a Roadmap’s Value
        3. Starting with a Roadmap
        4. Assessing Your Operational Maturity Level
        5. Assessing Capability Maturity Levels
        6. Understanding Capability Gaps
        7. Determining Your Big Picture Feature Areas
        8. Understanding Your Users’ Capacity for Change
        9. Pacing Your Changes and Transformation
        10. Considering System and Infrastructure Upgrade Cycles
        11. Creating a Visual Summary Infographic
        12. Creating a Roadmap
        13. Consultant Comrade
        14. Inside Story: Notes from the Field
        15. Wrapping Up
      2. CHAPTER 8: Promoting a Feedback Process
        1. Valuing Feedback
        2. Capturing User Feedback
        3. Designing and Using SharePoint Surveys
        4. Designing Custom User Feedback Solutions
        5. Gathering System-Generated User Feedback
        6. Interviewing Users for Feedback
        7. Shadowing Users and Analyzing Business Processes
        8. Building Internal Evangelists
        9. Consultant Comrade
        10. Inside Story: Notes from the Field
        11. Wrapping Up
      3. CHAPTER 9: Managing Your SharePoint Demand Funnel
        1. Funneling Demand
        2. Setting Boundaries and User Expectations
        3. Creating a Request Triage
        4. Capturing Requests
        5. Mapping Requests Back to Your Roadmap
        6. Building a Parking Lot List for Future Enhancements
        7. Forecasting Upgrades and New Versions
        8. Evaluating Third-Party Products
        9. Piloting Enhancements
        10. Estimating Cost-Benefits and Business Value
        11. Meeting Demand and Fulfilling User Needs
        12. Consultant Comrade
        13. Inside Story: Notes from the Field
        14. Wrapping Up
      4. CHAPTER 10: Growing Your SharePoint Service
        1. Continuously Evolving and Growing SharePoint
        2. Understanding Scalability
        3. Planning for Growth and Scalability
        4. Understanding the Infrastructure Components
        5. Adding Servers to a SharePoint Farm
        6. Allocating Services and Servers
        7. Approaching a New Service Capability
        8. Planning for Subordinate Farms
        9. Consultant Comrade
        10. Inside Story: Notes from the Field
        11. Wrapping Up
      5. CHAPTER 11: Preparing for SharePoint Upgrades and Patches
        1. Inevitability of Patches and Upgrades
        2. Painting Away from the Corner
        3. Maintaining Product Supportability
        4. Planning for Cumulative Updates and Service Packs
        5. Building a Rollback Plan
        6. Planning and Preparing for Major Version Upgrades
        7. Performing Test Upgrades
        8. Naming Your Databases for the Future
        9. Consultant Comrade
        10. Inside Story: Notes from the Field
        11. Wrapping Up
    12. PART IV: Customizing the SharePoint Service
      1. CHAPTER 12: Committing Sponsorship and Ownership of Customizations
        1. Sponsoring Governance
        2. Importance of Ownership
        3. Requiring Sponsors for Any Customizations
        4. Establishing Ownership and a Chain of Custody
        5. Charging Customization and Development Funding
        6. Considerations for Global Customizations
        7. Utilizing the Apps for SharePoint Catalog
        8. Delegating Ownership to Site Administrators
        9. Consultant Comrade
        10. Inside Story: Notes from the Field
        11. Wrapping Up
      2. CHAPTER 13: Facilitating and Isolating End-User Customizations
        1. Predicting Doom
        2. Empowering End-Users
        3. Planning Default Site Experiences
        4. Delegating Access Control and Site Management
        5. Planning Safe and Isolated End-User Containers
        6. Limiting the Support Demands of Customizations
        7. Understanding Apps for SharePoint
        8. Consultant Comrade
        9. Inside Story: Notes from the Field
        10. Wrapping Up
      3. CHAPTER 14: Designing Your Development Standards and Testing Processes
        1. Involving an Architect
        2. Starting with Global Availability in Mind
        3. Deciding Between SharePoint Solutions and Apps
        4. Setting Developer Boundaries and Standards
        5. Instrumenting and Tracing Code
        6. Designing Testing Processes
        7. Test-Driven Development and SharePoint
        8. Automating Code Quality Checks
        9. Consultant Comrade
        10. Inside Story: Notes from the Field
        11. Wrapping Up
      4. CHAPTER 15: Framing Your Information Architecture and UI Standards
        1. Function over Form
        2. Designing Consistent and Intuitive User Interfaces
        3. Structuring a Functional Navigation
        4. Defining Controlled Vocabularies
        5. Building an Enterprise Taxonomy
        6. Standardizing Document Templates and Metadata
        7. Designing People and Profile Data
        8. Creating a Data Dictionary
        9. Consultant Comrade
        10. Inside Story: Notes from the Field
        11. Wrapping Up
      5. CHAPTER 16: Coordinating Your Code Promotion and Release Processes
        1. Promoting Code Through Environments
        2. Automating Builds and Integration Testing
        3. Understanding Your Tolerance for Deployment Risk
        4. Building Your Release Management Maturity Level
        5. Designing a User Acceptance Testing Environment
        6. Using Multiple Environments for Testing and Staging
        7. Considerations for Change Management
        8. Considerations for Rollback Planning
        9. Consultant Comrade
        10. Inside Story: Notes from the Field
        11. Wrapping Up
      6. APPENDIX A: Rapid Concepts
        1. Chapter 1 In Brief
        2. Chapter 2 In Brief
        3. Chapter 3 In Brief
        4. Chapter 4 In Brief
        5. Chapter 5 In Brief
        6. Chapter 6 In Brief
        7. Chapter 7 In Brief
        8. Chapter 8 In Brief
        9. Chapter 9 In Brief
        10. Chapter 10 In Brief
        11. Chapter 11 In Brief
        12. Chapter 12 In Brief
        13. Chapter 13 In Brief
        14. Chapter 14 In Brief
        15. Chapter 15 In Brief
        16. Chapter 16 In Brief
        17. Final Thoughts
    13. Index