WHY SHAREPOINT GOVERNANCE IS EVERYBODY’S RESPONSIBILITY …AND PROBLEM ABOUT MIND OVER MACHINES • SharePoint Specialists Since 2002 • Handle Small To Large SharePoint/Office 365 Customers • In-house SharePoint Expertise With Over 200 SharePoint Projects • Deep Experience In Non-profit, Healthcare, Financial And Life Sciences RECOGNITION • • • • • • • • • • • • Top 100 Workplaces US Chamber of Commerce Small Business of the Year - Eastern Region NIH Merit Awards CTOs at Work: Best Technical Minds in Business Inc. 5000 Fastest-Growing Private Companies Top 50 Influential Marylander Innovator of the Year Maryland's 25 CEOs You Need to Know Maryland Power Player Top 25 IT Consulting Firm Top 5 Software Development Firm SmartCEO Smart100 SOME OF OUR CLIENTS Aegis Mobile Agora, Inc. Allegis American College of Veterinary Surgeons AOL Arbitron Arch Insurance Group Association for Manufacturing Technology Avesis Becton Dickinson Bluestone Financial Advisors Bowie State University Boxwood Technologies Broadridge Financial Services Brown Advisory Calvert Education Catholic Relief Services Ciena Corporation CIO Forum Cole Roofing Congoleum Connections Education Coppin State University CT Corporation Cystic Fibrosis Foundation Dunbar Armored Element Fleet Federal Home Loan Banks Fidelity & Guaranty Life Founders Financial FOX Broadcasting GE Capital Hanger Orthopedics Hotel Jobs Network IKEA Intuit Johns Hopkins Medicine Johns Hopkins University Kayden Premier Contracting Kearney O'Doherty Public Affairs Law Offices of Peter Angelos LearnWare Lenderking Lifebridge Health Lion Brothers Long Fence Medifast Motorola, Inc. MRO Corporation National Association of Realtors National Committee for Quality Assurance National Institutes of Health National Registered Agents, Inc. New Enterprise Associates NMS Healthcare Northeast Foods OPPNA RealTerm RME360 Roadsmith Saval Foods Sentient Medical Systems Shelter Group Softrek TBB Global Logistics Tessco US Army US Chamber of Commerce US Dept. of Health and Human Services Unisearch University of Maryland Medical System Vibrant Commercial Technologies VisionMark Whiting-Turner Contracting Wolters Kluwer Words & Numbers, Inc. Young Life Zanninos WHAT IS SHAREPOINT GOVERNANCE? SEARCH SHAREPOINT GOVERNANCE IN GOOGLE: “Governance is the set of policies, roles, responsibilities, and processes that control how an organization's business divisions and IT teams work together to achieve its goals. ” WHAT IS CORPORATE GOVERNANCE? “Describes the framework of rules, relationships, systems and processes within and by which authority is exercised and controlled in corporations.” SHAREPOINT GONE ROGUE STAY AWAY FROM COOKIE CUTTER GOVERNANCE SOME STATISTICS • 65% of the companies said they were moderately to extremely challenged in integrating SharePoint for electronic content management • 69% of the companies indicated that SharePoint was customized to fit organizational needs before deploying • 78% of respondents reported that SharePoint "user experience was inadequate" • 17.6% stated that SharePoint was "great and adequately met their needs“ • 79% of the companies primarily rely on their internal staff to resolve SharePoint issues • 56% of the companies stated that they adopted an “in-house or informal” training methodology to deploy SharePoint STARTING FROM THE TOP • If ALL the C-Level staff are not onboard…forget about it • It’s not about technology, it’s about common sense • Start with what it CAN’T do – lower expectations • Kick the consultants and vendors out of room • Somebody has to own SharePoint! WORKING WITH SHAREPOINT’S SHORTCOMINGS • Functional operation • Previous experience • Technical issues (performance, technical complexity) • Not enough expertise • Doesn’t work as a standalone product • LACK OF GOVERNANCE IN THIS CASE, MEETINGS ARE A GOOD THING Requirements Meeting Migration Meetings Training Meetings Stewardship Meetings SharePoint Installation/ Migration Begins Requirements Meeting Migration Meetings Training Meetings Stewardship Meetings ROLES & RESPONSIBILITIES PROGRAM DRIVER EXECUTIVE DRIVER Should Be: • Great at project management • Primary point of escalation • Can communicate across all departments Should Be: • Part of 90% of meetings • An active participant • An evangelist • The final point of escalation BUSINESS STEWARDS IT STEWARDS Should Be: • Familiar with SharePoint • Loud voice/clear communicators • Understand all aspects of the business Should Be: • Unbiased • Strong communicators • Attend all meetings EXAMPLE GOVERNANCE MAP SharePoint Champion CFO, CIO, CTO SharePoint Owner Communications Department SharePoint Steering Committee SharePoint Oversight Committee SharePoint Security Intranet Operations Management Content Area Owners Corporate Communications Human Resources Finance Legal Risk Management WHAT'S INCLUDED IN A GOVERNANCE PLAN? • Realistic Vision • Realistic Mission • Training Stages • Target Audience/Segmentation • Governance Model • Organizational Goals/Mile Markers • Departmental Goals/Mile Markers • Objectives • Action Plans CONTENT POLICY • Content Types • Style Acceptability • News Determinants • Formatting • Archiving • Content Management System Rules and Directions • Governance Roles & Responsibilities • Taxonomy (classification) • Site Provision/Registration IN CLOSING • Create a governance plan based on your corporate plan • Someone has to be responsible for SharePoint • Training is vital at every stage • SharePoint will not work without everyone's involvement • SharePoint adoption is a very small part THANK YOU! • Carl B. Johnson • Senior SharePoint Architect • cjohnson@mindovermachines.com • Mind Over Machines