Practical SharePoint 2013 Governance

359 Pages·2013·3.91 MB·English

by  Steve Goodyear (auth.)

Practical SharePoint
2013 Governance
Steve Goodyear
Apress
Practical SharePoint 2013 Governance
Copyright © 2013 by Steve Goodyear
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To my fellow SharePoint freedom fighters, fighting a thousand battles with very little back up
and not enough support. I have some of the ammo you need right here, my friends.
Contents at a Glance
About the Author ..............................................................................................................xvii
About the Technical Reviewer ...........................................................................................xix
Acknowledgments .............................................................................................................xxi
Introduction .....................................................................................................................xxiii
(cid:78) Part I: Orientating SharePoint Governance ...................................................1
(cid:78) Chapter 1: Understanding SharePoint Governance ............................................................3
(cid:78) Part II: Defining the SharePoint Service .....................................................15
(cid:78) Chapter 2: Defining Your SharePoint Service and Service Tiers ......................................17
(cid:78) Chapter 3: Determining Your SharePoint Features and Functionality .............................39
(cid:78) Chapter 4: Establishing Your Team’s Roles and Responsibilities ....................................65
(cid:78) Chapter 5: Shaping Your User Readiness and Training ....................................................89
(cid:78) Chapter 6: Measuring and Reporting on Your SharePoint Service Performance ...........109
(cid:78) Part III: Expanding the SharePoint Service ...............................................131
(cid:78) Chapter 7: Creating Your SharePoint Roadmap .............................................................133
(cid:78) Chapter 8: Promoting a Feedback Process ...................................................................153
(cid:78) Chapter 9: Managing Your SharePoint Demand Funnel .................................................171
(cid:78) Chapter 10: Growing Your SharePoint Service ..............................................................191
(cid:78) Chapter 11: Preparing for SharePoint Upgrades and Patches .......................................211
v
(cid:78) CONTENTS AT A GLANCE
(cid:78) Part IV: Customizing the SharePoint Service ............................................231
(cid:78) Chapter 12: Committing Sponsorship and Ownership of Customizations .....................233
(cid:78) Chapter 13: Facilitating and Isolating End-User Customizations ..................................253
(cid:78) Chapter 14: Designing Your Development Standards and Testing Processes ...............273
(cid:78) Chapter 15: Framing Your Information Architecture and UI Standards .........................291
(cid:78) Chapter 16: Coordinating Your Code Promotion and Release Processes ......................313
(cid:78) Appendix A: Rapid Concepts ..........................................................................................325
Index .................................................................................................................................343
vi
Contents
About the Author ..............................................................................................................xvii
About the Technical Reviewer ...........................................................................................xix
Acknowledgments .............................................................................................................xxi
Introduction .....................................................................................................................xxiii
(cid:78) Part I: Orientating SharePoint Governance ...................................................1
(cid:78) Chapter 1: Understanding SharePoint Governance ............................................................3
Reclaiming Governance.................................................................................................................3
Who This Book Is For .....................................................................................................................5
How This Book Is Organized ..........................................................................................................5
What Is Governance?.....................................................................................................................6
How Much Governance Is Enough? ...............................................................................................7
Where Should You Start? ...............................................................................................................8
Governance and SharePoint 2013 .................................................................................................9
Consultant Comrade ....................................................................................................................12
Inside Story: Notes from the Field ...............................................................................................13
Wrapping Up ................................................................................................................................14
(cid:78) Part II: Defining the SharePoint Service .....................................................15
(cid:78) Chapter 2: Defining Your SharePoint Service and Service Tiers ......................................17
Why Define Your Service? ...........................................................................................................17
Adopting a Service Focus ............................................................................................................18
Determining the Scope of Your SharePoint Service ....................................................................19
Identifying Different Service-Levels for Different Needs .............................................................21
vii
(cid:78) CONTENTS
Designing Your Service Levels ....................................................................................................23
Organizing Your Service Requests...............................................................................................25
Prioritizing a Service Request Ticket’s Priority ............................................................................27
Using Service Request Priorities .................................................................................................28
Designing a Chargeback System.................................................................................................30
Identifying Your Maintenance Windows and Availability Needs ..................................................33
Consultant Comrade ....................................................................................................................35
Inside Story: Notes from the Field ...............................................................................................36
Wrapping Up ................................................................................................................................37
(cid:78) Chapter 3: Determining Your SharePoint Features and Functionality .............................39
Understanding the Feature Evolution in SharePoint ....................................................................39
What’s New in SharePoint 2013? ................................................................................................41
Overview of Core Capability Areas ..............................................................................................49
Mapping Your Features to Business Value ..................................................................................52
Planning for and Limiting Features .............................................................................................56
Enabling Features Gradually .......................................................................................................58
Deciding Which SharePoint Features to Enable ..........................................................................60
Consultant Comrade ....................................................................................................................61
Inside Story: Notes From the Field ..............................................................................................63
Wrapping Up ................................................................................................................................64
(cid:78) Chapter 4: Establishing Your Team’s Roles and Responsibilities ....................................65
Understanding the Roles and Responsibilities Need ...................................................................65
Identifying Roles and Responsibilities .........................................................................................67
Identifying Roles for Your SharePoint Service .............................................................................69
Identifying Roles Your SharePoint Service Depends On ..............................................................72
Using a RACI Chart ......................................................................................................................73
Sample SharePoint Deployment RACI Charts ......................................................................................................75
Sample SharePoint Operations RACI Charts ........................................................................................................78
Adapting the Sample RACI Charts .......................................................................................................................81
viii
(cid:78) CONTENTS
Ensuring End-to-End Coverage ...................................................................................................82
Formalizing Your Communication Protocols ................................................................................83
Creating a Service Level Agreement ...........................................................................................84
Documenting a Governance Plan ................................................................................................85
Consultant Comrade ....................................................................................................................86
Inside Story: Notes from the Field ...............................................................................................87
Wrapping Up ................................................................................................................................88
(cid:78) Chapter 5: Shaping Your User Readiness and Training ....................................................89
Planning for Readiness ...............................................................................................................89
Understanding the Types of Training Available ............................................................................90
Planning Readiness for Your Operations Team ............................................................................91
Approaching In-house Training Initiatives ...................................................................................93
Considerations for Classroom and Online Training ......................................................................95
Peer Mentoring ............................................................................................................................96
Fitting Peer Mentoring into the Team ..................................................................................................................97
How to Be a Peer Mentor ............................................................................................................99
Preparing Training Specifically for End-Users ...........................................................................100
Designing Custom Training ........................................................................................................101
Considerations for User Adoption ..............................................................................................104
Offering Quick Start End-User Guides .......................................................................................105
Consultant Comrade ..................................................................................................................106
Inside Story: Notes from the Field .............................................................................................106
Wrapping Up ..............................................................................................................................107
(cid:78) Chapter 6: Measuring and Reporting on Your SharePoint Service Performance ...........109
Measuring and Reporting ..........................................................................................................109
Understanding Your System’s Availability .................................................................................110
Establishing Time Targets ..........................................................................................................112
Measuring and Reporting on Operational Metrics .....................................................................113
ix
(cid:78) CONTENTS
Measuring and Reporting on Performance Metrics ..................................................................114
Planning Your Incident Response ..............................................................................................118
Approaching a Root-Cause Analysis ..........................................................................................119
A Sample Root-Cause Analysis Report ......................................................................................121
SharePoint Outage: Root-Cause Analysis ..........................................................................................................122
Conducting a Retrospective on Incidents ..................................................................................122
Monitoring and Tuning the Service over Time ...........................................................................124
Consultant Comrade ..................................................................................................................126
Inside Story: Notes from the Field .............................................................................................127
Wrapping Up ..............................................................................................................................129
(cid:78) Part III: Expanding the SharePoint Service ...............................................131
(cid:78) Chapter 7: Creating Your SharePoint Roadmap .............................................................133
Eating the SharePoint Elephant .................................................................................................133
Understanding a Roadmap’s Value ............................................................................................134
Starting with a Roadmap ...........................................................................................................136
Assessing Your Operational Maturity Level ...............................................................................138
Assessing Capability Maturity Levels ........................................................................................140
Understanding Capability Gaps .................................................................................................144
Determining Your Big Picture Feature Areas .............................................................................145
Understanding Your Users’ Capacity for Change .......................................................................145
Pacing Your Changes and Transformation .................................................................................146
Considering System and Infrastructure Upgrade Cycles ...........................................................147
Creating a Visual Summary Infographic ....................................................................................148
Creating a Roadmap ..................................................................................................................150
Consultant Comrade ..................................................................................................................150
Inside Story: Notes from the Field .............................................................................................151
Wrapping Up ..............................................................................................................................152
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