This course applies to the following platforms: SharePoint On-Premise.

This course will guide the delegate through the various phases of governance team selection, plan creation, and on-going plan maintenance. The delegate will take away a SharePoint Governance Plan document template, which will help establish the balance between proper control mechanisms and innovative use of SharePoint technologies.

Target Audience

This course is intended for those involved in the implementation, maintenance, support and use of SharePoint governance. SharePoint users and site managers, including project managers, business analysts, and those responsible for the implementation of SharePoint technologies, will benefit from this course.

At the end of this course you will be able to:

  • Build sites for SharePoint Governance.
  • Determine information and business requirements for SharePoint.
  • Define roles and skill sets within your SharePoint team.
  • Create a governance plan.
  • Understand the importance of Information Architecture in SharePoint Governance.
  • Create documentation for SharePoint operational procedures.
  • Build a stakeholder-focused communications and training plan.
  • Employ a change management process and incorporate lessons learned.

Module 1: Introduction to Governance

  • The Need for Governance
  • Definition of SharePoint Governance

Module 2: SharePoint Fundamentals

  • SharePoint 2013 Editions
  • Review of Basic SharePoint Elements
  • Build a Site for SharePoint Governance

Module 3: Establishing Model Governance Hierarchies

  • Determining Information Requirements
  • Site Hierarchies and Taxonomy
  • Addressing Scalability

Module 4: Establishing a Governance Team, Roles and Responsibilities

  • Establishing a SharePoint Governance Team
  • Establishing Individual Roles
  • Skill Set Gap Analysis

Module 5: Creating a Governance Plan

  • What Needs To Be Governed?
  • How Should It Be Governed?
  • Create a Governance Plan

Module 6: Areas of IT Governance

  • Introduction to Service Level Agreements
  • Services
  • Site Templates
  • Features
  • Self Service Site Creation
  • Web Application Permissions and Policies
  • SharePoint Designer
  • Sandboxing

Module 7: Governance and Information Architecture

  • Information Architecture and SharePoint 2013
  • Managed Metadata
  • Planning and Using Metadata in Content Types
  • The Role of Search in Governance
  • Navigation
  • Generate a Site Map using the Table of Contents Web Part

Module 8: Governance of Information Management

  • Information Management Overview
  • Document Management
  • Planning a Document Management System
  • Document Management Features in SharePoint 2013
  • Content Types
  • Workflows
  • Information Management Policies
  • Records Management

Module 9: Branding and Governance

  • Branding and Master Pages
  • Publishing Sites
  • Page Layouts
  • Themes

Module 10: Governance of Application Management

  • Solution Creation
  • SharePoint 2013 Tools for Solution Creation
  • Testing
  • Deployment

Module 11: Planning for Communication, User Adoption and Training

  • Communicating for Success
  • Stakeholder Communications
  • Training the Organisation

Module 12: Ensuring Governance

  • Applying a Change Control Mechanism
  • Scheduling Governance Reviews

Module 13 - Governance Best Practice and Checklist

  • Best Practices
  • Checklist

Appendix A

  • Sample Governance Plan

Related Training Courses

  • Microsoft SharePoint 2013 Site Administration for End Users

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