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Key Governance Considerations in a SharePoint Deployment

January 23, 2009
Taken from Joel Oleson’s Sharepoint Blog…

Key Governance Considerations in a SharePoint Deployment 

Having been involved in a number of deployments, there are some key things to consider.  Here are some of my key deployment considerations to governance & management.


  • Quota – to encourage storage management, if not manage your disk space and search relevancy
  • Usage Policies – what is ok, SharePoint Designer, Custom web parts, SQL data sources in dataviews, what types of sites do you provision, who can own a site?
  • Data/Site Retention policies – How long does data that isn’t accessed or categorized or even used for a couple of years stick around?
  • Web Part/Development policies – Ownership, support, deployment?
  • Meta Data Capture & Content Types – How can you get the best data out of your users?
  • Managed Approach to deployment (top down) – What is our enterprise search story, what is our browse, site map and site directory story… What do the departments in my company use for aggregation?
  • Global Considerations – Shared Services, WAN and end user performance levels, enteprise search considerations
  • Solutions Deployment packaging best practices and rules to live by – How can we consistently deploy web parts, site definition changes
  • Branding – how can we consistently have a good experience for our end users and keep the sense of company ownership
  • Stakeholder and ownership – who should be involved in these decisions
  • SSP Delegation models – Who owns Search and relevancy (best bets), who owns the profiles (company directory), who owns the BDC (business data catalog) connections to our SAP, who get’s safe locations for Excel published charts, spreadsheets
  • Communications plan – who do we communicate to, when and how often and what? 
  • End User Education Plan – Is there an FAQ, training materials, brown bags, web sites?

I recommend going through this list, and adding more of your own, then building a governance worksheet or "Green book" that helps bring the stakeholders together.  See attached for an outline to get you started.



 Attachment(s): Sample SharePoint Governance Plan.doc

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