1. The Dirtiest Word In SharePoint: Governance!

2. Platinum Sponsors

3. Platinum Sponsors

4. Attendee Shirts

5. Join us for SharePint! Immediately after the event!
Dave & Busters D and B Drive SE Marietta, GA 30067

6. Gold Sponsors

7. Trace Armstrong @TraceBArmstrong
10 years of Web Development Experience
7 years in Microsoft related projects (SharePoint, CRM Dynamics, SQL, Azure)
Concentration in UI/UX, Architecture Planning, Governance, Document Retention and Consulting
@TraceBArmstrong

8. Funny, yet sadly true

9. What is SharePoint Governance?
A set of standards outlining the administration, maintenance, and support of a SharePoint or Office365 environment.
This includes: Server Maintenance, Architecture, REQUIREMENTS, and Document Retention

10. Best Practices
Involve the Line of Business in the conversation early and often
Identify the high level divisions, departments, etc. and use an organizational chart to help discover your high-level buckets
Use libraries, then metadata relevant to those high-level buckets to achieve granularity in smaller areas of the organization

12. Requirements Determine what is best for your organization
Who is in charge?
How granular is your data?
Do we use a Record Center?
Do we use Workflows?
2. Understand it is a marathon and not a sprint
It takes time
It takes a champion
It takes a vision
It takes planning
It takes people buying in

13. Who is in charge?
There has to be a single person at the top of the decision-making tree in the organization
There has to be people in the various departments present to communicate their needs and policies when it comes to retention and how long documents should be listed as active and not archived
BA or IT representative to set proper expectations

14. How granular is your data?
Will vary across your organization
The more general your high-level policies, the better
Use more Document Libraries to create better data sorting
Use Site Columns and Managed Metadata lists within libraries to help with searching and finding data

15. The Record Center Archived Data Better lifecycle management
Policy Management
Routing and sorting
Hold Lists
Keeps your active sites and libraries free of data you may need as a record but not in active editing/collaborating

16. Workflows Define complexity of workflows
Do not design workflows to send notifications to individual users
Create Active Directory roles or other SharePoint Group roles

17. Demo

18. Tips Governance and Records Management is a marathon, not a sprint
Use Metadata
Define Policies and document them before implementing
Use Groups and Roles for Permissions
Do enjoy the rest of your SharePoint Saturday experience!