Microsoft SharePoint 2013: Planning for Adoption and Governance

388 Pages·2013·29.55 MB·English

by  Geoff Evelyn

http://avaxhome.ws/blogs/ChrisRedfield
Microsoft SharePoint 2013:
Planning for Adoption and
Governance
Geoff Evelyn
Published with the authorization of Microsoft Corporation by:
O’Reilly Media, Inc.
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Copyright © 2013 by Geoff Evelyn
All rights reserved. No part of the contents of this book may be reproduced or transmitted in any form or by any
means without the written permission of the publisher.
ISBN: 978-0-7356-7164-5
1 2 3 4 5 6 7 8 9 LSI 8 7 6 5 4 3
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Contents at a glance
Introduction xiii
ChAPtEr 1 Aligning organizational goals and requirements 1
ChAPtEr 2 Defining the SharePoint solution scope 19
ChAPtEr 3 Planning SharePoint solution delivery 51
ChAPtEr 4 Preparing SharePoint solution User Adoption 71
ChAPtEr 5 Planning SharePoint Governance 127
ChAPtEr 6 SharePoint delivery program considerations 163
ChAPtEr 7 Organizing SharePoint delivery resources 199
ChAPtEr 8 Building a SharePoint service delivery model 229
ChaPter 9 Controlling the delivery program 261
ChAPtEr 10 SharePoint customization impacting User Adoption 285
ChAPtEr 11 Managing workshops and closing the delivery program 309
ChAPtEr 12 Maintaining the solution 327
Index 341

Contents
Introduction ....................................................xiii
Chapter 1 Aligning organizational goals and requirements 1
Understanding SharePoint goals and requirements ....................1
Using Goal Alignment methods .....................................3
Creating measurable benefits .......................................6
Ensuring that a SharePoint delivery program is legitimate ........7
Understanding tangible and intangible benefits ......................8
Measuring SharePoint benefits ................................9
Setting conditions for SharePoint delivery program satisfaction ..10
Forecasting User Adoption benefits ...........................10
Estimating demand for your SharePoint solution ...............11
Pricing ....................................................13
Estimating costs ............................................14
Creating SharePoint S.M.A.R.T. goals ...............................15
Understanding Goal Alignment and the importance of User Adoption ..17
Understanding the importance of a performance review site ..........17
Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18
Chapter 2 Defining the SharePoint solution scope 19
Creating a learning and knowledge experience ......................20
Knowing your SharePoint features ............................24
Engaging the right people ...................................28
Tying analysis to SharePoint features ...............................30
Building the user requirements document .....................35
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v
Differences in planning On-Premise versus SharePoint
Online solutions ............................................40
What makes a SharePoint delivery program successful? .........42
Creating a SharePoint solution delivery plan .........................44
Adding quality to your delivered SharePoint solution .................46
Governance ................................................47
Adoption ..................................................48
Value ......................................................48
Vision .....................................................49
ROI .......................................................49
Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49
Chapter 3 Planning SharePoint solution delivery 51
Setting up a SharePoint delivery team ..............................52
Preparing a SharePoint delivery program ...........................56
Building the SharePoint delivery plan ...............................57
Defining controls to manage SharePoint solution delivery .............62
Ascertaining progress reporting needs ........................62
Identifying who can authorize changes ........................63
Keeping the stakeholders informed ...........................63
Documenting your SharePoint implementation .................64
Establishing controls for SharePoint solution delivery ...........65
Engaging your sponsor and stakeholders ...........................66
Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69
Chapter 4 Preparing SharePoint solution User Adoption 71
Building SharePoint User Adoption strategies ........................72
Getting support from your SharePoint sponsor ......................77
Sparking excitement in your potential users .........................81
Developing Communication Plans ..................................84
vi Contents
Creating SharePoint champions ....................................91
Standardizing business needs ......................................94
Building collaborative ownership ...................................96
Understanding the importance of training ..........................98
Social networking in SharePoint 2013 ...............................99
Value Management and Value Engineering .........................104
Objectives of Value Management ............................107
Applying Value Engineering to SharePoint solutions ...........116
The importance of Value Management and Value Engineering
in SharePoint solution design ...............................122
Planning for BYOD ..............................................122
Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .125
Chapter 5 Planning SharePoint Governance 127
Creating a Governance committee ................................128
The model ................................................129
Building a SharePoint Governance committee .................130
Strategy team .............................................131
Tactical team ..............................................132
Creating a SharePoint service model. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .132
Creating platform Governance ....................................134
Creating business rules ..........................................140
Creating a SharePoint training program ............................143
Training resource requirements ..............................146
Training plan scheduling ....................................147
Communication and support ................................148
Technical training ..........................................148
Using web analytics and auditing to provide substance to
Governance ....................................................149
Understanding IT consumerization Governance .....................151
Contents vii
Lost devices ...............................................155
Lost IP ....................................................155
Security breaches ..........................................155
Information leaks ..........................................156
Patching of mobile devices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .156
Creating policies for mobile device use .......................156
Getting the users involved ..................................156
Building the Statement of Operations .............................158
Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .162
Chapter 6 SharePoint delivery program considerations 163
Managing change in the SharePoint delivery program ...............163
Understanding the importance of information architecture ..........169
Building your search strategy .....................................172
Understanding geographical boundary implications .................174
Understanding why you need platform deployment documentation ..182
Understanding the key SharePoint 2013 concepts ...................184
Topology .................................................185
Considering SharePoint 2010 migration ......................187
Building the platform deployment document .......................187
Platform Overview .........................................188
Functional Requirements ...................................188
Performance Requirements .................................189
Human Requirements ......................................191
System Management Requirements ..........................191
Availability, Reliability, and Maintenance ......................192
Interface Requirements .....................................193
Test Requirements .........................................194
Design Constraints .........................................196
Documentation, installation, and integration testing ...........197
Integration and hardware testing ............................197
Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .198
viii Contents