SharePoint Governance Policies, Plans, and Documents Listing
What follows is a listing of the policies, plans, and documents that support effective SharePoint Governance. This is meant to be an effective starting point for determining what SharePoint Governance documentation you may need. It is also meant as a supporting Governance resource to help organizations understand what gaps they may have in knowledge or preparation.
The owner column represents the typical team that owns responsibility for reviewing and revising the associated document. The teams that own each document are based on a model that uses 5 Governance teams.
The Governance teams referenced are:
- Business Strategy
- Technical Strategy (Often also noted as Solution or Technology Strategy)
- Tactical Operations
- Tactical Development
- Tactical Support
The sample column contains a quick link to any available templates for the document that can serve as a starting point.
| Name | Owner | Sample(s) |
| SharePoint Vision and Goals | Business Strategy | SharePoint Vision and Goals |
| Stakeholder Interview Guide(s) | Business Strategy | Stakeholder Interview Guide (Provided by Susan Hanley) |
| Financial Policy (Funding Expectations/Cost Allocation) | Business Strategy | |
| SharePoint Release Schedule, and Communication Plan | Technical Strategy | |
| Disaster Recovery Plan | Tactical Operations | |
| Storage and Quota Policies | Tactical Operations | Site Quota Plan |
| Monitoring Plans | Tactical Operations | |
| Maintenance Plans | Tactical Operations | |
| Patch Management Process and Plan | Tactical Operations | |
| Service Level Agreements | Tactical Operations | Service Level Agreements |
| Security Policies | Tactical Operations | SharePoint Security Policy |
| Deployment Process, Policies, and Schedule | Tactical Operations | Deployment and Customization Policy |
| Promotion Process and Plan | Tactical Operations | |
| Branding Guidelines | Tactical Development | |
| SharePoint Designer Policy | Tactical Development | |
| Workflow Policy | Tactical Development | |
| Development Standards (Including OOTB vs Custom) | Tactical Development | See SPStandards |
| Development Environment Policy | Tactical Development | SharePoint Development Environments and Tools |
| Code Review Checklist | Tactical Development | Code Review Checklist |
| Testing Requirements | Tactical Development | |
| SharePoint Test Plans (or Templates) | Tactical Development | SharePoint Test Plan |
| Site Classification and Platform Classification | Tactical Support | |
| Site Collection and Site Recommendations |
Tactical Support | SharePoint Site Collection and Site Recommendations |
| Site Provisioning Process/Questionnaire/Form | Tactical Support | |
| Content Migration Process/Questionnaire/Form | Tactical Support | |
| Site Review Checklist | Tactical Support | |
| User Expectations Agreement | Tactical Support | |
| SharePoint Roles and Responsibilities | Tactical Support | Roles and Responsibilities |
| Support Policies and Agreement(s) | Tactical Support | SharePoint Support Policy |
| Training and Coaching Plans | Tactical Support | Education and Training Plan |
| MySite Policies (Especially Around Pictures) | Tactical Support | |
| User Lifecycle Policy | Tactical Support | |
| Taxonomy Management Plan | Tactical Support | |
| Social Policies | Tactical Support | See SPStandards |
| Content Standards | Tactical Support | See SPStandards |
| Legal and Compliance Policy | Tactical Support | |
| Search Management Plan | Tactical Support | |
| SharePoint Survey and Analysis (What are people in the organization using SharePoint for?) |
Tactical Support |
Additional Resources
Beyond these resources there are many sites/locations that have additional Governance resources that might help you. Here are a few of them:
- SharePoint Server 2010 Governance Resource Center
- SharePoint Server 2007 Governance Resource Center
- SharePoint Server 2010 Operations Framework and Checklists (white paper)
- Implementing Governance in SharePoint 2010 (white paper)
- SharePoint 2010 Governance Planning (white paper)
Hope this helps,
Richard Harbridge
{ 4 trackbacks }
{ 3 comments… read them below or add one }
SharePoint 2013 Governance – How-to use Site Policies
http://www.fiechter.eu/blog/Lists/Posts/Post.aspx?ID=30&mobile=0
Very Nice Information. Thanks
thank you, some very useful information here