- Title Page
- Dedication
- Contents at a Glance
- Contents
- About the Author
- About the Technical Reviewer
- Acknowledgments
- Introduction
- PART I: Orientating SharePoint Governance
- PART II: Defining the SharePoint Service
- CHAPTER 2: Defining Your SharePoint Service and Service Tiers
- Why Define Your Service?
- Adopting a Service Focus
- Determining the Scope of Your SharePoint Service
- Identifying Different Service-Levels for Different Needs
- Designing Your Service Levels
- Organizing Your Service Requests
- Prioritizing a Service Request Ticket’s Priority
- Using Service Request Priorities
- Designing a Chargeback System
- Identifying Your Maintenance Windows and Availability Needs
- Consultant Comrade
- Inside Story: Notes from the Field
- Wrapping Up
- CHAPTER 3: Determining Your SharePoint Features and Functionality
- Understanding the Feature Evolution in SharePoint
- What’s New in SharePoint 2013?
- Overview of Core Capability Areas
- Mapping Your Features to Business Value
- Planning for and Limiting Features
- Enabling Features Gradually
- Deciding Which SharePoint Features to Enable
- Consultant Comrade
- Inside Story: Notes From the Field
- Wrapping Up
- CHAPTER 4: Establishing Your Team’s Roles and Responsibilities
- Understanding the Roles and Responsibilities Need
- Identifying Roles and Responsibilities
- Identifying Roles for Your SharePoint Service
- Identifying Roles Your SharePoint Service Depends On
- Using a RACI Chart
- Ensuring End-to-End Coverage
- Formalizing Your Communication Protocols
- Creating a Service Level Agreement
- Documenting a Governance Plan
- Consultant Comrade
- Inside Story: Notes from the Field
- Wrapping Up
- CHAPTER 5: Shaping Your User Readiness and Training
- Planning for Readiness
- Understanding the Types of Training Available
- Planning Readiness for Your Operations Team
- Approaching In-house Training Initiatives
- Considerations for Classroom and Online Training
- Peer Mentoring
- How to Be a Peer Mentor
- Preparing Training Specifically for End-Users
- Designing Custom Training
- Considerations for User Adoption
- Offering Quick Start End-User Guides
- Consultant Comrade
- Inside Story: Notes from the Field
- Wrapping Up
- CHAPTER 6: Measuring and Reporting on Your SharePoint Service Performance
- Measuring and Reporting
- Understanding Your System’s Availability
- Establishing Time Targets
- Measuring and Reporting on Operational Metrics
- Measuring and Reporting on Performance Metrics
- Planning Your Incident Response
- Approaching a Root-Cause Analysis
- A Sample Root-Cause Analysis Report
- Conducting a Retrospective on Incidents
- Monitoring and Tuning the Service over Time
- Consultant Comrade
- Inside Story: Notes from the Field
- Wrapping Up
- CHAPTER 2: Defining Your SharePoint Service and Service Tiers
- PART III: Expanding the SharePoint Service
- CHAPTER 7: Creating Your SharePoint Roadmap
- Eating the SharePoint Elephant
- Understanding a Roadmap’s Value
- Starting with a Roadmap
- Assessing Your Operational Maturity Level
- Assessing Capability Maturity Levels
- Understanding Capability Gaps
- Determining Your Big Picture Feature Areas
- Understanding Your Users’ Capacity for Change
- Pacing Your Changes and Transformation
- Considering System and Infrastructure Upgrade Cycles
- Creating a Visual Summary Infographic
- Creating a Roadmap
- Consultant Comrade
- Inside Story: Notes from the Field
- Wrapping Up
- CHAPTER 8: Promoting a Feedback Process
- Valuing Feedback
- Capturing User Feedback
- Designing and Using SharePoint Surveys
- Designing Custom User Feedback Solutions
- Gathering System-Generated User Feedback
- Interviewing Users for Feedback
- Shadowing Users and Analyzing Business Processes
- Building Internal Evangelists
- Consultant Comrade
- Inside Story: Notes from the Field
- Wrapping Up
- CHAPTER 9: Managing Your SharePoint Demand Funnel
- Funneling Demand
- Setting Boundaries and User Expectations
- Creating a Request Triage
- Capturing Requests
- Mapping Requests Back to Your Roadmap
- Building a Parking Lot List for Future Enhancements
- Forecasting Upgrades and New Versions
- Evaluating Third-Party Products
- Piloting Enhancements
- Estimating Cost-Benefits and Business Value
- Meeting Demand and Fulfilling User Needs
- Consultant Comrade
- Inside Story: Notes from the Field
- Wrapping Up
- CHAPTER 10: Growing Your SharePoint Service
- Continuously Evolving and Growing SharePoint
- Understanding Scalability
- Planning for Growth and Scalability
- Understanding the Infrastructure Components
- Adding Servers to a SharePoint Farm
- Allocating Services and Servers
- Approaching a New Service Capability
- Planning for Subordinate Farms
- Consultant Comrade
- Inside Story: Notes from the Field
- Wrapping Up
- CHAPTER 11: Preparing for SharePoint Upgrades and Patches
- Inevitability of Patches and Upgrades
- Painting Away from the Corner
- Maintaining Product Supportability
- Planning for Cumulative Updates and Service Packs
- Building a Rollback Plan
- Planning and Preparing for Major Version Upgrades
- Performing Test Upgrades
- Naming Your Databases for the Future
- Consultant Comrade
- Inside Story: Notes from the Field
- Wrapping Up
- CHAPTER 7: Creating Your SharePoint Roadmap
- PART IV: Customizing the SharePoint Service
- CHAPTER 12: Committing Sponsorship and Ownership of Customizations
- Sponsoring Governance
- Importance of Ownership
- Requiring Sponsors for Any Customizations
- Establishing Ownership and a Chain of Custody
- Charging Customization and Development Funding
- Considerations for Global Customizations
- Utilizing the Apps for SharePoint Catalog
- Delegating Ownership to Site Administrators
- Consultant Comrade
- Inside Story: Notes from the Field
- Wrapping Up
- CHAPTER 13: Facilitating and Isolating End-User Customizations
- Predicting Doom
- Empowering End-Users
- Planning Default Site Experiences
- Delegating Access Control and Site Management
- Planning Safe and Isolated End-User Containers
- Limiting the Support Demands of Customizations
- Understanding Apps for SharePoint
- Consultant Comrade
- Inside Story: Notes from the Field
- Wrapping Up
- CHAPTER 14: Designing Your Development Standards and Testing Processes
- Involving an Architect
- Starting with Global Availability in Mind
- Deciding Between SharePoint Solutions and Apps
- Setting Developer Boundaries and Standards
- Instrumenting and Tracing Code
- Designing Testing Processes
- Test-Driven Development and SharePoint
- Automating Code Quality Checks
- Consultant Comrade
- Inside Story: Notes from the Field
- Wrapping Up
- CHAPTER 15: Framing Your Information Architecture and UI Standards
- Function over Form
- Designing Consistent and Intuitive User Interfaces
- Structuring a Functional Navigation
- Defining Controlled Vocabularies
- Building an Enterprise Taxonomy
- Standardizing Document Templates and Metadata
- Designing People and Profile Data
- Creating a Data Dictionary
- Consultant Comrade
- Inside Story: Notes from the Field
- Wrapping Up
- CHAPTER 16: Coordinating Your Code Promotion and Release Processes
- Promoting Code Through Environments
- Automating Builds and Integration Testing
- Understanding Your Tolerance for Deployment Risk
- Building Your Release Management Maturity Level
- Designing a User Acceptance Testing Environment
- Using Multiple Environments for Testing and Staging
- Considerations for Change Management
- Considerations for Rollback Planning
- Consultant Comrade
- Inside Story: Notes from the Field
- Wrapping Up
- APPENDIX A: Rapid Concepts
- Chapter 1 In Brief
- Chapter 2 In Brief
- Chapter 3 In Brief
- Chapter 4 In Brief
- Chapter 5 In Brief
- Chapter 6 In Brief
- Chapter 7 In Brief
- Chapter 8 In Brief
- Chapter 9 In Brief
- Chapter 10 In Brief
- Chapter 11 In Brief
- Chapter 12 In Brief
- Chapter 13 In Brief
- Chapter 14 In Brief
- Chapter 15 In Brief
- Chapter 16 In Brief
- Final Thoughts
- CHAPTER 12: Committing Sponsorship and Ownership of Customizations
- Index
Practical SharePoint 2013 Governance
Steve Goodyear
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