Contents
Part I: Orientating SharePoint Governance
Chapter 1: Understanding SharePoint Governance
How Much Governance Is Enough?
Governance and SharePoint 2013
Inside Story: Notes from the Field
Part II: Defining the SharePoint Service
Chapter 2: Defining Your SharePoint Service and Service Tiers
Determining the Scope of Your SharePoint Service
Identifying Different Service-Levels for Different Needs
Organizing Your Service Requests
Prioritizing a Service Request Ticket’s Priority
Using Service Request Priorities
Identifying Your Maintenance Windows and Availability Needs
Inside Story: Notes from the Field
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
Deciding Which SharePoint Features to Enable
Inside Story: Notes From the Field
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
Sample SharePoint Deployment RACI Charts
Sample SharePoint Operations RACI Charts
Adapting the Sample RACI Charts
Formalizing Your Communication Protocols
Creating a Service Level Agreement
Inside Story: Notes from the Field
Chapter 5: Shaping Your User Readiness and Training
Understanding the Types of Training Available
Planning Readiness for Your Operations Team
Approaching In-house Training Initiatives
Considerations for Classroom and Online Training
Fitting Peer Mentoring into the Team
Preparing Training Specifically for End-Users
Considerations for User Adoption
Offering Quick Start End-User Guides
Inside Story: Notes from the Field
Chapter 6: Measuring and Reporting on Your SharePoint Service Performance
Understanding Your System’s Availability
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
SharePoint Outage: Root-Cause Analysis
Conducting a Retrospective on Incidents
Monitoring and Tuning the Service over Time
Inside Story: Notes from the Field
Part III: Expanding the SharePoint Service
Chapter 7: Creating Your SharePoint Roadmap
Eating the SharePoint Elephant
Understanding a Roadmap’s Value
Assessing Your Operational Maturity Level
Assessing Capability Maturity Levels
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
Inside Story: Notes from the Field
Chapter 8: Promoting a Feedback Process
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
Inside Story: Notes from the Field
Chapter 9: Managing Your SharePoint Demand Funnel
Setting Boundaries and User Expectations
Mapping Requests Back to Your Roadmap
Building a Parking Lot List for Future Enhancements
Forecasting Upgrades and New Versions
Evaluating Third-Party Products
Estimating Cost-Benefits and Business Value
Meeting Demand and Fulfilling User Needs
Inside Story: Notes from the Field
Chapter 10: Growing Your SharePoint Service
Continuously Evolving and Growing SharePoint
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
Inside Story: Notes from the Field
Chapter 11: Preparing for SharePoint Upgrades and Patches
Inevitability of Patches and Upgrades
Maintaining Product Supportability
Planning for Cumulative Updates and Service Packs
Planning and Preparing for Major Version Upgrades
Naming Your Databases for the Future
Inside Story: Notes from the Field
Part IV: Customizing the SharePoint Service
Chapter 12: Committing Sponsorship and Ownership of Customizations
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
Inside Story: Notes from the Field
Chapter 13: Facilitating and Isolating End-User Customizations
Enabling Design Manager for Custom Site Designs
Planning Default Site Experiences
Delegating Access Control and Site Management
Planning Safe and Isolated End-User Containers
Limiting the Support Demands of Customizations
Detecting Problems with End-User Customizations
Understanding Apps for SharePoint
Inside Story: Notes from the Field
Chapter 14: Designing Your Development Standards and Testing Processes
Starting with Global Availability in Mind
Deciding Between SharePoint Solutions and Apps
Setting Developer Boundaries and Standards
Instrumenting and Tracing Code
Identifying and Defining Benchmarks
Test-Driven Development and SharePoint
Automating Code Quality Checks
Inside Story: Notes from the Field
Chapter 15: Framing Your Information Architecture and UI Standards
Designing Consistent and Intuitive User Interfaces
Structuring a Functional Navigation
Designing Structures with Managed Navigation
Defining Controlled Vocabularies
Building an Enterprise Taxonomy
Standardizing Document Templates and Metadata
Designing People and Profile Data
Inside Story: Notes from the Field
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