An effective business Governance Plan provides a framework for design standards, information architecture, and your overall measurement plan. It is intended to summarize and tie together, but not replace, the documents that describe these activities in detail. Referencing this related content rather than embedding it in the Governance Plan will keep the plan from becoming unnecessarily bloated and unmanageable.
In addition, the Governance Plan should reference all of your existing IT policies for topics such as the appropriate use of technology resources, confidentiality of content, and records retention. As you begin to deploy more and more Web 2.0 functionality into your environment, new IT policies will emerge that will impact SharePoint governance. Again, your plan doesn’t need to include these emerging policies, but it should reference them where appropriate.
The Governance Plan is a business document: Its primary audience is the business (content) owners of your SharePoint sites and the users who produce and consume the content on those sites. Because all users can effectively produce content in SharePoint by using social tags and ratings (if you allow these in your solution), everyone in the organization needs to be familiar with the Governance Plan.
The formal Governance Plan document includes several critical elements:
- Vision statement
- Roles and responsibilities
- Guiding principles
- Policies and standards
General Governance Guidelines
Governance Plan Objective
- Vision Statement
- General Guidelines
- Roles and Responsibilities
- Guiding Principles
Detailed Governance Policies and Standards
Content Management Policies and Standards
- Posting Content to Existing Pages or Sites
- Posting Content to the Home Page SharePoint 2010 Governance Planning July 2010
- Posting Content to Personal Pages
- Social Tags and Ratings
- Records Retention
- Content Auditing and Review
Design Policies and Standards
- Creating New Subsites
- Page Layout and Organization
- Content Types and Metadata
- Content-Specific Guidelines/Policies
- Security
- Branding
Customization Policies and Standards
- Browser-based updates
- Updates based on SharePoint Designer
- Sandboxed Solutions
- Centrally-deployed / 3rd Party Solutions
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