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9/23 Cincinnati, OH Register
12/9 Tampa, FL Register
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SPG301: SharePoint Planning and Governance

Author: Joel Oleson and Nicola Young
Format: Instructor-led Training with Hands-on Labs
Audience: Business Analysts and Project Managers
Length: 3 Days
Description: This intensive 3-day course will take you through the process of developing a successful implementation plan for your Windows SharePoint Services 3.0 (WSS) or Microsoft Office SharePoint Server 2007 (MOSS) deployment. Determining the goals and vision, stakeholders, level of customization or development, rollout, phasing, intranet, extranet, and internet considerations and taxonomy of your portal will all be discussed through lectures, hands on experience, and case studies. This class will not only cover what you should do but will also cover real world scenarios and best practices.
Prerequisites: Attendees should have experience with the Internet Explorer and Office Products such as Word, Excel and Outlook. It is highly recommended (but not required) that students get some hands-on experience working with sites in a Windows SharePoint Services 3.0 environment and using Microsoft Office SharePoint Designer 2007 before the start of class.
Revision Date: 2008-06-01
Price: $1,795 USD

Schedule of Lectures

  1. Review of key SharePoint concepts
  2. Building Business Value with MOSS
  3. Building Taxonomy
  4. Planning for servers
  5. Planning for Branding
  6. Estimating and setting expectations
  7. Governance
  8. Planning for Training and Migration
  9. Post implementation
 Day 1   (runs from 9AM to 5PM)

Review of key SharePoint concepts   

  • Lists
  • Sites vs Site Collection
  • What is SharePoint?
  • Business Examples
  • Commonly-used Terms

Building Business Value with MOSS   

  • Creating the vision and identifying stakeholders
  • Who owns this project?
  • Why SharePoint?
  • Is SharePoint the right tool?
  • Identifying the Roles on the SharePoint team
  • Defining success criteria

Building Taxonomy   

  • Types of taxonomy
  • Navigating vs. Searching
  • Best Practices
  • Turning taxonomy into SP (pages, sites, lists, libraries, etc)
  • Metadata
  • Internet, Extranet, Internet considerations
 Day 2   (runs from 9AM to 5PM)

Planning for servers   

  • Process of moving from dev to QA to Prod
  • Content Deployment
  • Internet, Extranet, Internet considerations
  • Setting up a Dev Environment
  • Disaster Recovery and the Recycle Bin
  • Authentication, Integration Points
  • Migration vs Starting new

Planning for Branding   

  • Turning the design into SharePoint
  • Master Pages vs. Themes
  • Cost analysis of SharePoint branding
  • Page Layouts
  • Variations
  • Deploying changes

Estimating and setting expectations   

  • Dividing into Phases
  • Customizing vs. Development
  • Setting reasonable timelines in a SharePoint project
 Day 3   (runs from 9AM to 5PM)

Governance   

  • Committee (who)
  • SLA
  • What is the committee in charge of?
  • SharePoint Designer Governance

Planning for Training and Migration   

  • Rollout Ideas
  • End User Training
  • Site Admin training

Post implementation   

  • Clean Up
  • Future Phases
  • Role of IT