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How to create a SharePoint Governance Plan (includes template)

spgov

What is governance?

The Burton Group says “Governance uses people, process, technology, and policies to define a service, resolve ambiguity, and mitigate conflicts within an organization.” I would only add that it specifically helps create a consistent user experience which, in turn, promotes better adoption. I like the Burton Group’s definition because it doesn’t rely solely on rules/control, or the quality of the final governance document or on SharePoint itself, but on the people.

A successful implementation of SharePoint in your organization starts and ends with people from server admins to end users who have clear expectations and an understanding of proper usage and capabilities. The governance plan provides the written documentation for regular reference and sharing. People are still responsible for making it successful.

When I set out to create my own SharePoint Governance Plan, I had two objectives:

  • Create a plan that’s flexible enough to still encourage innovation and creativity
  • Create a plan written for more than IT professionals; I wanted to create an accessible, consumable (less than 20 pages) plan that avoided using too much industry jargon and encouraged an ongoing discussion with end users in the spirit of continuous improvement

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