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SharePoint Governance: Do I post or email? Attach or Check In?

I think of this because when rolling out SharePoint for your Company Intranet it becomes increasingly more valuable to step back and look at the various documentation and communication tools. Some that can be considered:

· Microsoft Suite

o Windows Explorer – Files Shares

o Excel, Word, Access, Visio, Project

o Outlook

· Documents

o Attachments

o PDFs

o Images

o Video

· Communications

o Meetings

o 1:1s

o Training Classes

o Conferences

No one likes to be told what to do but take one look at your company file shares or email and it would be hard not to argue for some Governance. As you concentrate on determining the Governance for SharePoint you will begin to realize that the education, approvals and communications are best served to include informing everyone when it is appropriate to:

1. save something to your C: Drive

2. save something to your network file shares

3. send an attachment in an email

4. post to SharePoint

a. create a Document Library

b. convert existing information to a List

c. add images

d. add Video

By determining for your company when you should email, post to SharePoint, check in/check out, etc., you will be gaining the benefits of crafting a culture of governance that creates standards and consistency, protects performance and reliability, the start of a document and knowledge management strategy and lastly ensures sustainability and adoption.

If you would like to talk, share your ideas or learn more, please email me at kruth@pointbridge.com.

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Kristin Ruth

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