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SharePoint Solutions SharePoint Best Practices to Guide Your Team

Great SharePoint deployments start with a governance plan.

You’ve determined you want to implement SharePoint for your organization… What’s next? The next critical step is developing a governance plan for how you will implement and use SharePoint.

What a SharePoint Governance Plan Includes

A documented governance plan helps keep all stakeholders on the same page and your SharePoint environment healthy. Within each governance plan, our experts will align on the following with your team:

Microsoft 365, SharePoint and Microsoft Teams stability plan icon

Microsoft 365, SharePoint and Microsoft Teams Stability Plan

Risk mitigation guidelines icon

Risk mitigation guidelines

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AI data governance best practices

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Security & compliance

What a SharePoint Governance Plan Includes

Our Approach to Developing SharePoint Governance and Best Practices Plans

A governance plan outlines the rules and procedures for how your company will implement and use SharePoint. 

In our experience, we’ve seen many organizations skip this step. When this step is skipped, we typically see the company take a step back to develop the governance plan and then move forward successfully or do nothing and eventually stop using the system altogether. Both outcomes can have costly effects from a security and time perspective.

Our expertise in developing these plans means we’re able to assist you at every stage, delivering and executing against a governance plan that works for your organization.

  • SharePoint best practices: Through conversations with your team, we’ll strategically develop a governance plan that fits your use case, compliance needs, and team structure.
  • SharePoint training: Our experts offer a variety of classes to help new and seasoned SharePoint users continue their education.
  • SharePoint mentoring: If you have a specific problem you need assistance with, our experts are here to help.

Elements included within a SharePoint Governance Plan:

  • Purpose and vision statement
  • Adoption: End-user acceptance and training
  • Document management: Audits, content types, metadata and retention policies
  • Performance risks: User permissions, navigation, sync settings and on/offline access
  • System and support risks: Platform updates, workflows and audits
  • AI Implementation
  • Security strategy: Sensitivity labels, permissions and access, sharing, assessments and audits
  • SharePoint best practices
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