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Eleonora Babayants
Galaxy Consulting

Information
Governance
 It is the set of policies, procedures,
processes, roles, metrics, and controls
implemented to manage information.
 Supports regulatory, legal, risk, and
operational requirements.
 Should be based on a company specific
requirements.
 Consider governing body – executives, IT,
division leaders, compliance, legal.
 Develop initial principles and goals –
metadata, templates, guidelines, compliance,
training, branding. Be clear about roles.
 Develop educational strategy – formal and
outgoing.
 Develop an ongoing plan and measure
against original principals and goals.
 Top-down support is critical.
 Define procedures with users feedback.
Galaxy Consulting - www.galaxyconsulting.net

Information
Governance
Methods
 Content types – determine what you will upload
into your CMS;
 Document owners – determine and enter into
metadata;
 Retention schedule – define by document type and
set up workflow to alert the administrator;
 Change management and control – no changes
without approval;
 Naming conventions – for each document type;
 Approval and publishing documents – to verify the
content before it has been published;
 Time for checked out documents – define and
enforce;
 Permissions – set up users group and assign them
to document types.

Information
Governance in
SharePoint
 What to govern:
 Sites – growth of server, size of uploaded
documents and their longevity, block some file
types, for example exe files.
 Asset classification – develop classification for
your site collections and sites and associate
business value to them.
 Lifecycle management – identify active and
unused sites.
 Branding and templates – choose templates.
 Information architecture - metadata, taxonomy,
navigation.
 Records management – retention schedule.

Information
Governance in
SharePoint
 Content types – consistent metadata,
workflows, policies.
 Content approval – control the publication of
content.
 Information management policies:
 Auditing – logs events such as editing and
viewing documents.
 Expiration – set a content type to expire on
a certain date and a workflow.
 Labeling – searchable text, specifies a label
to associate with a type of document or list
item based on metadata.
 Barcode - to track a physical copy of a
document.

Eleonora Babayants
Email: eleonora@galaxyconsulting.net
Office: 650-474-0955
Mobile: 650-716-3609
www.galaxyconsulting.net
Twitter: GalaxyConsult
Facebook: Facebook.com/GalaxyConsult

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