How to create a SharePoint Governance Plan (includes template)

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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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Speaking at SharePoint Saturday Omaha on April 7

I’m excited to be returning to speak at the first-ever SharePoint Saturday (SPS) event at which I spoke. Omaha is such a fun city, and has one of the best zoos around. Be sure to register (it’s free!) and check it out on Saturday, April 7. Here are the two sessions at which I hope I’ll get to meet you:

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Embed quizzes and/or results in SharePoint using Microsoft Forms

Asset 1quiz.pngThis morning I looked around for either pure javascript or custom service solutions for trivia or quiz embeds for SharePoint. The out-of-the-box survey web part wouldn’t allow the kind of features I needed such as showing a message upon submission about correct and incorrect answers, and I wanted something more robust than a newsfeed or Yammer quiz. I also wanted users to easily be able to change their own quiz questions and answers and no high-maintenance code solution was going to cut it.

What I learned? There aren’t a lot of free solutions out there for quick quiz creation and embedding in SharePoint. And the ones that are out there don’t look the greatest. Then I remembered Microsoft Forms has a quiz function! Don’t these look great? Even better – you can embed in SharePoint Server/On-Prem or SharePoint Online/O365!

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Microsoft Form’s quiz capabilities are incredible. In five minutes you can create a quiz that looks good, is easy to update and has features ordinarily only available with a premium subscription through other services. And as seen above, you can embed the results as well, making voting fun or showing a group how everyone is performing as a whole on a topic quiz. Here are some of the great features you get with Microsoft Forms:

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Upgrade your image slider on SharePoint

Your image slider is okay. But you’d like it better if it had a makeover (50 points to whoever can guess the commercial reference).

This post will show you how you can take your out-of-the-box content search web part slideshow from this:

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to this:

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This solution supports multi-line descriptions that don’t get cut off. It gets rid of that dreadful partially transparent overlay and gives you more of your photo uninhibited by messy design. It’s more modern, lighter and sure to impress. At the end, be sure to adjust the CSS to match your own color scheme and size needs.

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How to create a dynamic “this week’s menu” button for your intranet

People jokingly (or not) sometimes tell me the only reason for which they use the intranet is the cafeteria menu. So on a recent draft of a redesigned homepage, I introduced a prominent “Menu” button that would always be linked to the most recent menu uploaded by dining services.

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Previously people would click a link which took them to a document library where the current menu lived, and would open it there. 2 clicks.

I had two goals for this project.

  1. Get it down to 1 click.
  2. Never have to manually update the link for the button. Set it, forget it.

Note: this could easily be applied to newsletters, updates, meeting minutes, etc. Anything that is published on a regular basis that could benefit from an always-current hyperlinked button.

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How to change Power BI report page size

Did you know you can adjust the page size of your reports in Power BI? Each tab/page of your report can be a unique size specified by you down to the pixel. This comes in handy for creating “widget-like” visuals for embedding or for creating reports for print and optimal display on various screen sizes.

Your options are:

  • 16:9 (default)
  • 4:3
  • Letter
  • Tooltip
  • Custom (in pixels)

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Power BI: Calculate next year’s amount in previous year’s row

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The following is a DAX formula you can use to create a calculated column that shows “next year’s” value in “this year’s” row. You can easily adapt this to show “yesterday’s” amount or “tomorrow’s” total as well. It can be modified for days, weeks, months, etc. as long as the time measure is able to be sorted sequentially.

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Using today’s date and/or current time in calculated columns and list view filters

I previously shared how to create a “Today” column in SharePoint that would always be up-to-date even if list items weren’t modified. These were no-code solutions that utilized either SharePoint Designer or Microsoft Flow. You can, however, use Today’s date/time to create views and calculated columns without workflow or script or the need to create another column.

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