SharePoint Governance Workshop (2-Day)

SharePoint Governance Workshop: 5-Day Enterprise Workshop (2026)

The SharePoint Governance Workshop is EPC Group's intensive 5-day fixed-fee engagement that delivers a board-ready SharePoint governance framework. Output: 10-domain governance charter, sensitivity-label taxonomy, permissions architecture, Microsoft 365 Copilot oversharing remediation roadmap, and Microsoft Compliance Manager attestation plan.

EPC Group has delivered SharePoint governance workshops for Fortune 500 organizations since SharePoint 2003.

TL;DR — 5-Day Workshop Agenda

Day	Output
Day 1	Discovery — current state, stakeholder interviews, audit
Day 2	Permissions architecture + sensitivity label taxonomy
Day 3	Microsoft 365 Copilot oversharing remediation + Microsoft Restricted Search
Day 4	Lifecycle management + external sharing tiering
Day 5	Governance charter, roadmap, executive briefing

Mid-market and Fortune 500 tiers are fixed-fee.

Workshop Deliverables

Governance Charter (Board-Ready)

20-50 page document covering:

• Vision and strategy alignment
• 10-domain operating framework
• Decision rights matrix
• Risk register
• Microsoft Compliance Manager mapping
• Workforce training requirements
• Metrics and reporting

Sensitivity Label Taxonomy

EPC Group standard 5-tier:

1. Public
2. General
3. Confidential
4. Highly Confidential
5. Restricted (industry-specific: PHI, MNPI, CUI)

With:

• Auto-labeling rules per industry
• Container labels at site level
• Microsoft 365 Copilot grounding scope per label
• DLP policies per tier

Permissions Architecture

• Microsoft Entra security group naming pattern (SP-{SiteCode}-Owners/Members/Visitors)
• Group-based permissions standard
• Inheritance pattern documentation
• Forbidden patterns (item-level, "Everyone except external", etc.)
• Quarterly access review cadence

Microsoft 365 Copilot Oversharing Remediation Roadmap

• Microsoft Restricted SharePoint Search Day 1 enablement
• Permission cleanup wave plan
• Sensitivity label backfill timeline
• Microsoft Purview AI Hub configuration
• Microsoft Sentinel detection rules

Lifecycle Management Framework

• Inactive site detection criteria
• Owner re-attestation cadence
• Archive workflow
• Microsoft 365 Group expiration policy
• Microsoft Purview Records Management integration

External Sharing Tiering

Sensitivity Tier	External Sharing
Public	Anyone (anonymous links allowed)
General	Existing or new guests with verification
Confidential	Existing guests only, domain allowlist
Highly Confidential	No new guests, quarterly review
Restricted	No external access

12-Month Implementation Roadmap

• Months 1-3: Foundation (Microsoft Restricted Search, sensitivity labels, AI Hub)
• Months 3-6: Permission cleanup, sensitivity label coverage push
• Months 6-9: Lifecycle automation, external sharing audit
• Months 9-12: Governance maturity, Microsoft Compliance Manager attestation

Workshop Format

On-Site Workshop

• 5 consecutive business days
• 6-hour daily sessions
• Stakeholders from IT, security, compliance, legal, communications, HR
• Hands-on Microsoft 365 admin center work
• Live Microsoft Purview configuration
• Microsoft Sentinel rule authoring

Virtual Workshop

Same agenda, distributed across 5 days with 4-hour sessions. Better for global stakeholder participation.

Hybrid Workshop

Days 1-2 on-site (executive alignment), Days 3-5 virtual (technical deep-dive). Common pattern for Fortune 500.

Workshop Stakeholders

EPC Group recommended stakeholder list:

• Executive sponsor (CIO or CDO)
• IT operations lead
• Information security lead
• Microsoft 365 administrator
• Compliance officer
• Legal counsel
• Communications director (intranet sponsor)
• HR director
• Department leaders (per department)
• Microsoft account team representative (optional)

Common Workshop Outcomes

Outcome 1: Governance Charter Adoption

The governance charter becomes the foundational document referenced by:

• IT operations runbook
• Microsoft 365 admin center policy enforcement
• Microsoft Purview policy library
• Microsoft Sentinel alert tuning
• Microsoft Compliance Manager attestation

Outcome 2: Microsoft 365 Copilot Day-1 Readiness

Workshop output enables Microsoft 365 Copilot deployment with:

• Microsoft Restricted SharePoint Search configured
• Sensitivity label policies active
• Microsoft Purview AI Hub monitoring
• Oversharing remediation underway

Outcome 3: Compliance Acceleration

For regulated tenants, workshop output accelerates:

• HIPAA HITRUST attestation
• FINRA Rule 3110 supervision program
• FedRAMP Moderate / High continuous monitoring
• CMMC Level 2 readiness

Frequently Asked Questions

How does the workshop differ from a SharePoint governance assessment?

Workshop is intensive 5-day stakeholder-engaged design session producing board-ready governance charter. Assessment is 4-week analysis-driven engagement with detailed remediation plan. Often combined.

What about regulated industries?

Healthcare (HIPAA), financial services (FINRA, SEC), government (FedRAMP, CMMC), and pharma (GxP) have additional industry-specific workshop modules. Workshop scope expands to 7-8 days for complex regulated tenants.

How much does the workshop cost?

EPC Group fixed-fee:

• Mid-market: fixed-fee
• Enterprise: fixed-fee
• Fortune 500: fixed-fee

Includes pre-workshop interviews, 5-day on-site or virtual workshop, and post-workshop deliverables.

Can the workshop transition to a full implementation?

Yes. Common pattern: workshop (5 days) → governance program implementation (6-12 months) → Microsoft Managed Services (ongoing). Continuity of senior architect knowledge.

Who delivers SharePoint governance workshops?

EPC Group senior governance architects with combined SharePoint, Microsoft Purview, Microsoft Sentinel experience. Errin O'Connor is a 4-time Microsoft Press & Sams author including a SharePoint book.

Next Steps

Schedule a 30-minute SharePoint governance workshop scoping call at /schedule or call (888) 381-9725. Senior architects (not sales) take discovery calls.

Related reading: SharePoint Governance Best Practices Enterprise Framework, SharePoint Permissions Best Practices, Microsoft Purview Data Governance Enterprise Guide, Microsoft Copilot Governance Framework for Regulated Industries, and Audit-Ready Analytics Compliance Framework Guide.