SharePoint without governance is a ticking time bomb: permission sprawl, content chaos, compliance violations, and frustrated users. Yet most organizations skip governance because it seems complex and time-consuming. EPC Group's 2-day governance workshop distills 25 years of SharePoint expertise into an actionable framework your team can implement immediately.
2-Day Workshop Agenda
Day 1: Assessment & Framework Design
- Current state governance gap analysis
- Site creation and naming policies
- Permission model design workshop
- Content lifecycle policies
- Compliance alignment (HIPAA/SOC 2/GDPR)
- External sharing policy decisions
Day 2: Implementation Planning
- Governance automation design
- Monitoring dashboard requirements
- Site owner training plan
- Governance committee charter
- 90-day implementation roadmap
- Executive presentation review
9 Deliverables Included
SharePoint Governance Policy
Site Creation Request Form
Permission Model Documentation
Content Lifecycle Policy
External Sharing Policy
Governance Committee Charter
Site Owner Training Guide
Monitoring Dashboard Requirements
90-Day Implementation Roadmap
Investment
Frequently Asked Questions
What does the 2-day SharePoint Governance Workshop cover?
Day 1 focuses on assessment and framework design: current governance gap analysis, site creation and naming convention policies, permission model design (inheritance, groups, external sharing), content lifecycle policies (retention, archival, deletion), and compliance alignment (HIPAA, SOC 2, GDPR as applicable). Day 2 focuses on implementation planning: governance automation using Power Automate and SharePoint settings, monitoring and reporting dashboard setup, training plan for site owners and content authors, governance committee charter and meeting cadence, and a 90-day implementation roadmap. All attendees receive the complete governance framework document.
Who should attend the SharePoint Governance Workshop?
The workshop is designed for 6-12 participants including: IT administrators who manage SharePoint Online, compliance/security officers who set data policies, department representatives who own major SharePoint sites, records management staff who handle retention policies, and at least one executive sponsor (VP+ level) for the governance committee. Having cross-functional representation is critical because governance decisions affect every department. EPC Group facilitates the workshop to ensure all voices are heard while driving toward actionable decisions.
Is the workshop delivered onsite or virtually?
The SharePoint Governance Workshop is available in both formats: Onsite workshops ($8,000 + travel expenses) provide the best collaboration experience with whiteboarding, breakout sessions, and direct access to your SharePoint environment. Virtual workshops ($8,000, no travel) are conducted over 2 consecutive days via Microsoft Teams with interactive breakout rooms, shared Miro boards for collaborative design, and screen sharing for live environment review. Both formats deliver identical outcomes. Approximately 60% of clients choose virtual delivery.
What governance documents do we receive?
The workshop delivers a comprehensive governance document package: (1) SharePoint Governance Policy (20-30 pages covering all governance areas), (2) Site Creation Request Form and Approval Workflow design, (3) Permission Model documentation with role definitions, (4) Content Lifecycle Policy with retention schedules, (5) External Sharing Policy with approval workflows, (6) Governance Committee Charter with roles and meeting cadence, (7) Site Owner Training Guide, (8) Governance Monitoring Dashboard requirements, and (9) 90-Day Implementation Roadmap with prioritized actions. All documents are customized to your organization and ready for executive approval.
What is the $8K fixed fee and what is excluded?
The $8,000 fixed fee covers: 2 full days of facilitated workshop, pre-workshop assessment questionnaire and analysis, complete governance framework document package (9 deliverables), 90-day implementation roadmap, and 2 weeks of post-workshop email support for questions. Excluded from the fixed fee: travel expenses for onsite delivery (billed at cost), governance automation implementation (available as a separate $15K-$30K engagement), and ongoing governance monitoring and management (available through SharePoint Managed Services at $5K+/month). The workshop ROI is immediate: clients report 50-70% reduction in SharePoint-related support tickets within 90 days of implementing governance policies.
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About Errin O'Connor
Chief AI Architect & CEO, EPC Group
Errin O'Connor wrote the book on SharePoint governance - literally. As a bestselling Microsoft Press author with 25+ years of SharePoint experience, his governance frameworks are used by organizations worldwide to manage SharePoint environments with 50,000+ users.