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Govern Office 365

Office 365 is as difficult to wrangle as it is valuable. Leverage best practices to produce governance outcomes aligned with your goals.

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  • Jorge Carvalho, Collaboration Solutions Architect, LendLease
  • Bryan Mierzejewski, VP, Network & Security Manager, Guilford Savings Bank
  • Charles Nguyen, VP of Strategic Partnerships, NetGovern
  • Chris Kershaw, Manager Enterprise Information Management, Strathcona County
  • Dan Nobles, Senior Systems Specialist, Alabama Department of Environmental Management
  • Harry Fukasawa, Executive Senior Advisor, Mitsubishi Chemical Holdings America, Inc.
  • Joerg Meissner, Sr. Architect Azure/O365, Ovatio Technologies
  • Mathieu Duhamel, IT Application Director, Richter
  • Pankaj Srivastava, JGM, Office of CIO, Nayara Energy
  • Phil Yaghi, Director, Sales Engineering, Hyalto
  • Steven Smith, IT Infrastructure Manager, Seattle Housing Authority
  • One anonymous contributor

Exploring the enterprise collaboration marketspace is difficult. The difficulty in finding a suitable collaboration tool is that there are many ways to collaborate, with just as many tools to match.

Our Advice

Critical Insight

Map your organizational goals to the administration features available in the Office 365 console. Your governance should reflect your requirements.

Impact and Result

The result is a defined plan for controlling Office 365 by leveraging hard controls to align Microsoft’s toolset with your needs and creating acceptable use policies and communication plans to highlight the impact of the transition to Office 365 on the end-user population.

Research & Tools

Start here – read the Executive Brief

Understand the challenges posed by governing Office 365 and the necessity of deploying proper governance.

1. Define your organizational goals

Develop a list of organizational goals that will enable you to leverage the Office 365 toolset to its fullest extent while also implementing sensible governance.

2. Control your Office 365 environment

Use Info-Tech's toolset to build out controls for OneDrive, SharePoint, and Teams that align with your organizational goals as they relate to governance.

3. Communicate your results

Communicate the results of your Office 365 governance program using Info-Tech's toolset.

Guided Implementations

This guided implementation is a five call advisory process.

Guided Implementation #1 - Define your organizational goals

Call #1 - Conduct a goals exercise and introduce the capability assessment.

Guided Implementation #2 - Control your Office 365 environment

Call #1 - Refine governance objectives.
Call #2 - Build out controls (repeat this call for all relevant services).

Guided Implementation #3 - Communicate your results

Call #1 - Formalize governance and build out one pagers.
Call #2 - Finalize communication plan.

Onsite Workshop

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Onsite workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost onsite delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

Module 1: Define Goals

The Purpose

  • Develop a plan to assess the capabilities of the Office 365 solution and select licensing for the product.

Key Benefits Achieved

  • Office 365 capability assessment (right-size licensing)
  • Acceptable Use Policies
  • Mapped Office 365 controls




Review organizational goals.

  • List of organizational goals

Evaluate Office 365 capabilities.


Conduct the Office 365 capability assessment.


Define user groups.


Finalize licensing.

  • Targeted licensing decision

Module 2: Build Refined Governance Priorities

The Purpose

  • Leverage the Office 365 governance framework to develop and refined governance priorities.
  • Build a SharePoint acceptable use policy and define SharePoint controls.

Key Benefits Achieved

  • Refined governance priorities
  • List of SharePoint controls
  • SharePoint acceptable use policy




Explore the Office 365 Framework.


Conduct governance priorities refinement exercise.

  • Refined governance priorities

Populate the Office 365 control map (SharePoint).

  • SharePoint control map

Build acceptable use policy (SharePoint).

  • Sharepoint acceptable use policy

Module 3: Control Office 365

The Purpose

  • Implement governance priorities for OneDrive and Teams.

Key Benefits Achieved

  • Clearly defined acceptable use policies for OneDrive and Teams
  • List of OneDrive and Teams controls




Populate the Office 365 Control Map (OneDrive).

  • OneDrive controls

Build acceptable use policy (OneDrive).

  • OneDrive acceptable use policy

Populate the Office 365 Control Map (Teams).

  • Teams controls

Build acceptable use policy (Teams).

  • Teams acceptable use policy

Module 4: SOW Walkthrough

The Purpose

Build a plan to communicate coming changes to the productivity environment.

Key Benefits Achieved

Communication plan covering SharePoint, Teams, and OneDrive




Build SharePoint one pager.

  • SharePoint one pager

Build OneDrive one pager.

  • OneDrive one pager

Build Teams one pager.

  • Teams one pager

Finalize communication plan.

  • Overall finalized communication plan

Module 5: Communicate and Implement

The Purpose

  • Finalize deliverables and plan post-workshop communications.

Key Benefits Achieved

  • Completed Office 365 governance plan
  • Finalized deliverables




Completed in-progress deliverables from previous four days.

  • Completed acceptable use policies
  • Completed control map
  • Completed communication plan
  • Completed licensing decision

Set up review time for workshop deliverables and to discuss next steps.


Validate governance with stakeholders.

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