10 Microsoft Teams Governance Best Practices to Implement

An ever-increasing number of companies are using Microsoft Teams as a hub for collaboration and communication. However, these companies must understand the importance of defining and implementing a Microsoft Teams governance strategy that ensures control without disrupting the user experience.

The importance of defining a Teams governance strategy

Governance strategies can be user led or IT led. For an IT Department, setting a governance policy for Teams is essential to ensure that content access, and shareability is properly controlled and secured. What’s more, the sudden adoption of Microsoft Teams by millions has led organizations that neglected governance to an uncontrolled sprawl of teams. With over 115 million daily active users, organizations are facing an overload of Teams and a lack of organization leaving IT and users lost in a haze of workspaces, messages, and documents.

From a user perspective, having rules set by the organization helps employees to work without worrying about risks. It also enables them to easily create the workspaces they need for their daily activities that finally meets their expectations. Finally, it helps them to quickly find, access, and share the relevant information and documents they are looking for and working on.

Setting a Teams governance policy helps the IT department to solve and prevent information overload and Team sprawl and end-users to simplify their digital workplace experience.

10 common Teams Governance best practices every organization should implement

Despite each Microsoft Teams governance strategy being unique and based on organizational structures, there are common governance best practices that everyone should consider. Setting these allows for enhanced security and a better user experience.

The following is a list of the most common Teams governance rules everyone should implement and includes examples of how Powell Teams can help through team templates and admin configurations.

1.      Tagging policy

Applying a tagging policy across the whole organization is key to overcoming Team sprawl and information overload. Organizations can use it to significantly improve navigation and search and allow employees to quickly find their teams.

Several tags can be set:

  • Location – assign a location, so users can focus on Teams from the country they are in.
  • Department – associate the Team to a department (HR, Finance, Marketing…).
  • Shared with – employees are often lost when it comes to knowing which documents can be shared internally or externally with partners or customers. Tags can solve this problem.
  • Tasks – working smarter starts by working faster. Filtering teams using a tasks tag will allow employees to get fast access to their daily tasks. For example, an HR Manager could filter an Onboarding Team to follow a newcomer’s integration.

How Admins can set a tagging policy in Powell Teams

Admins can set a tagging policy - Powell Teams

Users are guided and must fill in tags during Team creation                              

Users are guided - Powell Teams

Results for the end-user experience

 End - user - Powell Teams

2.      Define a naming-convention

Defining a naming convention is essential to provide a uniform experience across the entire company. It will help to structure the digital workplace with a common layout and experience.

To create yours, identify the key characteristics you would use. For example, attributes such as the location, the department, or even the task.

Users set Teams name with an applied naming convention policy

Naming convention - Powell Teams

Results in end-user experience

Naming convention - end user - Powell Teams

3.      Secure ownership

It has happened to everyone, a Team owner leaving without assigning another owner to the Team resulting in management issues for users and IT. It can also result in a duplication of teams. Securing ownership will help to better manage Teams and secure their lifecycle.

In Microsoft Teams, the ownership can be set with a user profile, a distribution list, or a security group. It can also include users outside your organization as guests using their email address.

Here are three ways to manage ownership

  • Setting a minimum owners policy, for example, requiring a minimum of three.
  • Defining role-based default ownership – if using a Powell Template department representatives can be automatically added as owners. For example, HR onboarding would integrate an HR Manager).
  • Set default owners.

How Admins Can define an ownership policy in Powell Teams

Define ownership policy - Powell Teams

Ownership policy 2 - Powell Teams

Users are guided and asked to add the minimum number of members required

Minimum number of members - Powell Teams

End-user experience – as an HR Manager, Linda is a default owner in the onboarding team

Automatic ownership - Powell Teams

4.      Set a minimum number of users policy

Following the logic of the ownership, a minimum number of users required is a simple way to avoid feeding the Team sprawl. It also ensures that users only create Teams for specific collaboration scenarios.

Define the number of users of your choice and apply the policy to each Team creation

How Admins can require a minimum number of members policy in Powell Teams

Minimum number of members - Powell Teams

Users are guided and asked to add the minimum number of members required

Minimum number member 3 - Powell Teams

5.      Automate a Privacy Policy

Controlling the Microsoft Team workplace is key to ensuring that information accessibility and shareability are secured. The privacy option in Teams lets users choose whether they want to create a public or a private Team. An automated privacy policy can be applied to Team templates so that IT is safe, and users do not have to worry about their choices.

How Admins can choose a privacy policy in Powell Teams

Privacy policy - Powell Teams

What users see when they create teams through Powell Teams templates

Privacy policy end user- Powell Teams

6.      Set Teams security classification

Setting a team classification is a best practice to ensure data security and to limit its useability, accessibility, and shareability depending on its information impact level.

How Admins can set a classification policy in Powell Teams

Classification policy - Powell Teams
7.      Decide who can create Teams

Deciding who can create Teams is a best practice to control the number of Teams created in the Microsoft 365 environment. It can be achieved through Team templates which ensure that users focus their Team creation based on their roles and daily tasks.

Admins interface policy settings

Interface policy - Powell Teams
8.      Set a Team creation approval workflow

One of the major Teams governance challenges is that, by default, every employee can create new Teams. While some believe that this will improve user adoption, it has led to significant Team sprawl and duplication.

One way to overcome this problem is to set an automatic approval workflow for each Team creation. The Team can then be approved by an IT admin or a Digital Champion.

End-user team creation experience in Powell Teams

Team creation - Powell Teams

What Admins will see to approve teams creation in Powell Teams

Admin team creation - Powell Teams

Admin team creation 2 - Powell Teams
9.      Control external access

Employees also collaborate externally with partners and customers. So preventing access and data leaks in the workplace is a major IT concern. Setting an external user policy helps secure this by allowing employees the ability to add, or not to add, external access to the Teams they create.

How Admins could set this policy with Powell Teams

Admin policy - Powell Teams

10. Set an expiration date (automate lifecycle)

Organizations with a large number of Teams often have Teams that are never actually used. This can happen for several reasons including product experimentation, short-term team collaboration, or Team owners leaving the organization. Over time, such Teams can accumulate and create a burden on tenant resources.

To curb the number of unused Teams, admins have to manage the Teams lifecycle.

How Admins could manage Teams lifecycle with Powell Teams

Teams lifecycle - Powell Teams
If you want to know more about Powell Teams’ ability to manage Governance and why it’s critical to implement specific policies for Microsoft Teams in your Digital Workplace – contact us for a demo.

2021-01-21T12:33:31+01:00January 21st, 2021|