Microsoft Teams Lifecycle Management in 3 Simple Steps

As more of our everyday tasks move to Teams, so does the importance of Teams lifecycle management.

Microsoft has recently placed a focus on enriching the Teams platform with better functionality and integrations. This means workflows that once required multiple applications can now be completed right within a conversation. While this is improving day-to-day efficiency, it also means that companies are faced with a surge in the volume of information passing through Teams.

For those that aren’t prepared with a Microsoft Teams governance plan, this can quickly lead to uncontrolled sprawl and disorganization that hinders productivity. The best solution is to stay on top of governance before it becomes an issue – which requires defining the Teams lifecycle and putting management processes in place.

The typical lifecycle of a team

While every team has its own unique lifespan, most share a similar pattern of progression. Microsoft defines the Teams lifecycle in three stages that constitute a clear beginning, middle, and end. Each stage requires a different type of management from those in charge of overseeing governance.

1. Team creation and channel setup

Every team is created for a purpose with a specific goal in mind. When and how your company adds new teams will depend on your predefined organization plan, whether it’s a new project or business function. The team should be named according to a standardized naming scheme to keep things organized and avoid the creation of duplicate teams.

In addition to the General channel included with each team by default, the team administrator will also set up channels within the team. Again, these channels should generally follow a company-wide structure that defines how channels are organized. You may decide to create a separate channel for each topic or project, for example.

2. Ongoing use

The second stage is the longest in the lifecycle of a team. This is the stage during which employees use the team for its intended purpose, members are added, and additional channels are created as needed.

But just because a team is in use doesn’t mean you can just let it run on autopilot. The lifecycle of a team is not linear, and your needs within the team may change as the project or function it serves progresses. Make sure to check in regularly to see whether activity is still taking place, if any users should be added or removed, and if any channels have become defunct or any new ones need to be created.

3. Abandonment and deletion

Eventually, most teams fall out of use and are no longer needed. Sometimes there may be a clear end date; for example, if a project is completed, it’s easy to pinpoint when the team’s lifecycle will come to an end and schedule it for deletion.

Frequently, however, the team will enter a slow decline that may pick back up several times before activity dies completely. In these cases, how do you know that a team should be archived without closing it prematurely? This is one of many pain points that companies face in Teams lifecycle management. In a bit, we’ll get into how to define the lifecycle of a team internally and eliminate the uncertainty.

Common Microsoft Teams lifecycle management issues

If you haven’t yet laid out a clear Microsoft Teams lifecycle management process, you may find that certain challenges arise related to the lifecycle of teams. These issues can put a damper on productivity as employees struggle to sift through antiquated information and turn to their own solutions to organize the mess.

Teams don’t follow a standard naming convention

One of the first steps to Microsoft Teams governance is creating a naming scheme that includes key identifying information such as location, department name, and function. By setting teams up with standardized names, it’s easier for employees to quickly locate the team they need. You’ll also eliminate the chance of someone accidentally creating a duplicate team because they can’t find the one that already exists.

Inactive members remain in a team

Throughout the lifecycle of a team, new members are often added as they join the associated project or function. However, it’s also common for users to leave the group for which the team exists. Over time, the team may accumulate several members that simply don’t need access anymore. Businesses should remove these users regularly to prevent security issues and help employees keep their own list of teams free of impertinent information.

Teams and channels are left open long after they fall out of use

The last thing you want to do is continue adding to your organization’s network of teams and channels without deleting old ones. Over months and years of use, this will create an overload of information that no one can manage. By regularly cleaning up obsolete teams and channels, you’ll help employees work faster within the ones they use currently.

One potentially disastrous side effect of failing to define the end of the Teams lifecycle is that employees may take matters into their own hands and delete teams or channels without realizing the potential consequences. If IT doesn’t catch the mistake within 30 days, the information will be lost forever.

Planning the lifecycle management process

To get ahead of Teams sprawl and organization woes, you should create a plan for Teams lifecycle management that clearly outlines when to perform certain governance tasks. For example:

1. Define the team creation process

Your Teams lifecycle management plan should dictate the creation process for teams and channels, including:

  • Who can create new teams and channels
  • What events warrant the creation of a new team or channel (for example, a new project or functional team)
  • How teams and channels will be named
  • Which teams will be public and private
  • Who will add and approve new users

2. Set up checkpoints for ongoing management

As the team evolves, it should undergo routine maintenance to help keep things running smoothly. For example:

  • Who can create new channels
  • How long a channel should remain inactive before it is scheduled to be archived or deleted
  • Who will remove inactive users and how frequently
  • If and when larger teams should be divided
  • What methods will be used to spark new activity in teams that should remain active

3. Create a team end-of-life plan

Once a team is no longer needed, it can either be archived or deleted. Archiving a team simply moves it out of sight while it’s inactive, retaining all the messages and information within it. Deleting a team is permanent, although it can be reversed for up to 30 days.

With this in mind, you should decide:

  • When teams and channels will be archived or deleted
  • Who will decide whether a team will be archived or deleted
  • How long a team should remain inactive before it is scheduled to be archived or deleted
  • When and why archived teams can be reinstated
  • How long to retain information once teams have been closed

Take advantage of automated Teams lifecycle management processes

Managing the Teams lifecycle doesn’t need to be a manual process. Powell Teams is a platform that enhances your organization’s Teams experience with predefined processes for lifecycle management, including built-in naming templates and governance tools. Schedule a demo to find out how easy it is to automate your company’s Teams lifecycle.

2020-09-30T14:45:51+01:00September 22nd, 2020|