What is Microsoft Teams Governance?
Microsoft Teams Governance is the process of managing data, settings, and group structures within the Microsoft Teams platform. This includes managing the channels and people within a team, as well as setting rules and guidelines for how information is shared and accessed within the platform. By implementing effective governance policies, organizations can ensure that their data is secure and that their users are able to collaborate and communicate effectively within the platform.
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 are properly controlled and secured.
Yet, with the sudden adoption of Microsoft Teams by millions, many organizations neglected governance and now face an uncontrolled sprawl of teams. With over 115 million daily active users, organizations have 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 create the workspaces they need that meet their expectations easily. 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 IT departments to solve and prevent information overload and end-users 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 find their teams quickly.
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
Users are guided and must fill in tags during Team creation
Results for the end-user experience
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 like to use. For example, attributes such as location, department, or task.
Users set Teams name with an applied naming convention policy
Results in end-user experience
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 manage Teams better and secure their lifecycle.
In Microsoft Teams, 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 addresses.
Here are three ways to manage ownership
- Setting a minimum owner’s 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
Users are guided and asked to add the minimum number of members required
End-user experience – as an HR Manager, Linda is a default owner in the onboarding team
4. Set a minimum number of users policy
Following the logic of 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
Users are guided and asked to add the minimum number of members required
What users see when they create teams through Powell Teams templates
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
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
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. An IT admin or a Digital Champion can then approve the Team.
End-user team creation experience in Powell Teams
What Admins will see to approve teams creation in 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
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
What are the best tools to set up a Microsoft Teams Governance strategy?
When it comes to setting up a Microsoft Teams Governance strategy, there are several tools available to help organizations effectively manage and secure their data within the platform. One of the best options available is Powell Teams, a powerful tool that provides a range of features specifically designed to help organizations manage their Microsoft Teams environment. With Powell Teams, organizations can easily set up and enforce governance policies, manage channels and groups, and gain insights into how their users are interacting with the platform. Overall, Powell Teams is the best tool that you can get to set up a comprehensive Microsoft Teams Governance strategy.
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 free trial.