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Your SharePoint isn’t messy, it’s a landfill, and you built it.
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The truth?
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Most of your collaboration spaces are mausoleums.
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Dead projects, duplicate files, often permissions,
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and links that point nowhere.
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Here’s what actually happens.
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You search, you drown, you guess.
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And your guess is wrong.
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Here’s what matters.
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We’re stopping sprawl using what you already own
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in Microsoft 365.
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No third party saviours, no excuses.
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You’ll reduce inactive sites by X%,
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cut duplicates by Y% and improve search precision by Z%.
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There’s one policy that exposes your ghost sites.
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Coming up, governance needs a chaperone.
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I’ll be that adult.
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The diagnosis, what sprawl really is.
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Let’s stop pretending this is abstract.
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sprawl is four things.
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Duplicated files, abandoned sites,
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often permissions, and stale sharing links.
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It’s final v7 real final docs,
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sitting next to final v7 real final two docs,
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with a cousin in one drive and a doppelganger in a team’s chat.
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It’s a project hub with no posts for nine months, no owner,
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and a guest who still has access because someone forgot.
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It’s links that 404 like it’s their personality.
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The symptoms are obvious to anyone who’s ever tried to search.
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You open SharePoint, search for a policy and get 17 near duplicates.
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One contradicts another one is four years old,
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three identical because someone copied a library for a quick win.
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Your average user clicks the top result and ships it.
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Now your process is wrong in production.
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Congratulations.
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You’ve industrialized confusion.
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Cost vectors, wasted storage is boring.
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Search noise is the killer when noise rises trust falls.
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People stop searching and start hoarding local copies just in case,
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which creates more duplicates.
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Compliance risk goes up because you can’t prove the version used
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was the approved version and copilot.
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It’s only as smart as your content.
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Feed it duplicates and rot and it cheerfully synthesizes nonsense
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with impeccable grammar.
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Root causes are painfully mundane, uncontrolled site creation.
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Anyone can click new, birthing a fresh chaos island.
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No life cycle sites are created but never retired.
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Vague ownership, the team owns it means no one does.
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Zero retention, content enters never leaves.
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And yes, your naming conventions are a joke,
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project Phoenix, Phoenix, Phoenix and Phoenix too,
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all equally unhelpful.
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Incident time, legal issues, a discovery request,
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produce the current supplier vetting policy for a specific period.
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You provide the top search result because of course you do
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requiring two references.
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Opposing Council presents another,
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same title, newer timestamp, mandating three references
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and a different cadence.
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Your organization just contradicted itself with its own content.
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Now you’re explaining sprawl to a judge
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who doesn’t care about your folder structure.
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Risk just went from theoretical to invoice.
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Matrix expose the landfill.
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Baseline your inactive site rate.
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Number of sites with no meaningful activity.
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Documents edited, pages modified, membership changes
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over the last 90 days divided by total sites.
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Duplicate ratio, use hash or metadata heuristics
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within libraries and across project hubs
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to estimate near identical copies.
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Search precision proxy,
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measure top 10 click through on the first result set
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for known queries.
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If people pogo click three items before staying,
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your precision is bad and your noise is high.
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Most people think they can fix this with a spreadsheet,
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a naming standard and a motivational talk
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at the next all hands.
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The truth?
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You can’t clean a landfill with sticky notes.
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You need enforcement that doesn’t rely on memory or goodwill.
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Policies, not posters, automation, not promises,
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everyday UDLA, new sites are created, new duplicates are minted
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and your risk curve gets steeper.
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Here’s the operational definition you’ll use.
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A healthy site has two named owners,
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recent activity and content under active retention
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or planned deletion.
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An unhealthy site lacks ownership, shows no activity for 90 days
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and contains duplicated or unlabeled content.
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If that sounds harsh, good.
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Governance is discipline automated, not heroics improvised.
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Once you accept that the conversation shifts,
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you stop debating culture and start instrumenting outcomes.
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You set thresholds, you notify owners, you lock records,
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you archive what’s dead, you reduce search noise
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so people find the source of truth without spelunking through five libraries
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and a team’s emoji thread.
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Enter actual enforcement.
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Enforced life cycle, stop off in sites.
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E3 versus E5.
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Diagnosis without enforcement is therapy without homework.
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We’re done venting, now we turn on policy.
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Goal, cut inactive sites by X% require real owners
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and move dead weight to read only or archive automatically.
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You’ll do it with licenses you already pay for.
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E3 can enforce with boring reliability.
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E5 and SharePoint advance management
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make the nagging and transitions automatic.
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Choose then execute, start with ownership.
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Every site has two named owners, not the team, named humans.
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They are the return address when something breaks.
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If one leaves, the other gets the notice.
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If both vanish, escalation starts.
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Ownership isn’t ceremonial, it’s accountability encoded.
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E3 first, you’ll build a simple, ruthless rhythm
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with power automate and graph usage signals.
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Step one, gate creation.
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Rute new site requests through a SharePoint list or Power Apps form.
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Collect Purpose, Sensitivity, Expected End Date and two owners.
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Enforce naming conventions in the form,
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DEBT, ProJ, Rage Code and Reject Duplicates.
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Approved provision from a template, no blank canvases.
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Step two, heartbeat checks every 90 days.
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A scheduled flow calls Microsoft 365 usage reports
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and the graph to evaluate meaningful activity,
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page edits, file modifications, membership changes.
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Views don’t count, tourists don’t keep a town alive.
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If a site shows no signal,
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owners get an attestation email, is this still in use?
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Are owners correct?
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Does the purpose still hold?
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One click responses, no answer in 14 days.
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Second notice, CC their manager.
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No answer in 30.
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Flip the site to internal only sharing,
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post a banner on the homepage and add it to an archive queue.
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That’s the E3 ladder, check, notify, escalate, tighten.
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Step three, archive and deletion.
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For sites that remain unresponsive at 180 or 270 days,
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move them to a manual archive process.
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Capture a snapshot of metadata,
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owners labels retention status,
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then initiate an admin driven archive or relocation
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to a low visibility hub.
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If retention labels or legal holds apply,
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you archive without violating policy.
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If they don’t, schedule deletion based on label rules,
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adults document, then act.
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Edge handling in E3 guests,
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add a flow that expires guest access on inactivity.
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Parade with periodic, intro access reviews,
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if you have them,
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if not, remove guests tied to sites that hit read only
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when the lights are off, visitors go home.
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Also, track ownerless sites by querying group ownership.
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If either owner field is empty,
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require replacement before the next attestation passes.
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Measurement is non-negotiable,
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baseline inactive site rate today,
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count sites with no meaningful activity in 90 days,
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divide by total, set a three month target.
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Expect the number to spike when you start.
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That’s not failure, that’s vision.
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Track the monthly trend and publish it.
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If owners ignore prompts, shorten the window
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and escalate faster.
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If managers ignore escalations,
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escalate to department admins, silence equals archive.
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Now E5 and SharePoint Advanced Management,
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enter policy that does the nagging for you.
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Configure inactive site policies.
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Choose thresholds 90, 180, 270 days,
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then let the service detect idle sites and email owners
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with a one click still in use, response.
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Ignore it and at the next threshold,
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the site transitions to read only automatically.
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Ignore again and it archives to Microsoft 365 archive.
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That’s cold storage that stays compliant
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and searchable for discovery without polluting live search.
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Translation of the highway, still on the map.
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Layer inside owner at a station.
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Policy prompts quarterly to confirm
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purpose, ownership and activity.
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If owners are missing, policy forces replacement.
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If owners don’t respond, escalation triggers.
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The system refuses to treat silence as consent.
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Often sites stop being a category
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because the platform won’t allow it.
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External sharing E5 gives you automated guest lifecycle.
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Tie inactive site state to guest exploration
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and access reviews.
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When a site goes read only, guests lose access.
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When it archives, external sharing shuts off.
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You don’t rely on remembering to remove a vendor
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who left a year ago.
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Property context matters.
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Stamp and expected end date at provisioning.
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Policies use that to tighten faster on time bound projects.
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Confidential sites.
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When inactivity hits, read only is immediate
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to reduce exfiltration risk while you verify status.
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Public team sites, archive sooner to lower search noise.
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Your lifecycle ladder encoded at 90 days
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of inactivity owner at a station required
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at 180 with no at a station read only at 270, archive,
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at 360 with no regulatory constraints,
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disposition review and deletion per retention labels.
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If retention or holds exist, archive persists.
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Disposition follows the label, not your feelings.
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E3 summary, form approvals, template provisioning,
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90 day checks via power automate, escalation to managers,
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manual archive queue.
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E5 summary, inactivity and attestation policies detect,
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notify and force read only,
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and archive automatically guest lifecycle rights shotgun,
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both require named owners, both reduce noise.
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One just saves you more time, turn it on,
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or enjoy paying to host a museum of abandoned ideas.
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Provision write, prevents brawl at creation,
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E3 versus E5, lifecycle is the bulldozer.
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Provisioning is the building code.
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If you let anyone poor concrete wherever they feel inspired,
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don’t act shocked when the city floods.
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The simplest way to stop brawl is to stop seeding it
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at creation.
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Standardize the start and you control the ending.
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Principle one, no blank canvases.
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People draw with crayons.
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You give them templates, site templates, plus site scripts
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that pre-built libraries, columns, views, default labels,
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navigation and a home page that doesn’t look like a rental property.
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Blueprint first, furniture second, E3 path.
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You’re going to run a request to provision pattern
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with boring consistency.
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A SharePoint list or lightweight power apps
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form collects five facts, business purpose, sensitivity,
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hub association, expected and date, and two named owners,
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not vibes, owners.
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Bake the naming convention into the form logic,
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de-apped pro-grag code.
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Enforce uniqueness at the form, not via please be careful emails.
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Approval flows exist for a reason.
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Power automate routes the request to whoever
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governs that hub or department.
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Approved, the flow creates the site with your chosen template,
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applies the site script, stamps the sensitivity label,
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sets external sharing defaults, and if relevant,
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creates the Microsoft team only from your sanctioned team’s template.
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No ad hoc team’s staple to random sites.
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You’re building a system not a garage sale.
254
00:09:56,960 –> 00:09:58,960
The template itself needs teeth.
255
00:09:58,960 –> 00:10:01,640
Include standard libraries, documents, decisions,
256
00:10:01,640 –> 00:10:04,560
contracts, working copies with required metadata.
257
00:10:04,560 –> 00:10:07,200
Make views that actually tell people what matters.
258
00:10:07,200 –> 00:10:08,320
Ready for review?
259
00:10:08,320 –> 00:10:09,240
Approved?
260
00:10:09,240 –> 00:10:10,320
Record?
261
00:10:10,320 –> 00:10:12,280
Set default retention labels per library
262
00:10:12,280 –> 00:10:14,400
where appropriate because starting content
263
00:10:14,400 –> 00:10:16,600
on the right clock beats chasing it later.
264
00:10:16,600 –> 00:10:18,960
Add a how this site works page with the three rules.
265
00:10:18,960 –> 00:10:20,040
Don’t duplicate sites.
266
00:10:20,040 –> 00:10:22,960
Use the libraries provided apply labels or auto-apply will.
267
00:10:22,960 –> 00:10:25,160
You want consistency across business scenarios,
268
00:10:25,160 –> 00:10:27,720
not one template to rule them all.
269
00:10:27,720 –> 00:10:30,040
Create a small catalog, department, project,
270
00:10:30,040 –> 00:10:31,520
client record center.
271
00:10:31,520 –> 00:10:32,880
Each has the same scaffolding.
272
00:10:32,880 –> 00:10:34,640
Owners default labels navigation,
273
00:10:34,640 –> 00:10:36,920
but different libraries or columns were justified.
274
00:10:36,920 –> 00:10:39,120
PNP provisioning earns its salary here.
275
00:10:39,120 –> 00:10:40,960
Capture your ideal site as a template
276
00:10:40,960 –> 00:10:43,200
and stamp it out perfectly every time.
277
00:10:43,200 –> 00:10:44,960
Save your creativity for your hobbies.
278
00:10:44,960 –> 00:10:46,560
Guard rails for duplication.
279
00:10:46,560 –> 00:10:49,600
In the request form, force selection of a hub or program,
280
00:10:49,600 –> 00:10:52,920
then check for existing sites using the client or project code.
281
00:10:52,920 –> 00:10:56,480
If one exists, link the requester there and deny the new site.
282
00:10:56,480 –> 00:10:59,600
This single friction point eliminates most accidental twins
283
00:10:59,600 –> 00:11:02,720
because the system refuses to birth siblings without a business case.
284
00:11:02,720 –> 00:11:04,520
Timebound work needs timers.
285
00:11:04,520 –> 00:11:08,040
Add provisioning, store, and expect it and date as a site property.
286
00:11:08,040 –> 00:11:11,040
Your lifecycle engine uses it to accelerate checks later.
287
00:11:11,040 –> 00:11:13,720
If the date passes and owners ignore attestation,
288
00:11:13,720 –> 00:11:16,000
the site moves to read only faster.
289
00:11:16,000 –> 00:11:17,120
Deadlines that mean things.
290
00:11:17,120 –> 00:11:18,320
What a concept.
291
00:11:18,320 –> 00:11:20,640
External sharing defaults depend on scenario.
292
00:11:20,640 –> 00:11:23,080
Department sites, internal only by default.
293
00:11:23,080 –> 00:11:26,240
Client or vendor workspaces, existing guests only,
294
00:11:26,240 –> 00:11:28,120
or even separate external only sites
295
00:11:28,120 –> 00:11:31,320
if you don’t trust your average user to avoid oversharing.
296
00:11:31,320 –> 00:11:33,520
In E3, you harden defaults in the template
297
00:11:33,520 –> 00:11:36,440
and use flows to expire guest access on the schedule.
298
00:11:36,440 –> 00:11:39,040
Simple, effective E5 and SharePoint advance management
299
00:11:39,040 –> 00:11:40,240
raise the walls higher.
300
00:11:40,240 –> 00:11:41,640
You can restrict site creation parts
301
00:11:41,640 –> 00:11:43,880
so people can’t bypass your request flow.
302
00:11:43,880 –> 00:11:46,760
Enforced default sensitivity labels at creation via policy.
303
00:11:46,760 –> 00:11:48,880
Require owner attestation on day one.
304
00:11:48,880 –> 00:11:51,080
Tie teams creation to approvals back by policy,
305
00:11:51,080 –> 00:11:54,280
not just custom workflows, translation, fewer holds, fewer.
306
00:11:54,280 –> 00:11:56,200
I thought I could just moments.
307
00:11:56,200 –> 00:11:58,920
With advance management, you also get smarter controls tied
308
00:11:58,920 –> 00:12:00,640
to properties you stamp at creation.
309
00:12:00,640 –> 00:12:02,240
Confidential project.
310
00:12:02,240 –> 00:12:04,640
Policy autosets, stricter external sharing
311
00:12:04,640 –> 00:12:06,480
and blocks public links.
312
00:12:06,480 –> 00:12:08,320
End date soon attestation windows shrink
313
00:12:08,320 –> 00:12:09,880
as the project approaches closure.
314
00:12:09,880 –> 00:12:12,200
When the site goes inactive, read only an archive
315
00:12:12,200 –> 00:12:14,320
happen automatically without your flows pretending
316
00:12:14,320 –> 00:12:15,200
to be a robot.
317
00:12:15,200 –> 00:12:17,280
Information architecture is not optional.
318
00:12:17,280 –> 00:12:20,680
Content types exist so you stop improvising columns every Tuesday.
319
00:12:20,680 –> 00:12:24,160
Define a small set, contract, decision, policy, draft,
320
00:12:24,160 –> 00:12:27,360
with scoped metadata and wire them into your templates.
321
00:12:27,360 –> 00:12:29,240
Default labels align to those types.
322
00:12:29,240 –> 00:12:31,120
Contract gets seven years in record,
323
00:12:31,120 –> 00:12:33,000
draft gets 30 days then delete,
324
00:12:33,000 –> 00:12:35,520
which means drafts age out without a meeting
325
00:12:35,520 –> 00:12:38,200
and search stops returning yesterday’s half-baked thought.
326
00:12:38,200 –> 00:12:40,320
KPIs prove provisioning is working.
327
00:12:40,320 –> 00:12:43,720
Track time to provision, request to live site in minutes, not days.
328
00:12:43,720 –> 00:12:45,520
Track denied duplicates.
329
00:12:45,520 –> 00:12:48,240
How many requests redirected to existing sites
330
00:12:48,240 –> 00:12:50,120
because your check found a match?
331
00:12:50,120 –> 00:12:52,880
Track template drift, sites missing required libraries
332
00:12:52,880 –> 00:12:55,000
or columns then run corrective flows
333
00:12:55,000 –> 00:12:56,720
that fix drift or flag owners.
334
00:12:56,720 –> 00:13:00,320
Drift falls, find ability rises, your co-pilot stops hallucinating
335
00:13:00,320 –> 00:13:01,880
two truths and a lie.
336
00:13:01,880 –> 00:13:03,800
You’re probably thinking, isn’t this restrictive?
337
00:13:03,800 –> 00:13:05,400
No, it’s predictable.
338
00:13:05,400 –> 00:13:08,840
Predictability is how machines and organizations scale.
339
00:13:08,840 –> 00:13:10,640
The right thing must be the easiest thing
340
00:13:10,640 –> 00:13:12,320
and the only thing obviously available.
341
00:13:12,320 –> 00:13:14,600
If someone wants bespoke, they file an exception
342
00:13:14,600 –> 00:13:18,000
with an end date, exceptions expire, standards persist.
343
00:13:18,000 –> 00:13:21,480
Provisioning done right prevents 70% of sprawl before it exists.
344
00:13:21,480 –> 00:13:23,560
Life cycle then cleans what slips through.
345
00:13:23,560 –> 00:13:24,920
Together they turn your environment
346
00:13:24,920 –> 00:13:27,200
from a junk drawer into a labeled cabinet,
347
00:13:27,200 –> 00:13:29,040
adults label their cabinets.
348
00:13:29,040 –> 00:13:32,360
Control the content, retention labels that actually work.
349
00:13:32,360 –> 00:13:33,800
E3 versus E5.
350
00:13:33,800 –> 00:13:37,240
Provisioning sets the shelves, life cycle moves dusty boxes out.
351
00:13:37,240 –> 00:13:39,800
Now we decide what stays, what locks and what vanishes
352
00:13:39,800 –> 00:13:40,920
on schedule.
353
00:13:40,920 –> 00:13:44,520
Enter retention labels, the scalpel, not the paint roller.
354
00:13:44,520 –> 00:13:46,480
Most of you sprayed broad retention policies
355
00:13:46,480 –> 00:13:48,800
across entire sites and called it governance.
356
00:13:48,800 –> 00:13:50,160
That’s container thinking.
357
00:13:50,160 –> 00:13:51,720
Labels operate at the item level,
358
00:13:51,720 –> 00:13:54,840
override those broad policies and create defensible outcomes.
359
00:13:54,840 –> 00:13:57,080
It’s not just a tag, it’s a contract with a timer.
360
00:13:57,080 –> 00:13:58,240
Start with a clean distinction
361
00:13:58,240 –> 00:14:00,440
because the average user muddles this daily.
362
00:14:00,440 –> 00:14:02,160
A retention policy targets locations
363
00:14:02,160 –> 00:14:04,600
and keep everything in this site for five years.
364
00:14:04,600 –> 00:14:05,720
Useful baseline.
365
00:14:05,720 –> 00:14:07,760
A retention label targets the document,
366
00:14:07,760 –> 00:14:09,680
keep this specific contract for seven years,
367
00:14:09,680 –> 00:14:12,800
market as a record, then delete after disposition.
368
00:14:12,800 –> 00:14:14,080
Presidents matters.
369
00:14:14,080 –> 00:14:16,360
If both apply, the label wins,
370
00:14:16,360 –> 00:14:18,400
which is why labels belong on the crown jewels
371
00:14:18,400 –> 00:14:20,360
and policies are the carpet underneath.
372
00:14:20,360 –> 00:14:23,160
Now how do labels get on files without begging humans
373
00:14:23,160 –> 00:14:26,080
who still name things final, final knew?
374
00:14:26,080 –> 00:14:29,200
Four reliable routes, one sensitive information types.
375
00:14:29,200 –> 00:14:32,440
If the document contains card numbers or national IDs,
376
00:14:32,440 –> 00:14:35,720
or to apply the confidential finance seven years label,
377
00:14:35,720 –> 00:14:37,280
two keywords and properties.
378
00:14:37,280 –> 00:14:40,560
If content type equals contract or title includes SOW,
379
00:14:40,560 –> 00:14:43,320
apply contract seven years record.
380
00:14:43,320 –> 00:14:45,640
Three, trainable classifiers in E5.
381
00:14:45,640 –> 00:14:48,640
You feed the system a set of real marketing plan examples.
382
00:14:48,640 –> 00:14:51,440
It learns the structure and labels future plans at scale.
383
00:14:51,440 –> 00:14:53,880
Four, cloud attachments and shared links.
384
00:14:53,880 –> 00:14:56,120
When someone shares a file via Outlook or Teams,
385
00:14:56,120 –> 00:14:57,600
labeling can follow that activity
386
00:14:57,600 –> 00:14:59,520
so the governance keeps up with collaboration.
387
00:14:59,520 –> 00:15:02,200
Operational truths and yes, you’ll ignore them the first time.
388
00:15:02,200 –> 00:15:05,720
Auto-apply never labels folders or document sets only items.
389
00:15:05,720 –> 00:15:08,360
Auto-apply never overrides an existing label.
390
00:15:08,360 –> 00:15:11,680
Intent is preserved even if your new rule is more correct.
391
00:15:11,680 –> 00:15:13,320
Deployment isn’t instant.
392
00:15:13,320 –> 00:15:15,600
Service site processing means it can take days
393
00:15:15,600 –> 00:15:17,280
to light up across SharePoint.
394
00:15:17,280 –> 00:15:20,120
And no, your urgent email won’t accelerate cloud pipelines.
395
00:15:20,120 –> 00:15:21,240
So you simulate first.
396
00:15:21,240 –> 00:15:24,880
In both E3 and E5, run auto labeling in simulation mode,
397
00:15:24,880 –> 00:15:27,760
review the matches, adjust conditions, then go live.
398
00:15:27,760 –> 00:15:31,160
If distribution stalls, SharePoint policies sometimes nap,
399
00:15:31,160 –> 00:15:33,880
check status and retry distribution.
400
00:15:33,880 –> 00:15:35,160
Verification isn’t a vibe.
401
00:15:35,160 –> 00:15:37,080
Use activity explorer to confirm labels
402
00:15:37,080 –> 00:15:38,840
are applying where you expect.
403
00:15:38,840 –> 00:15:41,600
If your contract label touches six files a week in legal,
404
00:15:41,600 –> 00:15:42,840
either your conditions are wrong
405
00:15:42,840 –> 00:15:45,400
or your lawyers are naming documents like poets.
406
00:15:45,400 –> 00:15:47,360
Records are where labels earn their salary.
407
00:15:47,360 –> 00:15:49,840
Mark critical items as records and edits freeze.
408
00:15:49,840 –> 00:15:51,760
Deleation 2 until the clock runs out.
409
00:15:51,760 –> 00:15:54,480
At the end, the system executes a defensible action,
410
00:15:54,480 –> 00:15:56,960
delete, keep or root to disposition review.
411
00:15:56,960 –> 00:15:59,280
That last step matters for regulated content.
412
00:15:59,280 –> 00:16:00,840
Humans review the final cut list.
413
00:16:00,840 –> 00:16:02,400
Machines do the actual deletion.
414
00:16:02,400 –> 00:16:05,400
You want audit trails that say what happened when and why
415
00:16:05,400 –> 00:16:07,600
without screenshots of someone’s desktop.
416
00:16:07,600 –> 00:16:11,040
Event-based retention is non-negotiable for business reality.
417
00:16:11,040 –> 00:16:13,000
Start the clock at the event that matters.
418
00:16:13,000 –> 00:16:15,160
Contract end, employee exit,
419
00:16:15,160 –> 00:16:16,400
matter closed.
420
00:16:16,400 –> 00:16:18,440
You define events like contract closed,
421
00:16:18,440 –> 00:16:19,640
the label listens,
422
00:16:19,640 –> 00:16:22,440
and when the event fires, the retention period begins.
423
00:16:22,440 –> 00:16:24,240
That’s the difference between vaguely forever
424
00:16:24,240 –> 00:16:25,680
and precisely until.
425
00:16:25,680 –> 00:16:27,560
Spoiler, regulators prefer precise.
426
00:16:27,560 –> 00:16:29,240
E3 versus E5.
427
00:16:29,240 –> 00:16:31,840
In E3, you get the core playbook, create labels,
428
00:16:31,840 –> 00:16:34,400
publish them, set default labels by library,
429
00:16:34,400 –> 00:16:36,920
and use auto-apply with sensitive info types
430
00:16:36,920 –> 00:16:39,080
and basic keyword property rules.
431
00:16:39,080 –> 00:16:41,800
It works if your templates and metadata are disciplined.
432
00:16:41,800 –> 00:16:44,120
In E5, you add scale and brains.
433
00:16:44,120 –> 00:16:46,960
Trainable classifiers advanced auto-labeling analytics
434
00:16:46,960 –> 00:16:49,920
that show coverage and close ties with other purview controls,
435
00:16:49,920 –> 00:16:51,560
DLP that respects labels,
436
00:16:51,560 –> 00:16:54,120
richer records workflows, better reporting.
437
00:16:54,120 –> 00:16:55,800
Translation E3 demands RIGA,
438
00:16:55,800 –> 00:16:58,600
E5 reduces manual babysitting, practical build,
439
00:16:58,600 –> 00:17:00,320
not fantasy spreadsheets.
440
00:17:00,320 –> 00:17:01,840
Start with a compact file plan,
441
00:17:01,840 –> 00:17:04,520
12 to 20 labels mapped to real obligations.
442
00:17:04,520 –> 00:17:06,600
Contracts, policies, financial statements,
443
00:17:06,600 –> 00:17:08,480
supplier records, employee records,
444
00:17:08,480 –> 00:17:11,000
marketing collateral, decisions, drafts.
445
00:17:11,000 –> 00:17:14,520
Each gets a period, an action, and a record flag where needed.
446
00:17:14,520 –> 00:17:16,160
Publish to your priority sites.
447
00:17:16,160 –> 00:17:18,320
Instructured libraries set a default label
448
00:17:18,320 –> 00:17:20,800
so content lands on the right clock by default.
449
00:17:20,800 –> 00:17:23,360
In messy zones, lean on conservative auto-apply.
450
00:17:23,360 –> 00:17:25,280
Expand when results prove accurate.
451
00:17:25,280 –> 00:17:28,080
Drafts are rot factories, so cut their oxygen.
452
00:17:28,080 –> 00:17:30,480
Create, draft, 30 days then delete.
453
00:17:30,480 –> 00:17:32,840
Auto-apply to items with status equals draft
454
00:17:32,840 –> 00:17:34,840
or content type equals draft.
455
00:17:34,840 –> 00:17:38,280
Suddenly, working copies expire on purpose instead of squatting forever.
456
00:17:38,280 –> 00:17:41,080
Your search results stop showing yesterday’s half-thought
457
00:17:41,080 –> 00:17:43,880
and co-pilot stops synthesizing three competing versions
458
00:17:43,880 –> 00:17:45,440
into one confident lie.
459
00:17:45,440 –> 00:17:47,960
You’ll also impose light friction where it matters.
460
00:17:47,960 –> 00:17:51,440
Require a label before publish in authoritative libraries.
461
00:17:51,440 –> 00:17:54,040
Policies and procedures, contracts, financials.
462
00:17:54,040 –> 00:17:56,560
It’s a single drop-down, not a hero’s quest.
463
00:17:56,560 –> 00:17:57,920
The payoff is enormous.
464
00:17:57,920 –> 00:17:59,880
Records get locked and unlabeled content
465
00:17:59,880 –> 00:18:01,320
doesn’t slip into production.
466
00:18:01,320 –> 00:18:03,320
Governance admins monitor and tune.
467
00:18:03,320 –> 00:18:05,920
Weekly review of Activity Explorer to find libraries
468
00:18:05,920 –> 00:18:07,720
under-labeled or over-matched.
469
00:18:07,720 –> 00:18:10,160
Tighten conditions if you see false positives
470
00:18:10,160 –> 00:18:12,200
broadened if coverage is thin.
471
00:18:12,200 –> 00:18:14,480
Quarterly review disposition reports
472
00:18:14,480 –> 00:18:17,440
what got deleted by which label with whose approval.
473
00:18:17,440 –> 00:18:21,080
The audit trail is your shield when legal asks why this went away.
474
00:18:21,080 –> 00:18:23,720
Matrix tie back to your promises as draft labels
475
00:18:23,720 –> 00:18:25,880
delete clutter and contract policy labels
476
00:18:25,880 –> 00:18:28,680
lock authoritative versions, duplicate ratios,
477
00:18:28,680 –> 00:18:31,040
fall in search precision rises.
478
00:18:31,040 –> 00:18:32,840
Measure labeled items over time,
479
00:18:32,840 –> 00:18:36,360
deletions by label and top result click through for known queries.
480
00:18:36,360 –> 00:18:39,240
When noise declines, first click accuracy climbs.
481
00:18:39,240 –> 00:18:41,040
Copilot draws from cleaner sources
482
00:18:41,040 –> 00:18:43,320
and sounds less like a persuasive intern.
483
00:18:43,320 –> 00:18:45,160
Final correction for the average user.
484
00:18:45,160 –> 00:18:46,760
A label isn’t decorative.
485
00:18:46,760 –> 00:18:48,120
It’s policy with teeth.
486
00:18:48,120 –> 00:18:50,120
Apply intentionally, automate aggressively,
487
00:18:50,120 –> 00:18:51,800
verify continuously.
488
00:18:51,800 –> 00:18:55,520
Then watch the landfill stop growing and start compressing.
489
00:18:55,520 –> 00:18:58,000
Human rules operate the system like adults.
490
00:18:58,000 –> 00:18:58,880
Tools don’t fail.
491
00:18:58,880 –> 00:18:59,480
People do.
492
00:18:59,480 –> 00:19:01,480
So we assign roles, remove ambiguity,
493
00:19:01,480 –> 00:19:02,720
and encode accountability.
494
00:19:02,720 –> 00:19:06,040
So even the average user can’t improvise their way back to chaos.
495
00:19:06,040 –> 00:19:08,440
Side owners first, two named humans per site.
496
00:19:08,440 –> 00:19:11,000
They approve access, keep membership clean,
497
00:19:11,000 –> 00:19:12,840
and answer quarterly attestation.
498
00:19:12,840 –> 00:19:13,640
Purpose.
499
00:19:13,640 –> 00:19:15,880
Owners activity, three clicks, not a memoir.
500
00:19:15,880 –> 00:19:17,800
One leaves, the other replaces them.
501
00:19:17,800 –> 00:19:19,080
Both vanish.
502
00:19:19,080 –> 00:19:21,880
Escalation, then read only then archive.
503
00:19:21,880 –> 00:19:23,240
Silence is not stewardship.
504
00:19:23,240 –> 00:19:25,400
Silence is consent to archive.
505
00:19:25,400 –> 00:19:27,320
Content managers curate structure and labels.
506
00:19:27,320 –> 00:19:28,760
They don’t organize later.
507
00:19:28,760 –> 00:19:30,360
They apply default labels now.
508
00:19:30,360 –> 00:19:32,840
Watch author apply results weekly and fix drift.
509
00:19:32,840 –> 00:19:35,800
If drafts pile up, they enable the draft label or shorten retention.
510
00:19:35,800 –> 00:19:38,120
If search returns noise, they don’t write tip sheets.
511
00:19:38,120 –> 00:19:39,960
They fix the library and the metadata.
512
00:19:39,960 –> 00:19:41,560
Find abilities, their job description.
513
00:19:41,560 –> 00:19:44,360
Governance admins configure policies, not pep talks.
514
00:19:44,360 –> 00:19:47,240
They tune inactivity thresholds, maintain templates,
515
00:19:47,240 –> 00:19:49,240
and review exceptions monthly.
516
00:19:49,240 –> 00:19:52,120
They enforce the building codes we already established.
517
00:19:52,120 –> 00:19:55,080
Creation, via request, templates applied,
518
00:19:55,080 –> 00:19:58,040
sensitivity labels stamped, and dates captured.
519
00:19:58,040 –> 00:20:00,760
When someone demands bespoke, the admin asks for a business case
520
00:20:00,760 –> 00:20:02,360
and an expiration date.
521
00:20:02,360 –> 00:20:05,160
I like my way is not a business case, ritual matters.
522
00:20:05,160 –> 00:20:08,680
Quarantly attestation happens on a schedule with automatic consequences.
523
00:20:08,680 –> 00:20:11,000
Mr. Window once read only until you confirm.
524
00:20:11,000 –> 00:20:11,960
Miss it twice?
525
00:20:11,960 –> 00:20:12,840
Archive Q.
526
00:20:12,840 –> 00:20:15,320
You don’t debate motivation, you enforce state.
527
00:20:15,320 –> 00:20:16,680
Owners who care click.
528
00:20:16,680 –> 00:20:18,440
Owners who don’t are replaced.
529
00:20:18,440 –> 00:20:21,480
User education gets three rules, not a novella.
530
00:20:21,480 –> 00:20:22,760
Don’t duplicate sites.
531
00:20:22,760 –> 00:20:23,560
Search first.
532
00:20:23,560 –> 00:20:24,920
Use the approved templates.
533
00:20:24,920 –> 00:20:27,960
No freestyle libraries apply labels or let auto apply do it,
534
00:20:27,960 –> 00:20:29,480
but fix none when you see it.
535
00:20:29,480 –> 00:20:30,120
That’s it.
536
00:20:30,120 –> 00:20:31,720
Anything more becomes trivia.
537
00:20:31,720 –> 00:20:34,840
Exceptions exist, but they’re documented, scoped and temporary.
538
00:20:35,160 –> 00:20:38,440
Filer request with justification, scoped owner and time limit.
539
00:20:38,440 –> 00:20:41,960
Approved deviations expire automatically unless re-justified.
540
00:20:41,960 –> 00:20:44,920
Every exception is visible to admins and reportable to leadership.
541
00:20:44,920 –> 00:20:46,920
Sunlight prevents myth making.
542
00:20:46,920 –> 00:20:48,600
Reporting keeps everyone honest.
543
00:20:48,600 –> 00:20:51,720
Monthly dashboards show inactive site rate, duplicate ratio,
544
00:20:51,720 –> 00:20:53,720
and search precision proxy.
545
00:20:53,720 –> 00:20:55,640
Green trends earn fewer meetings.
546
00:20:55,640 –> 00:20:57,560
Red trends get phone calls.
547
00:20:57,560 –> 00:21:00,760
Executives see risk down, cost down, find ability up.
548
00:21:00,760 –> 00:21:02,760
Nobody needs a sermon when the chart is obvious.
549
00:21:02,760 –> 00:21:04,040
You might think this is heavy-handed.
550
00:21:04,040 –> 00:21:04,520
It’s not.
551
00:21:04,520 –> 00:21:05,640
It’s adult-handed.
552
00:21:05,640 –> 00:21:09,080
Systems scale when rules are explicit and consequences are automatic.
553
00:21:09,080 –> 00:21:13,000
The alternative is asking nicely and then acting surprised when entropy wins.
554
00:21:13,000 –> 00:21:15,640
Again, measure outcomes prove it’s working.
555
00:21:15,640 –> 00:21:17,960
You promised numbers, deliver them with the same discipline
556
00:21:17,960 –> 00:21:19,720
you allegedly apply to budgets.
557
00:21:19,720 –> 00:21:21,560
Define xyz in plain math.
558
00:21:21,560 –> 00:21:23,080
X inactive site reduction.
559
00:21:23,080 –> 00:21:26,120
Baseline today, sites with no meaningful activity in 90 days
560
00:21:26,120 –> 00:21:27,480
divided by total sites.
561
00:21:27,480 –> 00:21:29,160
Set a 90-day reduction target.
562
00:21:29,160 –> 00:21:30,760
You duplicate cut.
563
00:21:30,760 –> 00:21:33,880
Use a consistent heuristic, same name, similar size,
564
00:21:33,880 –> 00:21:36,680
close modified dates, or hashing in priority libraries
565
00:21:36,680 –> 00:21:38,360
to estimate near duplicates.
566
00:21:38,360 –> 00:21:39,800
Track reduction by quarter.
567
00:21:39,800 –> 00:21:41,480
Z, search precision lift.
568
00:21:41,480 –> 00:21:44,920
Measure first result, set click through for representative queries.
569
00:21:44,920 –> 00:21:47,240
Fewer pogo clicks equals higher precision.
570
00:21:47,240 –> 00:21:48,520
Week 0 is your freeze frame.
571
00:21:48,520 –> 00:21:51,080
Pull Microsoft 365 usage and graph reports.
572
00:21:51,080 –> 00:21:53,160
Snapshot duplicates on priority hubs.
573
00:21:53,160 –> 00:21:54,440
Capture search analytics.
574
00:21:54,440 –> 00:21:55,400
Save the evidence.
575
00:21:55,400 –> 00:21:58,200
Without before, your after is theater.
576
00:21:58,200 –> 00:22:00,120
Operationalize the review loop.
577
00:22:00,120 –> 00:22:02,200
Monthly, plot x, y, z.
578
00:22:02,200 –> 00:22:04,040
If x stalls, tighten life cycle.
579
00:22:04,040 –> 00:22:07,880
Shorten attestation windows accelerate read only escalate faster.
580
00:22:07,880 –> 00:22:10,760
If y won’t budge, expand draft auto delete,
581
00:22:10,760 –> 00:22:13,480
widen auto-apply coverage, and clamp working copies
582
00:22:13,480 –> 00:22:14,760
with shorter retention.
583
00:22:14,760 –> 00:22:17,560
If z lags, surface authoritative libraries and templates
584
00:22:17,560 –> 00:22:19,560
promote labeled records in search archive
585
00:22:19,560 –> 00:22:22,280
dead sites poisoning relevance at secondary metrics
586
00:22:22,280 –> 00:22:24,280
that expose human behavior.
587
00:22:24,280 –> 00:22:26,520
Owner responds rate to attestations.
588
00:22:26,520 –> 00:22:28,760
Time to provision from request to live site,
589
00:22:28,760 –> 00:22:31,720
percentage of labeled items in authoritative libraries,
590
00:22:31,720 –> 00:22:34,120
disposition actions executed per month.
591
00:22:34,120 –> 00:22:35,480
These are leading indicators.
592
00:22:35,480 –> 00:22:37,640
If they are healthy, the headline metrics follow.
593
00:22:37,640 –> 00:22:39,960
Communicate like an adult.
594
00:22:39,960 –> 00:22:41,080
One page brief.
595
00:22:41,080 –> 00:22:41,880
Three deltas.
596
00:22:41,880 –> 00:22:43,000
One next action.
597
00:22:43,000 –> 00:22:45,880
Risk down fewer orphan sites, fewer external guests
598
00:22:45,880 –> 00:22:47,640
on idle sites, cost down,
599
00:22:47,640 –> 00:22:50,680
archive storage up labeled deletions executed,
600
00:22:50,680 –> 00:22:53,880
findability up, first click accuracy improved.
601
00:22:53,880 –> 00:22:56,760
Next action adjust thresholds or expand labels.
602
00:22:56,760 –> 00:22:59,080
No adjectives, just numbers and a lever to pull.
603
00:22:59,080 –> 00:23:00,920
Finally, lock the cadence.
604
00:23:00,920 –> 00:23:03,560
Quarterly governance review with owners, admins,
605
00:23:03,560 –> 00:23:05,160
and one executive sponsor.
606
00:23:05,160 –> 00:23:08,280
You show trends, exceptions, and the small list of policy tweaks.
607
00:23:08,280 –> 00:23:10,760
They approve and remove blockers, then you implement.
608
00:23:10,760 –> 00:23:13,320
Governance is a control system, measure correct repeat,
609
00:23:13,320 –> 00:23:14,440
entropy doesn’t quit.
610
00:23:14,440 –> 00:23:15,400
Neither should you.
611
00:23:15,400 –> 00:23:17,160
One mandate, then action.
612
00:23:17,160 –> 00:23:18,200
Single take away.
613
00:23:18,200 –> 00:23:21,480
Governance is discipline automated, not heroics improvised.
614
00:23:21,480 –> 00:23:25,000
Turn on life cycle, standardize provisioning, enforce retention labels.
615
00:23:25,000 –> 00:23:27,320
Today, define ex-wizer and publish them monthly.
616
00:23:27,320 –> 00:23:30,040
If numbers don’t move, tighten controls without debate,
617
00:23:30,040 –> 00:23:32,040
entropy won’t pause for your feelings.
618
00:23:32,040 –> 00:23:34,280
If this saved you time, repay the debt.
619
00:23:34,280 –> 00:23:34,760
Subscribe.
620
00:23:34,760 –> 00:23:37,320
Next, queue up the walkthroughs,
621
00:23:37,320 –> 00:23:39,240
life cycle enforcement, template provisioning,
622
00:23:39,240 –> 00:23:40,280
and retention labeling,
623
00:23:40,280 –> 00:23:42,120
so you can implement without gas work.
624
00:23:42,120 –> 00:23:44,120
Then go start the attestation policy now.