Identify document management participants and stakeholders

Applies To: Office SharePoint Server 2007

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Topic Last Modified: 2016-11-14

The first step in your document management planning is to determine the stakeholders and participants in your document management solution. You can use a survey to collect this information. For example, your survey might contain the following questions:

1. Who in your organization creates documents?

2. What types of documents do they create?

3. Who reviews documents?

4. Who edits documents?

5. Who uses documents?

6. Who approves the publication of documents?

7. Who designs Web sites used for hosting documents?

8. Who sets guidelines and policies for managing documents?

9. Who manages records in your organization?

10. Who deploys and maintains the servers on which documents are stored?

Worksheet action
Each of these questions can yield multiple answers. Record the information you gather from the survey in the Document management participants worksheet (https://go.microsoft.com/fwlink/?LinkId=73285&clcid=0x409), as in the following example.

Position	Types of documents	Role
Financial analyst Technical writer	Equity research note Financial model Web page	Author
Financial analyst Manager	Equity research note Financial model	Reviewer
Technical editor	Equity research note Web page	Editor
Customer	Equity research note Financial model Web page	Reader
Corporate lawyer Manager	Equity research note Financial model Web page	Content approver
Server administrator	All	IT specialist
Database manager	All	Database specialist
Compliance officer	All	Legal specialist
Records manager	All	Records manager
Site manager	All	Content publisher
Site administrator	All	Content auditor

Identifying content stakeholders can help you ensure that your document management solution is comprehensive, and that you design sites and document libraries that suit your enterprise's content needs and processes.

Worksheet

Document management participants worksheet (https://go.microsoft.com/fwlink/?LinkId=73285&clcid=0x409)

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• Plan Sites and Features, Part 1

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