How to Plan, Manage and Control SharePoint Projects
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This document discusses how to effectively plan, execute, and control SharePoint projects. It covers establishing success criteria by defining goals and deliverables. It emphasizes collaboratively engineering solutions by educating stakeholders and prioritizing needs. Developing relevant project plans includes estimating work, creating schedules, and assessing resources. Finally, it addresses effectively managing the project through tracking progress, analyzing status, correcting schedules, and managing changes.
How to Plan, Manage and Control SharePoint Projects
- 1. How to Effectively Plan, Execute and Control SharePoint Projects Dux Raymond Sy, PMP, MVP Managing Partner, Innovative-e Level: Intermediate Video Recording: https://vimeo.com/55729180
- 2. Objectives • In this presentation, you will learn the essential components of delivering successful SharePoint projects • In addition, you'll learn key techniques in: – Establishing Project Success Criteria – Collaboratively Engineer a Solution – Developing Relevant Project Plan – Executing and Controlling a SharePoint Project
- 3. Agenda • Can’t We Just Focus on the Technology? • Establish Success Criteria • Collaboratively Engineer a Solution • Develop Relevant Project Plan • Effectively Manage the Project
- 4. Agenda • Can’t We Just Focus on the Technology? • Establish Success Criteria • Collaboratively Engineer a Solution Why won’t • Develop Relevant Project Plan this one fit? • Effectively Manage the Project
- 5. Typical Scenarios • Pilot deployment for IT then magically it becomes an enterprise production deployment – No planning – Everything is ad-hoc – No budget earmarked • Heavily customized implementation by techies lacking SharePoint skillz
- 6. Implementation Continuum Draconian IT Governed Wild Wild Control Empowerment West Chaos
- 7. Agenda • Can’t We Just Focus on the Technology? • Establish Success Criteria • Collaboratively Engineer a Solution • Develop Relevant Project Plan • Effectively Manage the Project
- 8. What Does Winning Look Like? • Why is SharePoint being implemented? • What is the Priority? – Time – Cost/Budget – Scope • Identify Key Stakeholders – Sponsor – Customer – Team
- 9. Establish Rules of Engagement • Project Phases – Initiation – Planning – Execution – Control – Closing • Roles and Responsibilities • Project Communication • Project Tracking
- 10. Agenda • Can’t We Just Focus on the Technology? • Establish Success Criteria • Collaboratively Engineer a Solution • Develop Relevant Project Plan • Effectively Manage the Project
- 11. Executive Ignorance Is Not Bliss • Execs ordered SharePoint to be deployed – Do they REALLY understand the value of SharePoint to the organization? – Is the budget realistic? • As the enlightened ones, it’s our responsibility to raise executive awareness about SharePoint
- 12. Educate and Engage the Business • SharePoint is more than just a glorified network share – Stress that SharePoint is a platform • Tip: Address their pain points – Provide high-level technology overview – Discuss business challenges – Map it to a SharePoint Solution
- 13. Don’t Call it SharePoint • Enterprise Solutions – Corporate Intranet – Content Management • Point Solutions – Employee Onboarding System for Human Resources – Conference Room Scheduling System for Facilities – Project Management Information System for PMs • System Integration • Custom Application Development
- 14. Keep Priorities in Order • You can’t do it all! – What business need should you solve first? – What are common features that can be deployed? • Project scope must be limited and specific – What’s important? Time? Budget? Functionality? • Tip: Involve decision makers in planning and prioritization
- 15. Agenda • Can’t We Just Focus on the Technology? • Establish Success Criteria • Collaboratively Engineer a Solution • Develop Relevant Project Plan • Effectively Manage the Project
- 16. Define Project Goal • A clear, quantifiable statement of project intent – Why is the project being undertaken? – What will the project achieve? – Who is the customer? – When is the deadline? – Where will the project be implemented? – Any constraints?
- 17. Example: Project Goal The current SharePoint 2007 intranet will be upgraded to SharePoint 2010 throughout the university in order to increase adoption and reduce IT support requirements. The upgrade should be completed a month before Fall semester begins.
- 18. Identify Relevant Deliverables • Apart from the end product, what are the essential project artifacts and or milestones that needs to be completed? • For example: – Governance Plan – Training – Content Migration – SharePoint 2010 Installation and Configuration
- 19. Define the Work Needed SharePoint 2010 Upgrade Content Install & Governance Training Migration Configure
- 20. What are You Estimating For? Duration Work Resourc e Attend Conference Paint This Room Install SharePoint 2010 on Single Server
- 21. Create Schedule
- 22. IT Can You Handle This? • Implementation – Do you have the relevant skillsets to plan, engage with the business, deploy SharePoint? – Are key processes for release management, disaster recovery, auditing in place? • Support and Maintenance – What does the support structure look like? – Resources available for maintaining related technologies? • Future Releases
- 23. Agenda • Can’t We Just Focus on the Technology? • Establish Success Criteria • Collaboratively Engineer a Solution • Develop Relevant Project Plan • Effectively Manage the Project
- 24. What Do You Track? • Making time to gather intelligence about the progress of the project is a significant priority for the project manager • What critical elements of a project do you track? – Schedule – Risks – Changes • Tracking with percentages doesn’t mean jack squat
- 25. Tracking Process • Monitoring Progress • Analyzing Status • Correcting the Schedule • Managing Changes
- 26. Questions? Dux Raymond Sy [email protected]
- 27. Thank You!