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Getting The Green Light - Pitching SharePoint Projects
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Getting The Green Light - Pitching SharePoint Projects


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An effective pitch can allow executives to understand the power of SharePoint. Learn how to quickly explain your project in a dynamic way to get the green light.

An effective pitch can allow executives to understand the power of SharePoint. Learn how to quickly explain your project in a dynamic way to get the green light.

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  • 1. Karuana Gatimu, ECMp Business Solution Architect ● @karuanaGetting the Green LightHow to Pitch a SharePoint Project
  • 2. Elements of a Good Pitch• Clear business value• Measureable goal• Internal support – Executive sponsors, user community, stake holders• Reasonable timeline• Phased approach• The “X” Factor 2
  • 3. Executive Sponsors & You• Every “C” level person wants: – To be knowledgeable – To be ahead of their peers – To bring favor to the company and their area of responsibility• Only some want to: – Be ahead of the crowd – Champion change – Pay for what’s needed 3
  • 4. Selecting the Right Project• Know the true agenda of your executive sponsor• Pick a project with returns you can demonstrate• Minimize scope creep and development time – Technology is continually changing in this area• Walk don’t jump into your deployment• Leverage your vendors! 4
  • 6. Workshop Team Roles IT Exec Sponsor Legal / Audit Management Program Developer Manager 6
  • 7. Competing Priorities Project / Program Management Features (Quality) 7
  • 8. Guidelines• One project per team• Focus on overcoming objections and articulating the “why”• Open dialog to varying points of view• Fixed time to achieve goal of plan framework 8
  • 9. Project Charter• Layperson’s overview – Used with Project Scope which contains technical details – Includes Executive Sponsor and budget information – Should layout goals for success – Answer the five W’s like the first paragraph of a newspaper article. • Who, What, Where, Why and When 9
  • 10. Segment Two• Business Success Metrics• Project Success Metrics• Implementation Resources• Implementation Timeline• Constraints & Obstacles 10
  • 11. Segment Three• Solution Design • Business Continuity• Product Selection • Configuration• Feature Set • Asset Management• Data Architecture • Monitoring• Security Model / Matrix • Reporting• Information Security • Quality Assurance• UI/UX • Enhancements 11
  • 12. Segment Four • Branding • Communications Planning – Impact analysis – Training plan – User Surveys • Change Management 12
  • 13. Ready.. Set… Go! 13
  • 14. Closing Thoughts • Know your pitch – sometimes you get to give them at the most unexpected times • Be confident – hesitation or doubt in a pitch will kill a perfectly good project • Mind your politics & the overall business environment • “No” is good and it’s not personal! – When something is declined it frees you to focus on other, more highly regarded projects. 14
  • 15. Thank you! E-mail me your questions or comments. Please fill out the session evaluations! v. 310.359.0706 Twitter: @karuana Learn more from your peers at the Los Angeles SharePoint User Group Meets every other month at the Century City Microsoft Store Facebook/LASpug @SoCalSpug 15
  • 16. We want your feedback! Use this QR code or visit: Silver Sponsors: 16
  • 17. Victory Lap- social event "SharePoint Victory Lap" Social Event for SPSLA will be at: 5:30pm to 8pm atDi Piazzas (5205 E. Pacific Coast Hwy, 90804)