Greg Kiefer - project management and share point 2010Presentation Transcript
Welcome to the First Annual SharePoint Saturday Sacramento!!
Project Management: Leveraging SharePoint Lessons Learned from Real Projects
Who am I?
Project Management Professional
President/CEO Kiefer Consulting
Advisory board member – GTC, Governor’s Small Business Advocacy Group, Powerhouse Science Center steering committee, and CIO Academy advisory committee
Teaches Project Management Institute examination preparation courses
Participated in the delivery of over 700 software applications
International speaker – SOA, EA, PM Best Practices, Software Design Patterns…
Who are you?
SharePoint Project Management Best Practices
What is a project as it relates to SharePoint?
Project success factors
Consequences of poor project management
What are you trying to accomplish?
Why use SharePoint?
What happens when you finish the project?
What is a project?
“A project is a temporary endeavor, having a defined beginning and end, undertaken to meet unique goals and objectives, usually to bring about beneficial change or added value.”
Does this definition change when you leverage SharePoint?
What aspects of the project can be applied to SharePoint?
Project Success Factors
Senior management commitment
A clear understanding of the scope and key milestones
Clear project requirements and specifications
A comprehensive project plan
Commitments and accountability from all stakeholders
Accurate reporting of the project status
A critical assessment of the risks and issues inherent in the project
Clear and concise communications
Plans, plans, plans…
Consequences of Poor Project Planning Marc Hirshfield, MBA, PMP, Vitalize Consulting Solutions
Organizational priorities are not met
Low team morale
Confusion among resources
High resource turnover
Marc Hirshfield, MBA, PMP, Vitalize Consulting Solutions
What are you trying to accomplish?
Management of information
Exposure of your project
Why use SharePoint?
External data integration
Project Management and Collaboration Project Samples
Project Home Site Clearly identify the project objectives. Make the information easy to find. Who are the key players ?
Questions What is missing from the team site?
Issues & Risk Logs
Key performance indicators (KPIs)
Goals Make it easy to find information. Accountability, efficiency
Project Home Site Who are the key contacts for your project? SharePoint 2010 allows multiple calendar views Execute SP Home
Project Home Site SharePoint allows you to add all the important group information right on the home page for all members to have quick and easy access. Enriching Home
Best Practices Is it better to spend time after the project is over to capture the lessons learned? Why not capture them throughout the project?
Create a content type for lessons learned categorization to be used throughout the project
Create workflows to categorize information
Create workflows to updates meta data (status, SLAs…)
Leverage the list rating system. One to five star
Leverage email (records management) integration so the project related information stored in your email repository is ported to SharePoint so it becomes an organizational asset.
Document Management It’s good to use metadata that allows you to filter your document library making things easier to find Knowing and being able to filter by type will also help findability. SharePoint allows you to upload one document and have multiple people working on it, and updates automatically after saving. Enriching Collaborations document library
Project Communication Using specific metadata allows the Project Manager to know more about group communication. Grouping communications by date allows a Project Manager to see when communication has occurred. SharePoint is more effective at documenting/tracking logs than excel or word. Execute SP communication log
Project Plan Use the built in Gantt chart to communicate the high-level deliverables and task assignments Sleepy Snoopies SharePoint Gantt Chart
Leverage Project professional to synchronize your project schedules with your project team site.
Use team foundation server (TFS) to manage team tasks, software development, testing by exposing the information in SharePoint via TFS web parts.
Calendar Your All of your team members can load their calendars in the same place to ease scheduling processes. PMG Schedule
Team Profiles Good to add links to all site pages for ease of use. Understand your audience when applying themes to your site. Execute SP Profile Page
Wikis Leverage Metadata data throughout the site. Grouping terms helps usability/findability. Creating links for each term helps site organization and look and feel. Execute SP Project Terms
How do you leverage your project site for future projects?
Where do you store lessons learned information?
What should be the overall taxonomy for the site?
Did you leverage workflows to ensure accountability?
SharePoint can be used to improve all aspects of communication for a project.
Remember to train your team and stakeholders on the technology.
Apply new features to improve communications, such as, wikis…
Call me anytime
Contact Us http://www.facebook.com/pages/KIEFER-CONSULTING-INC http://www.linkedin.com/company/kiefer-consulting www.kieferconsulting.com www.sharepointdesigncenter.com http://twitter.com/kieferweb
Don’t Forget SharePint!! Sponsored By….. Join us at 6:00 pm at BJs Brewhousefor a free drink, kindly provided by Rackspace! A great opportunity to network with other SharePoint Professionals! Don’t forget to fill out your bingo cards and surveys to be eligible for GREAT end of day raffles!