Jumpstart your SharePoint Community Efforts

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An updated version of my community development deck, presented as the keynote address at SharePoint Saturday Johannesburg on May 19th, 2012

An updated version of my community development deck, presented as the keynote address at SharePoint Saturday Johannesburg on May 19th, 2012

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  • As a technology evangelist, my role is to provide feedback and enhancements to our product team based on input from customers, consultants, SharePoint experts and partners. Across many conversations with a diverse group of people, one theme is clear: end users are not involved enough in SharePoint planning.
  • OK, so you have the high-level scope of your project: in this example, it is to migrate several SPS 2003 and MOSS 2007 environments to a brand new SharePoint 2010 farm (or multiple farms). Your team has a defined development methodology (or a set way of doing things) and assigned a project manager. Your management team has an idea of how they’d like to see the new site or system designed, but you need to gather input from the people who will be using the system on a day-to-day basis.Here are four strategies for feedback that will help you get your end users more involved:
  • There is no single way to manage a project. Your methodology, the documentation you generate, and the level of involvement of your end users all depend on your corporate culture, the size and scope of your SharePoint upgrade / migration, and the standard project management measurements (time, cost, resources). However, the key to success is the same no matter how you approach the problem: understand the scope before you begin, and remind yourself of that scope throughout the project. Right behind that project truth in importance is an equally critical success factor: get your end users involved early, and often. Decide where and when to involve users as part of your pre-planning activities. This is the most fluid of the strategic considerations, as it really just depends on who your users are, what the current environment looks like, and the overall goals of your migration. Understand the culture of your organization, and be aware of your end user’s needs. Remember: users who participate in the creation of a system are more likely to accept and support that system once deployed. This is sage advice for any project. Your users know their content – so let them drive activities around file share migrations, taxonomy development, metadata assignment, and signoff of the overall project plan. If you do this, you’ll find that people actually care about the system. And if they care about it, they’ll use it.
  • There is no single way to manage a project. Your methodology, the documentation you generate, and the level of involvement of your end users all depend on your corporate culture, the size and scope of your SharePoint upgrade / migration, and the standard project management measurements (time, cost, resources). However, the key to success is the same no matter how you approach the problem: understand the scope before you begin, and remind yourself of that scope throughout the project. Right behind that project truth in importance is an equally critical success factor: get your end users involved early, and often. Decide where and when to involve users as part of your pre-planning activities. This is the most fluid of the strategic considerations, as it really just depends on who your users are, what the current environment looks like, and the overall goals of your migration. Understand the culture of your organization, and be aware of your end user’s needs. Remember: users who participate in the creation of a system are more likely to accept and support that system once deployed. This is sage advice for any project. Your users know their content – so let them drive activities around file share migrations, taxonomy development, metadata assignment, and signoff of the overall project plan. If you do this, you’ll find that people actually care about the system. And if they care about it, they’ll use it.

Transcript

  • 1. 19 May 2012 The first ever all green SharePoint event on earth Jumpstart Your Community Efforts Christian Buckley @buckleyplanet #SPSJHB
  • 2. AboutChristian Buckley, Director of Product Evangelism at Axceler• Microsoft MVP for SharePoint Server• Most recently at Microsoft, part of the Microsoft Managed Services team (now Office365-Dedicated) and then Advertising Operations• Prior to Microsoft, was a senior consultant, working in the software, supply chain, and grid technology spaces focusing on collaboration• Co-founded and sold a collaboration software company to Rational Software. At another startup (E2open), helped design, build, and deploy a SharePoint-like collaboration platform (Collaboration Manager), onboarding numerous high-tech manufacturing companies, including Hitachi, Matsushita (Panasonic), and Seagate• Co-authored „Microsoft SharePoint 2010: Creating and Implementing Real-World Projects‟ link (MS Press, March 2012) and 3 books on software configuration management.• Twitter: @buckleyplanet Blog: buckleyplanet.com Email: cbuck@axceler.com
  • 3. Get the Book Available from Microsoft Press Order your copy at http://oreil.ly/qC4loT Tackle 10 common business problems with proven SharePoint solutions • Set up a help desk solution to track service requests • Build a modest project management system • Design a scheduling system to manage resources • Create a site to support geographically dispersed teams • Implement a course registration system • Build a learning center with training classes and resources • Design a team blog platform to review content • Create a process to coordinate RFP responses • Set up a FAQ system to help users find answers quickly • Implement a cost-effective contact management system
  • 4. Axceler OverviewImproving Collaboration since 2007Mission: To enable enterprises to simplify, optimize, and secure theircollaborative platforms – Delivered award-winning administration and migration software since 1994, and for SharePoint since 2007 – Over 2,000 global customersDramatically improve the management of SharePoint – Innovative products that improve security, scalability, reliability, “deployability” – Making IT more effective and efficient and lower the total cost of ownershipFocus on solving specific SharePoint problems(Administration & Migration) – Coach enterprises on SharePoint best practices – Give administrators the most innovative tools available – Anticipate customers‟ needs – Deliver best of breed offerings – Stay in lock step with SharePoint development and market trends
  • 5. The Evangelist Role • Product • Partner • CommunityEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 6. Your RoleEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 7. Why develop community?Email Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 8. • SharePoint is the fastest growing server product in Microsoft history, rivaling the success of MS Office • The SharePoint partner ecosystem fills the platform gaps, and helps deliver solution ROI • Many credit the SharePoint community with making SharePoint the success that it is • Microsoft is looking at ways they can tap into key learning from the SharePoint community, extend it to other product areasEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 9. Why Community Development? • Proactively drive perceptions • Visible member of the community • Thought leadership • Connect to experts, partners, customers • Microsoft relationship • Awareness of the brand and our productsEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 10. The Consumer Decision Journey HBR 12/2010Email Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 11. Why Involve End Users? • Executives • Managers • IT Department • Consultants • Partners • The SharePoint Fairy • End Users will determine the success of your SharePoint deploymentEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 12. Studies show that end user participation in the design and development of a system dramatically increases the chance of successEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 13. What is so hard about developing community?Email Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 14. Case StudyEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 15. How to Jumpstart CommunityEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 16. No registration required http://bit.ly/aiYKWR
  • 17. Strategy 1: EventsEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 18. Strategy 1: Events 1. Start a company user group 2. Join your local/regional SPUG 3. Join your local/regional technology organizations 4. Attend or help organize a SharePoint Saturday 5. Attend or host a SharePint 6. Attend a regional conference 7. Create your own eventEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 19. While at these events: • Bring a friend, family member, co-worker • Introduce yourself to someone new, every time • Take notes on what worked, what you would do differently • Get to know the people who run them, the movers and shakers within the community • Help out • Provide feedbackEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 20. Feedback Mechanisms I find your lack of faith in the community disturbing…Email Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 21. Strategy 2: Social MediaEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 22. Definitions “Social media is media designed to be disseminated through social interaction, created using highly accessible and scalable publishing techniques. Social media uses Internet and web-based technologies to transform broadcast media monologues (one-to-many) into social media dialogues (many-to-many). It supports the democratization of knowledge and information, transforming people from content consumers into content producers.” Wikipedia.orgEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 23. Email Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 24. Cultural Battle • Understand your corporate culture before you try to change anything • Explain what it is you‟re trying to do, and get end users onboard • In addition to executive buy in, you need your end users to buy inEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 25. Strategy 2: Social Media 1. Create a Twitter personal profile 2. Create a Twitter company profile 3. Join a Facebook group 4. Start a Facebook group 5. Join groups on LinkedIn 6. Bookmark the MSDN/TechNet forums, create a profile 7. RSS feeds for your favorite blogs and sites 8. Use Google Analytics 9. Use Hubspot and other tracking tools 10. Utilize social bookmarking on all contentEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 26. Social Media is about consistency Blog daily activity / visits Social media visits Twitter follower growth Blog subscription growthEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 27. Strategy 3: ContentEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 28. The Power of Content More than any other activity, content creation drives thought leadership, and is the cornerstone of building community.Email Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 29. Strategy 3: Content 1. Create a blog 2. Read and comment on other blogs 3. Create an editorial calendar, write with intent 1. Blogs lead to 2. Articles, which lead to 3. Whitepapers and presentations, which lead to 4. Books, featured content, and other content opportunities 4. Create a metadata strategy 5. Present at a regional event or conference 6. Create content for an aggregator (Squidoo, About) 7. Write an ebookEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 30. 8. Publish a newsletter 9. Host a webinar 10. Create a podcast 11. Create videos 12. Partner with other authors and experts, cross-marketEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 31. Strategy 4: Take ActionEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 32. Strategy 4: Take Action 1. Create a metadata strategy for your intranet 2. Create a user adoption strategy 3. Brand yourself 4. Use free press release services 5. Use free event services (Evite, Lanyard) 6. Create branded bling 7. Hire a publicistEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 33. Define SuccessEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 34. Measuring Success • Have success defined up front: o Number of end users participating o Number of events held o Articles written o Views / downloads • Make it part of your formal commitments • Communicate your plans o Tell people your plans o Give people visibility as you work o Tell people what you‟ve accomplishedEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 35. The Secret to Community Success 1. Bring a friend 2. Get involved 3. Keep learningEmail Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 36. Email Cell Twitter Blogcbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 37. • Christian Buckley cbuck@axceler.com +1 425-246-2823 @buckleyPLANET www.buckleyPLANET.com and http://info.axceler.com http://bit.ly/aiYKWR