Who is SharePoint Joel?<br />8+ Year SharePoint Veteran<br />5 Years in MS IT<br />2 Years in SharePoint Product Team<br /...
Watch Out for Killer Bunnies<br />
10 Steps To SharePoint Success<br />Wake up and Confront Reality<br />Create a Plan<br />Exec Sponsor with Clear Vision<br...
Wake up & Confront Reality<br />
Create a Plan or Plan to Fail!<br />
Over the next 2 years less than 35% of sites with Windows SharePoint Services will put effective governance techniques in ...
SharePoint Governance<br />11<br />Governance uses people, process, technology, and policies to  define a service, resolve...
Clear Vision, Mission and Goals<br />
Get a Passionate Executive Sponsor<br />
Get me SharePoint or your out!<br />Exec Sponsor with Vision & Budget<br />
What is Deployment?<br />Build a Service NOT Install Software<br />
SharePoint is Plastic. Don’t create Robot Barbie!<br />
Telling the SharePoint StoryChoose your own adventure!<br />
Cleverworkarounds.com<br />Cleverworkarounds.com<br />
Two Types of Service Models<br />Out of the box (Standard)<br />Custom (Dedicated)<br />
Policies Support Services<br />
Create the Dream Team<br />
Sample SharePoint Team<br />SharePoint Site Collection Administrator(s)<br />SharePoint<br />Infra Admins<br />Business<br...
Functional Groups/Teams<br />
September 2007 “Data Governance: What Works And What Doesn’t”<br />Data Governance Roles And Responsibilities<br />
SharePoint Deployments are you ready?<br />Adapted from Tuckman and Jensen 1977<br />
Joel’s Deployment Model<br />Are you trying to be a Rockstar with the experience of a newbie?<br />
Define Clear Policies and Standards<br />
Defining Policies<br />Consider charge back for App Hosting<br />Use Site Collection quotas<br />How do I handle a free Sh...
Build for Today <br />Design for Tomorrow<br />
Containment Hierarchy<br />
Joel&apos;s Cheat Sheet for Hosting<br />
SharePoint Service<br />Offering<br />Structured<br />Adhoc<br />Long term<br />Short term<br />
Ready for the Cloud?<br />SharePoint Hosting<br />
Don’t Forget Change Management with Staged Deployment<br />
SharePoint Dev Life Cycle<br />Customizations<br />SharePoint Designer + <br />UI Customizations<br />Dev Assets<br />Visu...
Critical Policy Decisions (Customization vs. Development)<br />Dev Assets<br />Portability<br />Limited<br />Portability<b...
SharePoint Dev Life Cycle<br />Development Assets -&gt; .WSPs<br />Content Databases<br />
Microsoft Operations Framework 4.0<br />http://go.microsoft.com/fwlink/?LinkId=116390<br />
Adoption is What Counts!<br />
Understanding<br />Adoption<br />Design<br />Implementation<br />
Keep it Simple Stupid!<br />
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Keynote SharePoint Community Conference 10 Steps to Successful Deployment (NZ Style)

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10 Steps to Successful SharePoint deployments (A NZ modified version of the popular session)

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  • How SharePoint usually begins or organisationsIts all a question of balance
  • TCO = Total Cost of OwnershipIt’s about what business outcomes you are after.Exec Sponsor Governance Plan: Clear Goals, Vision, Mission and MetricsSkilled Team(s)TrainingService Definition & Service ModelEasy to searchfind and discover: Information ArchitectureStandards and Policies(ITIL/MOF) Change, Configuration and Release Management ProcessesCulture and AdoptionK.I.S.S.
  • Exec Sponsor Governance Plan: Clear Goals, Vision, Mission and MetricsSkilled Team(s)TrainingService Definition & Service ModelEasy to searchfind and discover: Information ArchitectureStandards and Policies(ITIL/MOF) Change, Configuration and Release Management ProcessesCulture and AdoptionK.I.S.S.
  • These service models provide a starting point to understand the cost implications involved with the solution types that you may want to implement.I want to host team collaboration sites and also my public facing web site on SharePoint.Team sites (Commodity)Public Web Site (Application)Exec Sponsor Governance Plan: Clear Goals, Vision, Mission and MetricsSkilled Team(s)TrainingService Definition & Service ModelEasy to searchfind and discover: Information ArchitectureStandards and Policies(ITIL/MOF) Change, Configuration and Release Management ProcessesCulture and AdoptionK.I.S.S.
  • Exec Sponsor Governance Plan: Clear Goals, Vision, Mission and MetricsSkilled Team(s)TrainingService Definition & Service ModelEasy to searchfind and discover: Information ArchitectureStandards and Policies(ITIL/MOF) Change, Configuration and Release Management ProcessesCulture and AdoptionK.I.S.S.
  • Operational Roles – Not deploymetn roles
  • Keynote SharePoint Community Conference 10 Steps to Successful Deployment (NZ Style)

    1. 1.
    2. 2. Who is SharePoint Joel?<br />8+ Year SharePoint Veteran<br />5 Years in MS IT<br />2 Years in SharePoint Product Team<br />1 year independent<br />Quest SharePoint Architect<br />SharePoint Evangelist Consultant and Trainer<br />Social Media Evangelist<br />
    3. 3. Watch Out for Killer Bunnies<br />
    4. 4. 10 Steps To SharePoint Success<br />Wake up and Confront Reality<br />Create a Plan<br />Exec Sponsor with Clear Vision<br />Create a Diverse Skilled Dream Team<br />Build Services not Stuff<br />Define Clear Policies and Standards<br />Invest in Scalable Information Architecture<br />Don’t forget Change Management<br />Adoption is What Counts<br />Keep it Simple Stupid.<br />
    5. 5. Wake up & Confront Reality<br />
    6. 6.
    7. 7.
    8. 8.
    9. 9. Create a Plan or Plan to Fail!<br />
    10. 10. Over the next 2 years less than 35% of sites with Windows SharePoint Services will put effective governance techniques in place.<br />Gartner<br />
    11. 11. SharePoint Governance<br />11<br />Governance uses people, process, technology, and policies to define a service, resolve ambiguity, and mitigate conflict within an organization<br />Source: The Burton Group<br />
    12. 12. Clear Vision, Mission and Goals<br />
    13. 13. Get a Passionate Executive Sponsor<br />
    14. 14. Get me SharePoint or your out!<br />Exec Sponsor with Vision & Budget<br />
    15. 15. What is Deployment?<br />Build a Service NOT Install Software<br />
    16. 16. SharePoint is Plastic. Don’t create Robot Barbie!<br />
    17. 17. Telling the SharePoint StoryChoose your own adventure!<br />
    18. 18. Cleverworkarounds.com<br />Cleverworkarounds.com<br />
    19. 19. Two Types of Service Models<br />Out of the box (Standard)<br />Custom (Dedicated)<br />
    20. 20. Policies Support Services<br />
    21. 21. Create the Dream Team<br />
    22. 22.
    23. 23. Sample SharePoint Team<br />SharePoint Site Collection Administrator(s)<br />SharePoint<br />Infra Admins<br />Business<br />Intelligence<br />Collaboration<br />SharePoint Designer or Business Analyst<br />BusinessForms<br />PlatformServices<br />Portal<br />Content<br />Management<br />Search<br />Content Administrator<br />SharePoint Developer(s)<br />
    24. 24. Functional Groups/Teams<br />
    25. 25. September 2007 “Data Governance: What Works And What Doesn’t”<br />Data Governance Roles And Responsibilities<br />
    26. 26. SharePoint Deployments are you ready?<br />Adapted from Tuckman and Jensen 1977<br />
    27. 27. Joel’s Deployment Model<br />Are you trying to be a Rockstar with the experience of a newbie?<br />
    28. 28. Define Clear Policies and Standards<br />
    29. 29.
    30. 30.
    31. 31. Defining Policies<br />Consider charge back for App Hosting<br />Use Site Collection quotas<br />How do I handle a free SharePoint Designer?<br />What should I do with Codeplex?<br />Support for Third party solutions?<br />Require Solution Deployments!!! (.wsp)<br />IT Provisioned<br /> Larger Quota<br /> Permanent<br /> Supported Dev env.<br /> $$$ Charge Back<br />Self Service<br /> Smaller Quota<br /> Quicker Expiration<br /> OOB<br />Adhoc<br />Structured<br />
    32. 32. Build for Today <br />Design for Tomorrow<br />
    33. 33. Containment Hierarchy<br />
    34. 34. Joel&apos;s Cheat Sheet for Hosting<br />
    35. 35. SharePoint Service<br />Offering<br />Structured<br />Adhoc<br />Long term<br />Short term<br />
    36. 36. Ready for the Cloud?<br />SharePoint Hosting<br />
    37. 37. Don’t Forget Change Management with Staged Deployment<br />
    38. 38. SharePoint Dev Life Cycle<br />Customizations<br />SharePoint Designer + <br />UI Customizations<br />Dev Assets<br />Visual Studio<br />.WSP<br />
    39. 39. Critical Policy Decisions (Customization vs. Development)<br />Dev Assets<br />Portability<br />Limited<br />Portability<br />Customizations<br />
    40. 40. SharePoint Dev Life Cycle<br />Development Assets -&gt; .WSPs<br />Content Databases<br />
    41. 41. Microsoft Operations Framework 4.0<br />http://go.microsoft.com/fwlink/?LinkId=116390<br />
    42. 42. Adoption is What Counts!<br />
    43. 43. Understanding<br />Adoption<br />Design<br />Implementation<br />
    44. 44.
    45. 45. Keep it Simple Stupid!<br />
    46. 46. K.I.S.S.<br />
    47. 47. Keep It Simple Stupid.<br />Don’t start with LOB Integration and BDC and Excel Services requirements on your first go… Start easy and work up…<br />Start with Collab, Search and Profiles, it’s an easy win.<br />Watch for Scope Creep it is very easy in SharePoint.<br />Careful with development requirements that lead to custom site definition<br />
    48. 48. Cutting corners – “My Devs are My Admins”<br />The SharePoint project is no longer SharePoint (it’s so custom and no longer supportable)<br />“Production is test and dev, and where I introduce my service packs”<br />SharePoint is a simple install... (c’mon it’s a Microsoft app... No one will even notice it.)<br />Comon let this .DLL go... (require .WSP!)<br />NOT Key takeaways today...<br />
    49. 49. SharePoint Deployment Essentials & Governance Checklist<br />
    50. 50. Resources and Plugs<br />Joel’s Blog – http://www.sharepointjoel.com<br />SharePoint Governance Resources<br />http://technet.microsoft.com/en-nz/office/sharepointserver/default(en-us).aspx<br />New SharePoint Information Portal: http://SharePoint.Microsoft.com<br />Join a SharePoint User Group!<br />
    51. 51. Quest Solutions for SharePoint <br />Site Administrator for SharePoint Discover, understand and manage your SharePoint environment<br />Quest SQL Server Solutions <br />Maximize SQL Server performance while simplifying tasks and providing visibility and control<br />Quest Web Parts <br />Enable rapid development of SharePoint applications<br />Recovery Manager for SharePoint<br />Granular SharePoint recovery for enterprise-level needs<br />Migration Manager for SharePoint <br />SharePoint 2003 to 2007 migration<br />File Migrator for SharePoint <br />File shares to SharePoint migration<br />Public Folder Migrator for SharePoint<br />Exchange Public Folders to SharePoint migration<br />Notes Migrator for SharePoint<br />Notes application content to SharePoint migration<br />51<br />
    52. 52. Thank You!<br />
    53. 53. Enjoy the Conference!<br />
    54. 54. Questions?<br />
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