0
8 Steps to Effectively Build
                    a SharePoint Site


                   Dux Raymond Sy, PMP
Innovative-e

...
Presentation Objectives
  After completing this presentation, you will be able to
   effectively build a SharePoint site
...
Dux Raymond Sy, PMP
                  Managing Partner, Innovative-E, Inc.

                  Contract Author & Instruct...
Agenda
  Why SharePoint?

  8 Steps to Effectively Build a SharePoint Site

  Questions and Answers
Share

 +

Point
What’s SharePoint?
  Allows individuals in an organization to easily create and
   manage their own collaborative Web sit...
What if SharePoint is a Car?
           Car                   SharePoint
Purpose:              Purpose:



What’s required...
WSS vs MOSS
  WSS is the core technology of Microsoft SharePoint
    WSS can be considered the “engine” of SharePoint
  ...
SharePoint Geek Vagen
Agenda
  Why SharePoint?

  8 Steps to Effectively Build a SharePoint Site

  Questions and Answers
#1 Identify the Purpose
  Why do you need a SharePoint Site?

  What business need will be addressed?

  Examples:
   ...
#2 Involve Relevant People
  What are the expectations for the site?
    Reduce Cost
    Support Compliance
    Increa...
Example: PM Communications Plan
  Chief Executive Officer
      Regular e-mail updates on project milestones and
       ...
#3 Create the Site
  Be familiar with your site creation policy
    Top-level sites or sub-sites?
    Are you allowed t...
#4 Define Site Components
  Centralize information
    Lists
    Libraries

  Reporting
    Custom Views
    Web Par...
Example: Milestones Dashboard
Example: Clarifying Requirements
#5 Customize Site
  What are your priorities?

  Determine if any organizational standards exist for
    Look and feel
...
#6 Populate Initial Content
  Generate new content

  Migrate existing content

  Integrate existing data sources
#6 Define Relevant Site Access
  Refer to your communications plan
    Should users be grouped?

  Manage permissions w...
Example: Permissions Matrix


   Site User         Contacts       Documents    Tasks Calendar

 CEO                    C  ...
#8 Provide Self-Help
  Not all users will get formal training

  Create a self-help section for common site tasks like:
...
Launch Your Site!
Agenda
  Why SharePoint?

  8 Steps to Effectively Build a SharePoint Site

  Questions and Answers
Questions?
Download this presentation @
                 meetdux.com/resources

                      Thank You!
Innovative-e




   ...
"8 Steps To Effectively Build A SharePoint Site" for SPS NYC
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"8 Steps To Effectively Build A SharePoint Site" for SPS NYC

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"8 Steps To Effectively Build A SharePoint Site" presentation for SharePoint Saturday NYC held on February 21, 2009

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Transcript of ""8 Steps To Effectively Build A SharePoint Site" for SPS NYC"

  1. 1. 8 Steps to Effectively Build a SharePoint Site Dux Raymond Sy, PMP Innovative-e Microsoft New York City February 21, 2009 10.45 am – 12.00 pm
  2. 2. Presentation Objectives   After completing this presentation, you will be able to effectively build a SharePoint site   In addition, you will be able to   Identify site purpose   Define stakeholders   Create a site   Define site lists and libraries   Customize a site   Enable document management features: version control, check-in/check-out, content approval   Integrate SharePoint with Outlook, Excel and Word
  3. 3. Dux Raymond Sy, PMP   Managing Partner, Innovative-E, Inc.   Contract Author & Instructor, Learning Tree International   Author, “SharePoint for Project Management” by O’Reilly Media   For more information, connect with Dux   E-Mail: dux.sy@innovative-e.com   LinkedIn: LinkedIn.com/in/meetdux   Blog: Meetdux.com   Twitter: @meetdux
  4. 4. Agenda   Why SharePoint?   8 Steps to Effectively Build a SharePoint Site   Questions and Answers
  5. 5. Share + Point
  6. 6. What’s SharePoint?   Allows individuals in an organization to easily create and manage their own collaborative Web sites   Simplifies how people find and share information across boundaries, and enabling better informed decisions   Seamlessly integrates with Windows and MS Office   Does not refer to a specific product or technology   Using the word “Microsoft SharePoint” is like using the word “Microsoft Office”   Refers to several components of collaborative solutions   Windows SharePoint Services 3.0 (WSS)   Microsoft Office SharePoint Server 2007 (MOSS)
  7. 7. What if SharePoint is a Car? Car SharePoint Purpose: Purpose: What’s required? What’s required?
  8. 8. WSS vs MOSS   WSS is the core technology of Microsoft SharePoint   WSS can be considered the “engine” of SharePoint   Provides document management and team collaboration tools   WSS is available for free as long as your organization is utilizing Windows Server 2003 or above   MOSS extends the capabilities of WSS   Going back to our car analogy, MOSS provides extended capabilities such as GPS, a DVD system, Voice Commands, etc.   Extended features include Enterprise search, Personalization, Enterprise Content Management, etc.   Unlike WSS, MOSS is not available for free
  9. 9. SharePoint Geek Vagen
  10. 10. Agenda   Why SharePoint?   8 Steps to Effectively Build a SharePoint Site   Questions and Answers
  11. 11. #1 Identify the Purpose   Why do you need a SharePoint Site?   What business need will be addressed?   Examples:   Project Management   Human Resources   Finance Department
  12. 12. #2 Involve Relevant People   What are the expectations for the site?   Reduce Cost   Support Compliance   Increase Efficiency   Information needs of a site user   Identify the type of information a user would need   What is the frequency?   Will they retrieve the information or should it be sent to them?
  13. 13. Example: PM Communications Plan   Chief Executive Officer   Regular e-mail updates on project milestones and risks   Chief Financial Officer   Access to project budget information   Reviews and updates any change to project finances   Chief Compliance Office   Monitors project process compliance   Reviews and updates project risks   Program Manager   Reviews project tasks, milestones, and risks
  14. 14. #3 Create the Site   Be familiar with your site creation policy   Top-level sites or sub-sites?   Are you allowed to create sites?   Naming convention   Create the site based on the purpose   Leverage templates   SKIP defining site members for now
  15. 15. #4 Define Site Components   Centralize information   Lists   Libraries   Reporting   Custom Views   Web Parts   Surveys   Automate business processes   Facilitate communication and collaboration   Wikis   Discussion Boards
  16. 16. Example: Milestones Dashboard
  17. 17. Example: Clarifying Requirements
  18. 18. #5 Customize Site   What are your priorities?   Determine if any organizational standards exist for   Look and feel   Navigation   Usability and Taxonomy   Site specific needs   Regional settings   Document Management   Version History   Check-in/Check-out   Content Approval
  19. 19. #6 Populate Initial Content   Generate new content   Migrate existing content   Integrate existing data sources
  20. 20. #6 Define Relevant Site Access   Refer to your communications plan   Should users be grouped?   Manage permissions wisely   Site-level   List or Library level   Item-level   Test user account scenarios
  21. 21. Example: Permissions Matrix Site User Contacts Documents Tasks Calendar CEO C R R R PMO Director C FC C C Resources C C C C Finance C FC = Full Control D = Design C = Contribute R = Reader
  22. 22. #8 Provide Self-Help   Not all users will get formal training   Create a self-help section for common site tasks like:   How to post calendar events   How to upload a file   How to move files with explorer view   Self-help can be in various forms   Powerpoint slides   Video snippets   Custom lists
  23. 23. Launch Your Site!
  24. 24. Agenda   Why SharePoint?   8 Steps to Effectively Build a SharePoint Site   Questions and Answers
  25. 25. Questions?
  26. 26. Download this presentation @ meetdux.com/resources Thank You! Innovative-e Microsoft New York City February 21, 2009 10.45 am – 12.00 pm
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