Delivering SharePoint Success:
     Effectively Managing
      SharePoint Projects


    Dux Raymond Sy, PMP
Presentation Objectives
  In this presentation, you will learn the essential components
   of delivering successful Share...
Dux Raymond Sy, PMP
                      Managing Partner, Innovative-E, Inc.

                      Author, “SharePoin...
Agenda
  Can’t We Just Focus on the Technology?

  Establish Success Criteria

  Collaboratively Engineer a Solution

...
Courtesy of NicksTrafficTricks.com
 Twitter: @meetdux                   Hashtag: #cospug #dss
Typical Implementation Scenarios
  Pilot deployment for IT then magically it becomes an
   enterprise production deployme...
Agenda
  Can’t We Just Focus on the Technology?

  Establish Success Criteria

  Collaboratively Engineer a Solution

...
Key Steps to Define Project Success
  Why is SharePoint Being Implemented?

  What is the Priority?
    Time
    Budge...
Do You Have a SharePoint Roadmap?
  A SharePoint roadmap can help organizations
    Quantify the budget, resources and e...
Agenda
  Can’t We Just Focus on the Technology?

  Establish Success Criteria

  Collaboratively Engineer a Solution

...
Executive SharePoint Ignorance is Not Bliss
  Isn’t SharePoint about empowering End Users?
    Who’s paying the bills?

...
Educate and Engage the Business
  SharePoint is more than just a glorified network share
    Stress that SharePoint is a...
Typical SharePoint Solutions
  Generic Solutions
    Corporate Intranet
    Content Management

  Specific Solutions
 ...
Agenda
  Can’t We Just Focus on the Technology?

  Establish Success Criteria

  Collaboratively Engineer a Solution

...
Proper Requirements Development




Twitter: @meetdux       Hashtag: #cospug #dss
Keep Priorities In Order
  You can’t do it all!
    What business need should you solve first?
    What are common feat...
Define the Work Needed & Estimates
  A WBS is an effective way to define and organize all of
   the work required to comp...
Create the Schedule

  Create a network diagram to identify schedule




Twitter: @meetdux                Hashtag: #cospu...
IT, Can You Handle This?
  Implementation
    Do you have the relevant skillsets to plan, engage with the
     business,...
Staff Your SharePoint Project Realistically

                                       Committed Sponsor
                    ...
Agenda
  Can’t We Just Focus on the Technology?

  Establish Success Criteria

  Collaboratively Engineer a Solution

...
How Do You Track Progress?


“The only man who behaved sensibly was my
tailor; he took my measurement anew every time
he s...
SharePoint Project Tracking
  Making time to gather intelligence about the progress of
   the project is a significant pr...
Key Steps in Project Tracking
  Monitoring Progress

  Analyzing Status

  Correcting the Schedule

  Managing Changes...
Example: Tracking Progress in MS Project




Twitter: @meetdux           Hashtag: #cospug #dss
Agenda
  Can’t We Just Focus on the Technology?

  Establish Success Criteria

  Collaboratively Engineer a Solution

...
Questions?

                           E-Mail: dux.sy@innovative-e.com

                           LinkedIn: meetdux.com/l...
Thank
 You!
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Effectively Managing SharePoint Projects

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Presented at Central Ohio SharePoint Users Group
March 18, 2010

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Effectively Managing SharePoint Projects

  1. 1. Delivering SharePoint Success: Effectively Managing SharePoint Projects Dux Raymond Sy, PMP
  2. 2. Presentation Objectives   In this presentation, you will learn the essential components of delivering successful SharePoint projects    In addition, you'll learn key techniques in:   Gaining executive buy-in for SharePoint projects   Proper planning and appropriately managing expectations   Engaging the business for better adoption   Defining organizational SharePoint readiness   Iterative release of SharePoint solutions Twitter: @meetdux Hashtag: #cospug #dss
  3. 3. Dux Raymond Sy, PMP   Managing Partner, Innovative-E, Inc.   Author, “SharePoint for Project Management” by O’Reilly Media   For more information, connect with Dux   E-Mail: dux.sy@innovative-e.com   Twitter: twitter.com/meetdux   LinkedIn: meetdux.com/li   Blog: meetdux.com Twitter: @meetdux Hashtag: #cospug #dss
  4. 4. Agenda   Can’t We Just Focus on the Technology?   Establish Success Criteria   Collaboratively Engineer a Solution   Develop Relevant Project Plan   Execute and Control the SharePoint Project   Questions and Answers Twitter: @meetdux Hashtag: #cospug #dss
  5. 5. Courtesy of NicksTrafficTricks.com Twitter: @meetdux Hashtag: #cospug #dss
  6. 6. Typical Implementation Scenarios   Pilot deployment for IT then magically it becomes an enterprise production deployment   No planning   Everything is ad-hoc   No budget earmarked   Heavily customized implementation by techies lacking SharePoint skillz Twitter: @meetdux Hashtag: #cospug #dss
  7. 7. Agenda   Can’t We Just Focus on the Technology?   Establish Success Criteria   Collaboratively Engineer a Solution   Develop Relevant Project Plan   Execute and Control the SharePoint Project   Questions and Answers Twitter: @meetdux Hashtag: #cospug #dss
  8. 8. Key Steps to Define Project Success   Why is SharePoint Being Implemented?   What is the Priority?   Time   Budget   Scope   Identify Key Stakeholders   Establish Rules of Engagement   Define Project Objectives Twitter: @meetdux Hashtag: #cospug #dss
  9. 9. Do You Have a SharePoint Roadmap?   A SharePoint roadmap can help organizations   Quantify the budget, resources and effectiveness of SharePoint   Allows priorities to be set   Specifies what solutions are going to be deployed   Iterative releases can provide immediate visibility   Lower risk compared to big bang approach   Tip: Successful delivery of high profile solution gets you brownie points   Quick wins are essential for better buy-in and adoption Twitter: @meetdux Hashtag: #cospug #dss
  10. 10. Agenda   Can’t We Just Focus on the Technology?   Establish Success Criteria   Collaboratively Engineer a Solution   Develop Relevant Project Plan   Execute and Control the SharePoint Project   Questions and Answers Twitter: @meetdux Hashtag: #cospug #dss
  11. 11. Executive SharePoint Ignorance is Not Bliss   Isn’t SharePoint about empowering End Users?   Who’s paying the bills?   Execs ordered SharePoint to be deployed   Do they REALLY understand the value of SharePoint to the organization?   Is the budget realistic?   As the enlightened ones, it’s our responsibility to raise executive awareness about SharePoint   Read “5 Reasons Why Executive SharePoint Ignorance is Not Bliss” http://go.meetdux.com/393b Twitter: @meetdux Hashtag: #cospug #dss
  12. 12. Educate and Engage the Business   SharePoint is more than just a glorified network share   Stress that SharePoint is a platform   Tip: Address their pain points   Provide high-level technology overview   Discuss business challenges   Map it to a SharePoint Solution Twitter: @meetdux Hashtag: #cospug #dss
  13. 13. Typical SharePoint Solutions   Generic Solutions   Corporate Intranet   Content Management   Specific Solutions   Employee Onboarding System for Human Resources   Conference Room Scheduling System for Facilities   Project Management Information System for PMs   System Integration   Custom Application Development Twitter: @meetdux Hashtag: #cospug #dss
  14. 14. Agenda   Can’t We Just Focus on the Technology?   Establish Success Criteria   Collaboratively Engineer a Solution   Develop Relevant Project Plan   Execute and Control the SharePoint Project   Questions and Answers Twitter: @meetdux Hashtag: #cospug #dss
  15. 15. Proper Requirements Development Twitter: @meetdux Hashtag: #cospug #dss
  16. 16. Keep Priorities In Order   You can’t do it all!   What business need should you solve first?   What are common features that can be deployed?   Project scope must be limited and specific   What’s important? Time? Budget? Functionality?   Tip: Involve decision makers in planning and prioritization   Read “How to Prioritize Business Needs When Implementing SharePoint” http://go.meetdux.com/sbyv Twitter: @meetdux Hashtag: #cospug #dss
  17. 17. Define the Work Needed & Estimates   A WBS is an effective way to define and organize all of the work required to complete a project   Deliverable-based grouping of project tasks   What are you estimating?   Duration   Resource   Work Twitter: @meetdux Hashtag: #cospug #dss
  18. 18. Create the Schedule   Create a network diagram to identify schedule Twitter: @meetdux Hashtag: #cospug #dss
  19. 19. IT, Can You Handle This?   Implementation   Do you have the relevant skillsets to plan, engage with the business, deploy SharePoint?   Are key processes for release management, disaster recovery, auditing in place?   Support and Maintenance   What does the support structure look like?   Resources available for maintaining related technologies?   Future Releases Twitter: @meetdux Hashtag: #cospug #dss
  20. 20. Staff Your SharePoint Project Realistically Committed Sponsor + Project Manager IT group • SharePoint developer • SharePoint infrastructure Business group specialist • SharePoint architect • SharePoint business analyst • SharePoint trainer • SharePoint designer Twitter: @meetdux Hashtag: #cospug #dss
  21. 21. Agenda   Can’t We Just Focus on the Technology?   Establish Success Criteria   Collaboratively Engineer a Solution   Develop Relevant Project Plan   Execute and Control the SharePoint Project   Questions and Answers Twitter: @meetdux Hashtag: #cospug #dss
  22. 22. How Do You Track Progress? “The only man who behaved sensibly was my tailor; he took my measurement anew every time he saw me, while all the rest went on with their old measurements and expected them to fit me. “ — George Bernard Shaw, Essayist and Nobel laureate Twitter: @meetdux Hashtag: #cospug #dss
  23. 23. SharePoint Project Tracking   Making time to gather intelligence about the progress of the project is a significant priority for the project manager   What critical elements of a project do you track?   Schedule   Risks   Changes   _____________________   _____________________ Twitter: @meetdux Hashtag: #cospug #dss
  24. 24. Key Steps in Project Tracking   Monitoring Progress   Analyzing Status   Correcting the Schedule   Managing Changes Twitter: @meetdux Hashtag: #cospug #dss
  25. 25. Example: Tracking Progress in MS Project Twitter: @meetdux Hashtag: #cospug #dss
  26. 26. Agenda   Can’t We Just Focus on the Technology?   Establish Success Criteria   Collaboratively Engineer a Solution   Develop Relevant Project Plan   Execute and Control the SharePoint Project   Questions and Answers Twitter: @meetdux Hashtag: #cospug #dss
  27. 27. Questions? E-Mail: dux.sy@innovative-e.com LinkedIn: meetdux.com/li Blog: meetdux.com Twitter: meetdux How did you like the presentation? http://meetdux.com/feedback/ Twitter: @meetdux Hashtag: #cospug #dss
  28. 28. Thank You!
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