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Best Practices for Managing SharePoint Projects   Dux Raymond Sy, PMP, MVPRecorded Video: http://vimeo.com/24852736
Presentation Objectives¡  In this presentation, you will learn the essential components    of managing and delivering suc...
Dux Raymond Sy, PMP                   ¡  Managing Partner, Innovative-E, Inc.                   ¡  SharePoint Server MVP...
Agenda¡  Can’t We Just Focus on the Technology?¡  Establish Success Criteria¡  Develop Relevant Project Plan¡  Execute...
Typical Implementation Scenarios¡  Pilot deployment for IT then magically it becomes an    enterprise production deployme...
SharePoint Implementation Continuum   Draconian IT              Governed    Wild Wild West     Control               Empow...
What are the key steps?¡  Establish Success Criteria¡  Define Project Objectives¡  Develop Relevant Project Plan¡  Exe...
Agenda¡  Can’t We Just Focus on the Technology?¡  Establish Success Criteria¡  Define Project Objectives¡  Develop Rel...
What is Your SharePoint Project?¡  Generic Solutions  ¡  Corporate Intranet  ¡  Content Management¡  Specific Solution...
Key Steps to Define Project Success¡  Why is SharePoint being implemented?¡  What is the Priority?  ¡  Time  ¡  Cost/B...
Establish Rules of Engagement¡  Project Phases  ¡  Initiation  ¡  Planning  ¡  Execution  ¡  Control  ¡  Closing¡  ...
Agenda¡  Can’t We Just Focus on the Technology?¡  Establish Success Criteria¡  Define Project Objectives¡  Develop Rel...
Define Project Goal¡  A clear, quantifiable statement of project intent  ¡  Why is the project being undertaken?  ¡  Wh...
Project Goal Example  The current SharePoint 2007 intranet will be  upgraded to SharePoint 2010 throughout the  university...
Identify Relevant Deliverables¡  Apart from the end product, what are the essential    project artifacts and or milestone...
Agenda¡  Can’t We Just Focus on the Technology?¡  Establish Success Criteria¡  Define Project Objectives¡  Develop Rel...
Define the Work Needed¡  A WBS is a deliverable-based grouping of project tasks    and an effective way to define and org...
What Are You Estimating For?                                      Duration   Work Resource Attend SPTechCon Paint This Roo...
Create the Network Diagram¡  Identify task dependencies            Watch: Project Planning 101 http://bit.ly/3Md01ETwitte...
Create the ScheduleTwitter: @meetdux #sptechcon #pm4sp
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¡  Define Project Objectives¡  Develop Rel...
How Do You Track Progress?“The only man who behaved sensibly was mytailor; he took my measurement anew every timehe saw me...
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 ChangesTwi...
Example: Tracking Progress EffectivelyTwitter: @meetdux #sptechcon #pm4sp
Controlling Change¡  Change control is a set of procedures that defines how    changes would be addressed in a project¡ ...
Change Control Process     Proposed      change                  Inform                      Do now   Log   details       ...
Agenda¡  Can’t We Just Focus on the Technology?¡  Establish Success Criteria¡  Define Project Objectives¡  Develop Rel...
Questions?                             E-Mail: dux.sy@innovative-e.com                             LinkedIn: meetdux.com/l...
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How to Best Manage SharePoint Projects

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  1. 1. Best Practices for Managing SharePoint Projects Dux Raymond Sy, PMP, MVPRecorded Video: http://vimeo.com/24852736
  2. 2. Presentation Objectives¡  In this presentation, you will learn the essential components of managing and delivering successful SharePoint projects¡   In addition, youll learn key techniques in: ¡  Establishing Project Success Criteria ¡  Collaboratively Engineer a Solution ¡  Developing Relevant Project Plan ¡  Executing and Controlling a SharePoint ProjectTwitter: @meetdux #sptechcon #pm4sp
  3. 3. Dux Raymond Sy, PMP ¡  Managing Partner, Innovative-E, Inc. ¡  SharePoint Server MVP ¡  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.comTwitter: @meetdux #sptechcon #pm4sp
  4. 4. Agenda¡  Can’t We Just Focus on the Technology?¡  Establish Success Criteria¡  Develop Relevant Project Plan¡  Execute and Control the SharePoint Project¡  Questions and AnswersTwitter: @meetdux #sptechcon #pm4sp
  5. 5. 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 skillzTwitter: @meetdux #sptechcon #pm4sp
  6. 6. SharePoint Implementation Continuum Draconian IT Governed Wild Wild West Control Empowerment ChaosTwitter: @meetdux #sptechcon #pm4sp
  7. 7. What are the key steps?¡  Establish Success Criteria¡  Define Project Objectives¡  Develop Relevant Project Plan¡  Execute and Control the SharePoint ProjectTwitter: @meetdux #sptechcon #pm4sp
  8. 8. Agenda¡  Can’t We Just Focus on the Technology?¡  Establish Success Criteria¡  Define Project Objectives¡  Develop Relevant Project Plan¡  Execute and Control the SharePoint Project¡  Questions and AnswersTwitter: @meetdux #sptechcon #pm4sp
  9. 9. What is Your SharePoint Project?¡  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 DevelopmentTwitter: @meetdux #sptechcon #pm4sp
  10. 10. Key Steps to Define Project Success¡  Why is SharePoint being implemented?¡  What is the Priority? ¡  Time ¡  Cost/Budget ¡  Scope¡  Identify Key Stakeholders ¡  Sponsor ¡  Customer ¡  TeamTwitter: @meetdux #sptechcon #pm4sp
  11. 11. Establish Rules of Engagement¡  Project Phases ¡  Initiation ¡  Planning ¡  Execution ¡  Control ¡  Closing¡  Roles and Responsibilities¡  Project Communication¡  Project TrackingTwitter: @meetdux #sptechcon #pm4sp
  12. 12. Agenda¡  Can’t We Just Focus on the Technology?¡  Establish Success Criteria¡  Define Project Objectives¡  Develop Relevant Project Plan¡  Execute and Control the SharePoint Project¡  Questions and AnswersTwitter: @meetdux #sptechcon #pm4sp
  13. 13. Define Project Goal¡  A clear, quantifiable statement of project intent ¡  Why is the project being undertaken? ¡  What will the project achieve? ¡  Who is the customer? ¡  When is the deadline? ¡  Where will the project be implemented? ¡  Any constraints?Twitter: @meetdux #sptechcon #pm4sp
  14. 14. Project Goal Example The current SharePoint 2007 intranet will be upgraded to SharePoint 2010 throughout the university in order to increase adoption and reduce IT support requirements. The upgrade should be completed a month before Fall semester begins.Twitter: @meetdux #sptechcon #pm4sp
  15. 15. Identify Relevant Deliverables¡  Apart from the end product, what are the essential project artifacts and or milestones that needs to be completed?¡  For example: ¡  Governance Plan ¡  Training ¡  Content Migration ¡  SharePoint 2010 Installation and ConfigurationTwitter: @meetdux #sptechcon #pm4sp
  16. 16. Agenda¡  Can’t We Just Focus on the Technology?¡  Establish Success Criteria¡  Define Project Objectives¡  Develop Relevant Project Plan¡  Execute and Control the SharePoint Project¡  Questions and AnswersTwitter: @meetdux #sptechcon #pm4sp
  17. 17. Define the Work Needed¡  A WBS is a deliverable-based grouping of project tasks and an effective way to define and organize all of the work required to complete a project SharePoint 2010 Upgrade Content Install & Governance Training Migration ConfigureTwitter: @meetdux #sptechcon #pm4sp
  18. 18. What Are You Estimating For? Duration Work Resource Attend SPTechCon Paint This Room Install SharePoint 2010 on Single ServerTwitter: @meetdux #sptechcon #pm4sp
  19. 19. Create the Network Diagram¡  Identify task dependencies Watch: Project Planning 101 http://bit.ly/3Md01ETwitter: @meetdux #sptechcon #pm4sp
  20. 20. Create the ScheduleTwitter: @meetdux #sptechcon #pm4sp
  21. 21. 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 ReleasesTwitter: @meetdux #sptechcon #pm4sp
  22. 22. 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 designerTwitter: @meetdux #sptechcon #pm4sp
  23. 23. Agenda¡  Can’t We Just Focus on the Technology?¡  Establish Success Criteria¡  Define Project Objectives¡  Develop Relevant Project Plan¡  Execute and Control the SharePoint Project¡  Questions and AnswersTwitter: @meetdux #sptechcon #pm4sp
  24. 24. How Do You Track Progress?“The only man who behaved sensibly was mytailor; he took my measurement anew every timehe saw me, while all the rest went on with their oldmeasurements and expected them to fit me. “ — George Bernard Shaw, Essayist and Nobel laureateTwitter: @meetdux #sptechcon #pm4sp
  25. 25. 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? q  Schedule q  Risks q  Changes q  _____________________ q  _____________________§  Tracking with percentages doesn’t mean jack squatTwitter: @meetdux #sptechcon #pm4sp
  26. 26. Key Steps in Project Tracking¡  Monitoring Progress¡  Analyzing Status¡  Correcting the Schedule¡  Managing ChangesTwitter: @meetdux #sptechcon #pm4sp
  27. 27. Example: Tracking Progress EffectivelyTwitter: @meetdux #sptechcon #pm4sp
  28. 28. Controlling Change¡  Change control is a set of procedures that defines how changes would be addressed in a project¡  Tracking change involves ¡  The number of requests ¡  The person or group requesting the change ¡  What needs to be changed ¡  Impact of the changed ¡  Approval or rejection The change-control procedure must force management to assess the total impact of a change and agree to the cost before ordering it to be implemented.Twitter: @meetdux #sptechcon #pm4sp
  29. 29. Change Control Process Proposed change Inform Do now Log details originator Impact analysis and Schedule priority Yes Management Log Gather info decision No Log and Later schedule reviewTwitter: @meetdux #sptechcon #pm4sp
  30. 30. Agenda¡  Can’t We Just Focus on the Technology?¡  Establish Success Criteria¡  Define Project Objectives¡  Develop Relevant Project Plan¡  Execute and Control the SharePoint Project¡  Questions and AnswersTwitter: @meetdux #sptechcon #pm4sp
  31. 31. 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 #sptechcon #pm4sp
  32. 32. Thank You!
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