How to Effectively     Plan, Execute & Control       SharePoint Projects   Dux Raymond Sy, PMP, MVPVideo Recording: http:/...
Presentation Objectives¡  In this presentation, you will learn the essential components    of delivering successful Share...
Dux Raymond Sy, PMP, MVP         ¡  Managing Partner, Innovative-e, Inc.         ¡  SharePoint Server MVP         ¡  Fo...
Agenda¡  Can’t We Just Focus on the Technology?¡  Establish Success Criteria¡  Collaboratively Engineer a Solution¡  D...
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      Empowerment       Chaos
What are the key steps?¡  Establish Success Criteria¡  Collaboratively Engineer a Solution¡  Define Project Objectives¡...
Agenda¡  Can’t We Just Focus on the Technology?¡  Establish Success Criteria¡  Collaboratively Engineer a Solution¡  D...
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¡  Collaboratively Engineer a Solution¡  D...
Executive SharePoint Ignorance is Not Bliss¡  Execs ordered SharePoint to be deployed  ¡  Do they REALLY understand the ...
Educate and Engage the Business¡  SharePoint is more than just a glorified network share  ¡  Stress that SharePoint is a...
Don’t Call It SharePoint!¡  Generic Solutions  ¡  Corporate Intranet  ¡  Content Management¡  Specific Solutions  ¡  ...
Keep Priorities In Order¡  You can’t do it all!  ¡  What business need should you solve first?  ¡  What are common feat...
Example: Prioritizing SharePoint Features
Proper Requirements Development      Watch: Best Practices in Gathering Requirements        for SharePoint Projects http:/...
Agenda¡  Can’t We Just Focus on the Technology?¡  Establish Success Criteria¡  Collaboratively Engineer a Solution¡  D...
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 in...
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¡  Collaboratively Engineer a Solution¡  D...
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 HKSPC Paint This Room Install Share...
Create the Network Diagram¡  Identify task dependencies          Watch: Project Planning 101 http://bit.ly/3Md01E
Create the Schedule
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¡  D...
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 Changes
Example: Tracking Progress Effectively
Agenda¡  Can’t We Just Focus on the Technology?¡  Establish Success Criteria¡  Collaboratively Engineer a Solution¡  D...
Questions?             E-Mail: dux.sy@innovative-e.com             LinkedIn: meetdux.com/li             Blog: meetdux.com ...
Thank You!
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How to Plan and Manage SharePoint Projects #hkspc

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How to Plan and Manage SharePoint Projects #hkspc

  1. 1. How to Effectively Plan, Execute & Control SharePoint Projects Dux Raymond Sy, PMP, MVPVideo Recording: http://vimeo.com/31946187
  2. 2. Presentation Objectives¡  In this presentation, you will learn the essential components of 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 Project
  3. 3. Dux Raymond Sy, PMP, MVP ¡  Managing Partner, Innovative-e, Inc. ¡  SharePoint Server MVP ¡  For more information, connect with Dux ¡  E-Mail: dux.sy@innovative-e.com ¡  Twitter: twitter.com/meetdux ¡  LinkedIn: meetdux.com/li ¡  Blog: meetdux.com
  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
  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 skillz
  6. 6. SharePoint Implementation Continuum Draconian IT Governed Wild Wild West Control Empowerment Chaos
  7. 7. What are the key steps?¡  Establish Success Criteria¡  Collaboratively Engineer a Solution¡  Define Project Objectives¡  Develop Relevant Project Plan¡  Execute and Control the SharePoint Project
  8. 8. Agenda¡  Can’t We Just Focus on the Technology?¡  Establish Success Criteria¡  Collaboratively Engineer a Solution¡  Define Project Objectives¡  Develop Relevant Project Plan¡  Execute and Control the SharePoint Project¡  Questions and Answers
  9. 9. Key Steps to Define Project Success¡  Why is SharePoint being implemented?¡  What is the Priority? ¡  Time ¡  Cost/Budget ¡  Scope¡  Identify Key Stakeholders ¡  Sponsor ¡  Customer ¡  Team
  10. 10. Establish Rules of Engagement¡  Project Phases ¡  Initiation ¡  Planning ¡  Execution ¡  Control ¡  Closing¡  Roles and Responsibilities¡  Project Communication¡  Project Tracking
  11. 11. Agenda¡  Can’t We Just Focus on the Technology?¡  Establish Success Criteria¡  Collaboratively Engineer a Solution¡  Define Project Objectives¡  Develop Relevant Project Plan¡  Execute and Control the SharePoint Project¡  Questions and Answers
  12. 12. Executive SharePoint Ignorance is Not Bliss¡  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
  13. 13. 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
  14. 14. Don’t Call It SharePoint!¡  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
  15. 15. 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
  16. 16. Example: Prioritizing SharePoint Features
  17. 17. Proper Requirements Development Watch: Best Practices in Gathering Requirements for SharePoint Projects http://bit.ly/cwdCBp
  18. 18. Agenda¡  Can’t We Just Focus on the Technology?¡  Establish Success Criteria¡  Collaboratively Engineer a Solution¡  Define Project Objectives¡  Develop Relevant Project Plan¡  Execute and Control the SharePoint Project¡  Questions and Answers
  19. 19. 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?
  20. 20. 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.
  21. 21. 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 Configuration
  22. 22. Agenda¡  Can’t We Just Focus on the Technology?¡  Establish Success Criteria¡  Collaboratively Engineer a Solution¡  Define Project Objectives¡  Develop Relevant Project Plan¡  Execute and Control the SharePoint Project¡  Questions and Answers
  23. 23. 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 Configure
  24. 24. What Are You Estimating For? Duration Work Resource Attend HKSPC Paint This Room Install SharePoint 2010 on Single Server
  25. 25. Create the Network Diagram¡  Identify task dependencies Watch: Project Planning 101 http://bit.ly/3Md01E
  26. 26. Create the Schedule
  27. 27. 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
  28. 28. 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
  29. 29. Agenda¡  Can’t We Just Focus on the Technology?¡  Establish Success Criteria¡  Collaboratively Engineer a Solution¡  Define Project Objectives¡  Develop Relevant Project Plan¡  Execute and Control the SharePoint Project¡  Questions and Answers
  30. 30. 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 laureate
  31. 31. 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 squat
  32. 32. Key Steps in Project Tracking¡  Monitoring Progress¡  Analyzing Status¡  Correcting the Schedule¡  Managing Changes
  33. 33. Example: Tracking Progress Effectively
  34. 34. Agenda¡  Can’t We Just Focus on the Technology?¡  Establish Success Criteria¡  Collaboratively Engineer a Solution¡  Define Project Objectives¡  Develop Relevant Project Plan¡  Execute and Control the SharePoint Project¡  Questions and Answers
  35. 35. Questions? E-Mail: dux.sy@innovative-e.com LinkedIn: meetdux.com/li Blog: meetdux.com Twitter: meetdux
  36. 36. Thank You!
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