How to Effectively Plan, Executeand Control SharePoint Projects                Dux Raymond Sy, PMP, MVP                   ...
Objectives•    In this presentation, you will learn the essential components     of delivering successful SharePoint proje...
Agenda•    Can’t We Just Focus on the Technology?•    Establish Success Criteria•    Collaboratively Engineer a Solution• ...
Agenda  •    Can’t We Just Focus on the Technology?  •    Establish Success Criteria  •    Collaboratively Engineer a Solu...
Typical Scenarios•    Pilot deployment for IT then magically it becomes an     enterprise production deployment     –  No ...
Implementation Continuum Draconian IT    Governed      Wild Wild   Control      Empowerment   West Chaos
Agenda•    Can’t We Just Focus on the Technology?•    Establish Success Criteria•    Collaboratively Engineer a Solution• ...
What Does Winning Look Like?•    Why is SharePoint being implemented?•    What is the Priority?     –  Time     –  Cost/Bu...
Establish Rules of Engagement•    Project Phases     –    Initiation     –    Planning     –    Execution     –    Control...
Agenda•    Can’t We Just Focus on the Technology?•    Establish Success Criteria•    Collaboratively Engineer a Solution• ...
Executive Ignorance Is Not Bliss•    Execs ordered SharePoint to be deployed     –  Do they REALLY understand the value of...
Educate and Engage the Business•    SharePoint is more than just a glorified network share     –  Stress that SharePoint i...
Don’t Call it SharePoint•    Enterprise Solutions     –  Corporate Intranet     –  Content Management•    Point Solutions ...
Keep Priorities in Order•    You can’t do it all!      –  What business need should you solve first?      –  What are comm...
Agenda•    Can’t We Just Focus on the Technology?•    Establish Success Criteria•    Collaboratively Engineer a Solution• ...
Define Project Goal•    A clear, quantifiable statement of project intent     –    Why is the project being undertaken?   ...
Example: Project GoalThe current SharePoint 2007 intranet will be upgraded toSharePoint 2010 throughout the university in ...
Identify Relevant Deliverables•    Apart from the end product, what are the essential project     artifacts and or milesto...
Define the Work Needed                SharePoint 2010 Upgrade                                 Content      Install &   Gov...
What are You Estimating For?                            Duration   Work Resourc                                           ...
Create Schedule
IT Can You Handle This?•    Implementation     –  Do you have the relevant skillsets        to plan, engage with the busin...
Agenda•    Can’t We Just Focus on the Technology?•    Establish Success Criteria•    Collaboratively Engineer a Solution• ...
What Do You Track?•    Making time to gather intelligence about the progress of the     project is a significant priority ...
Tracking Process•    Monitoring Progress•    Analyzing Status•    Correcting the Schedule•    Managing Changes
Questions?    Dux Raymond Sydux.sy@innovative-e.com
Thank You!
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How to Plan, Manage and Control SharePoint Projects

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December 2012

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  • Few Questions to be answered before you start a SharePoint project :

    http://sharepoint.asia/few-questions-to-be-answered-before-you-start-a-sharepoint-project/
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How to Plan, Manage and Control SharePoint Projects

  1. 1. How to Effectively Plan, Executeand Control SharePoint Projects Dux Raymond Sy, PMP, MVP Managing Partner, Innovative-e Level: Intermediate Video Recording: https://vimeo.com/55729180
  2. 2. 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. Agenda•  Can’t We Just Focus on the Technology?•  Establish Success Criteria•  Collaboratively Engineer a Solution•  Develop Relevant Project Plan•  Effectively Manage the Project
  4. 4. Agenda •  Can’t We Just Focus on the Technology? •  Establish Success Criteria •  Collaboratively Engineer a SolutionWhy won’t 
 •  Develop Relevant Project Planthis one fit? •  Effectively Manage the Project
  5. 5. Typical 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. Implementation Continuum Draconian IT Governed Wild Wild Control Empowerment West Chaos
  7. 7. Agenda•  Can’t We Just Focus on the Technology?•  Establish Success Criteria•  Collaboratively Engineer a Solution•  Develop Relevant Project Plan•  Effectively Manage the Project
  8. 8. What Does Winning Look Like?•  Why is SharePoint being implemented?•  What is the Priority? –  Time –  Cost/Budget –  Scope•  Identify Key Stakeholders –  Sponsor –  Customer –  Team
  9. 9. Establish Rules of Engagement•  Project Phases –  Initiation –  Planning –  Execution –  Control –  Closing•  Roles and Responsibilities•  Project Communication•  Project Tracking
  10. 10. Agenda•  Can’t We Just Focus on the Technology?•  Establish Success Criteria•  Collaboratively Engineer a Solution•  Develop Relevant Project Plan•  Effectively Manage the Project
  11. 11. Executive 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
  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
  13. 13. Don’t Call it SharePoint•  Enterprise Solutions –  Corporate Intranet –  Content Management•  Point Solutions –  Employee Onboarding System for Human Resources –  Conference Room Scheduling System for Facilities –  Project Management Information System for PMs•  System Integration•  Custom Application Development
  14. 14. 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
  15. 15. Agenda•  Can’t We Just Focus on the Technology?•  Establish Success Criteria•  Collaboratively Engineer a Solution•  Develop Relevant Project Plan•  Effectively Manage the Project
  16. 16. 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?
  17. 17. Example: Project GoalThe current SharePoint 2007 intranet will be upgraded toSharePoint 2010 throughout the university in order to increaseadoption and reduce IT support requirements.The upgrade should be completed a month before Fallsemester begins.
  18. 18. 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
  19. 19. Define the Work Needed SharePoint 2010 Upgrade Content Install & Governance Training Migration Configure
  20. 20. What are You Estimating For? Duration Work Resourc e Attend Conference Paint This Room Install SharePoint 2010 on Single Server
  21. 21. Create Schedule
  22. 22. 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
  23. 23. Agenda•  Can’t We Just Focus on the Technology?•  Establish Success Criteria•  Collaboratively Engineer a Solution•  Develop Relevant Project Plan•  Effectively Manage the Project
  24. 24. What Do You Track?•  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•  Tracking with percentages doesn’t mean jack squat
  25. 25. Tracking Process•  Monitoring Progress•  Analyzing Status•  Correcting the Schedule•  Managing Changes
  26. 26. Questions? Dux Raymond Sydux.sy@innovative-e.com
  27. 27. Thank You!
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