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How to Effectively      Plan, Execute & Control        SharePoint Projects       Dux Raymond Sy, PMPVideo 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 Serve...
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               Empow...
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 FeaturesTwitter: @meetdux #ospug
Proper Requirements Development             Watch: Best Practices in Gathering Requirements               for SharePoint P...
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...
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 SPSNOLA Paint This Room Install Sha...
Create the Network Diagram¡  Identify task dependencies            Watch: Project Planning 101 http://bit.ly/3Md01ETwitte...
Create the ScheduleTwitter: @meetdux #ospug
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 ChangesTwi...
Example: Tracking Progress EffectivelyTwitter: @meetdux #ospug
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   ...
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OSPUG: How To Effectively Plan, Execute, Control SharePoint Projects

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Presented at Orlando SharePoint USer Group
April 6, 2011

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Transcript of "OSPUG: How To Effectively Plan, Execute, Control SharePoint Projects"

  1. 1. How to Effectively Plan, Execute & Control SharePoint Projects Dux Raymond Sy, PMPVideo Recording: http://vimeo.com/22604942
  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 ProjectTwitter: @meetdux #ospug
  3. 3. Dux Raymond Sy, PMP, MVP ¡  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 #ospug
  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 AnswersTwitter: @meetdux #ospug
  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 #ospug
  6. 6. SharePoint Implementation Continuum Draconian IT Governed Wild Wild West Control Empowerment ChaosTwitter: @meetdux #ospug
  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 ProjectTwitter: @meetdux #ospug
  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 AnswersTwitter: @meetdux #ospug
  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 ¡  TeamTwitter: @meetdux #ospug
  10. 10. Establish Rules of Engagement¡  Project Phases ¡  Initiation ¡  Planning ¡  Execution ¡  Control ¡  Closing¡  Roles and Responsibilities¡  Project Communication¡  Project TrackingTwitter: @meetdux #ospug
  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 AnswersTwitter: @meetdux #ospug
  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/393bTwitter: @meetdux #ospug
  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 SolutionTwitter: @meetdux #ospug
  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 DevelopmentTwitter: @meetdux #ospug
  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/sbyvTwitter: @meetdux #ospug
  16. 16. Example: Prioritizing SharePoint FeaturesTwitter: @meetdux #ospug
  17. 17. Proper Requirements Development Watch: Best Practices in Gathering Requirements for SharePoint Projects http://bit.ly/cwdCBpTwitter: @meetdux #ospug
  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 AnswersTwitter: @meetdux #ospug
  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?Twitter: @meetdux #ospug
  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.Twitter: @meetdux #ospug
  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 ConfigurationTwitter: @meetdux #ospug
  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 AnswersTwitter: @meetdux #ospug
  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 ConfigureTwitter: @meetdux #ospug
  24. 24. What Are You Estimating For? Duration Work Resource Attend SPSNOLA Paint This Room Install SharePoint 2010 on Single ServerTwitter: @meetdux #ospug
  25. 25. Create the Network Diagram¡  Identify task dependencies Watch: Project Planning 101 http://bit.ly/3Md01ETwitter: @meetdux #ospug
  26. 26. Create the ScheduleTwitter: @meetdux #ospug
  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 ReleasesTwitter: @meetdux #ospug
  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 designerTwitter: @meetdux #ospug
  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 AnswersTwitter: @meetdux #ospug
  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 laureateTwitter: @meetdux #ospug
  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 squatTwitter: @meetdux #ospug
  32. 32. Key Steps in Project Tracking¡  Monitoring Progress¡  Analyzing Status¡  Correcting the Schedule¡  Managing ChangesTwitter: @meetdux #ospug
  33. 33. Example: Tracking Progress EffectivelyTwitter: @meetdux #ospug
  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 AnswersTwitter: @meetdux #ospug
  35. 35. 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 #ospug
  36. 36. Thank You!
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