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Collaboration in SharePoint: Bringing It All Together<br />Michael Sampson<br />www.michaelsampson.net<br />
Michael Sampson<br />Improving the Performance of Distributed Teams<br />Blog<br />Reports and Articles<br />Two books on ...
Agenda<br />“Why did you write Seamless Teamwork?”<br />“What are the key messages in your book?”<br />“How can Seamless T...
2<br />Why I Wrote Seamless Teamwork<br />Gives business people a picture of how they could coherently use SharePoint in t...
1<br />Why I Wrote Seamless Teamwork<br />Gives business people a language for talking to IT about SharePoint and their wo...
Key Messages in Seamless Teamwork<br />People and process matter (hugely)<br />SharePoint has technical capability to help...
Once upon a time … in a land far, far away …<br />
Meet Roger Lengel<br />
… and Kelly Rollin(Roger’s boss)<br />
Dear Roger, <br />You did great in yesterday’s meeting with Martin, Janet, Tommy, and Darren. This e-mail message is to co...
“How do we run projects around here?”<br />
The Five Phases Project Life Cycle<br />Understandingthe Options<br />Creating a SharedVision<br />Analyzingthe Options<br...
SharePoint for Managing the Project<br />Recruitingthe ProjectTeam<br />Setting upthe Team’s Place in SharePoint<br />Intr...
Recruiting the Project Team<br />Roger knows some people at Fourth Coffee<br />“I wonder who would be the best for this te...
My Profile<br />
People Search – For Internal People<br />Find someone you know<br />Search by Department<br />Search by Job Title<br />Sea...
People Search – For External People<br />Ask people at your firm for referrals<br />Look at their Web site<br />Google the...
Pre-Conditions for My Site Success<br />People have filled out their profile!<br />Make your areas of expertise interestin...
Creating the Team’s Place<br />The three constituencies in any project<br />The project team<br />The project sponsors and...
Open access – everyone<br />Restricted access #1 – project team<br />Restricted access #2 – sponsors and stakeholders<br /...
Open Access = “Everyone Else” site<br />
Restricted Access #1 = Inner Team Site<br />
Restricted Access #2 = Sponsors & Stakeholders<br />
Template Standardisation(governance theme)<br />Minimize the number of diverging designs<br />Reduces cognitive load on us...
“Team, Meet SharePoint”<br />Upfront questions when starting a project:<br />“Who are these other people that I’m working ...
Key Idea: Announcements to Coordinate Team Action<br />Create an announcement to say what the team needs to do next<br />T...
“What’s Changed?”<br />
“What’s Changed?”<br />Site 5<br />Site 4<br />Site 6<br />Site 3<br />Site 7<br />Site 2<br />Site 8<br />Site 1<br />Sit...
“What’s Changed?”<br />Email or RSS notifications to alert to changes<br />Site 5<br />Site 4<br />Site 6<br />Site 3<br /...
Setting Up an Email Alert<br />
Setting Up an Email Alert<br />
Setting Up an RSS Alert<br />
Setting Up an RSS Alert<br />
“Who am I working with?”<br />General and generic information:<br />In SharePoint, “My Profile”<br />Project-specific info...
Wiki Page to Snapshot the Team<br />
Controlled Release of Personal Details<br />
When can we work together?<br />Multi-location, multi-time zone team<br />When can we expect others to be available?<br />...
When can we work together?<br />
How will we work together?<br />Shared mental picture of working together<br />Not in the same place<br />Eg,<br />Frequen...
How will we work together?<br />
Sharing the Contextual Details<br />Overcoming invisibility and inaudibility<br />“What’s going on for Laura in Edinburgh?...
Sharing the Contextual Details<br />
Creating a Shared Vision<br />Creating a SharedVision<br />Understandingthe Options<br />Analyzingthe Options<br />Making ...
“What are we working towards?”<br />Common thought—“produced in common”<br />Three aspects of shared vision:<br />SharedVi...
“What are we working towards?”<br />Delegated VisionWhat the sponsors want<br />Contextual VisionWhat the stakeholders wan...
Delegated Vision: Interview, Document<br />
Contextual and Personal Vision<br />How to comprehend the Contextual Vision<br />How to document the Personal Vision<br />
Personal Vision<br />“Why is this project meaningful to me?”<br />“What do I hope to get out of it?”<br />In SharePoint:<b...
Personal Vision<br />
Understandingthe Options<br />Analyzingthe Options<br />Making aDecision<br />Concludingthe Project<br />Understanding the...
Understanding the Options<br />“What couldwe do?”<br />Aim is to secure a range of options<br />Prevents premature embrace...
Brainstorming: Wiki Page<br />List the rules of brainstorming<br />1<br />2<br />3<br />4<br />
Brainstorming: Wiki Page<br />Seed the brainstorming page<br />1<br />2<br />3<br />4<br />
Brainstorming: Wiki Page<br />Signal that brainstorming rules apply<br />1<br />2<br />3<br />4<br />
Brainstorming: Wiki Page<br />Announce the brainstorm “open”<br />1<br />2<br />3<br />4<br />
Other Approaches<br />Brainstorming:<br />With OneNote 2007 (a shared notebook)<br />Via a conference call<br />Reviewing ...
Making aDecision<br />Concludingthe Project<br />Analyzing the Options<br />Analyzingthe Options<br />Creating a SharedVis...
Analyzing the Options<br />“What could we realistically do?”<br />Explore the better ideas and options<br />Cull those tha...
Create a Custom List to Track the Ideas<br />Use a SharePoint Custom List<br />For team coordination<br />Communicates own...
Coauthoring a Document<br />Option 1: Word 2007<br />Use a Content Type<br />Standardises the Word template<br />
Coauthoring a Document<br />Option 2: SharePoint Wiki<br />Create a page for each idea<br />Follow a similar structure acr...
Meetings When Apart<br />Five general purposes for meetings:<br />To transfer information … use other ways<br />To discuss...
Meetings When Apart: Technology<br />Microsoft SharedView<br />Free for up to 15 participants<br />“Meet Now” only; can’t ...
When should we meet in person?<br />Two general rules:<br />There is a lot of intensive work to do over a short time perio...
Making a Decision<br />Making aDecision<br />Understandingthe Options<br />Creating a SharedVision<br />Concludingthe Proj...
Making a Decision<br />“What should we do?”<br />Have to choose one option from the short-list<br />Approach:<br />Pre-wor...
Assessing Commonality in Decision<br />Create a SharePoint survey<br />1<br />2<br />3<br />4<br />
Assessing Commonality in Decision<br />Create the survey questions<br />1<br />2<br />3<br />4<br />
Assessing Commonality in Decision<br />Invite responses through an Announcement<br />1<br />2<br />3<br />4<br />Key messa...
Assessing Commonality in Decision<br />Review the completed survey<br />1<br />2<br />3<br />4<br />
Making a Decision: Method Options<br />Conference Call<br />High agreement<br />Shorter session to deal with formalities<b...
Draft the Recommendation<br />The team has determined the best way forward<br />Now need to document that<br />Socialise t...
Other Tools and Capabilities<br />SharePoint Workflow … to gather feedback on a document in a standard way<br />No duplica...
Concluding the Project<br />Concludingthe Project<br />Understandingthe Options<br />Creating a SharedVision<br />Analyzin...
Concluding the Project<br />“We Did It!”<br />Ending the formal work of the team<br />Recognition and celebration<br />Tea...
Update My Site with Project Details<br />
Write a Blog Post about the Project<br />Write a blog post about the project in your My Site blog<br />The role you took<b...
Tidying Up the Inner Team Site<br />Publish final materials<br />Into the document management system<br />To the Intranet<...
… and they all lived happily ever after.<br />
Agenda<br />“Why did you write Seamless Teamwork?”<br />“What are the key messages in your book?”<br />“How can Seamless T...
How Seamless Teamwork Helps You<br />Strengthens user adoption of SharePoint<br />Shows business people what’s possible an...
Next Actions<br />Develop your internal user adoption strategy<br />Inhouse Seamless Teamwork workshop<br />www.seamlesste...
Seamless Teamwork<br />How business teams can make the best use of SharePoint for collaboration<br />Published by Microsof...
SharePoint Roadmap for Collaboration<br />Making SharePoint succeed at a business and human level<br />Published by The Mi...
The Michael Sampson Company<br />Improving the performance of distributed teams<br />michaelsampson.net<br />michael@micha...
Discussion<br />
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Session8 Collaboration B08 Michael Sampson

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Michael's slide deck for his session on "Collaboration in SharePoint: Bringing It All Together", based on Seamless Teamwork.

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Transcript of "Session8 Collaboration B08 Michael Sampson"

  1. 1. Collaboration in SharePoint: Bringing It All Together<br />Michael Sampson<br />www.michaelsampson.net<br />
  2. 2. Michael Sampson<br />Improving the Performance of Distributed Teams<br />Blog<br />Reports and Articles<br />Two books on SharePoint, “Seamless Teamwork” and “SharePoint Roadmap for Collaboration”<br />Invited Conference Speaker<br />Consultant, Analyst, Workshop Leader<br />
  3. 3. Agenda<br />“Why did you write Seamless Teamwork?”<br />“What are the key messages in your book?”<br />“How can Seamless Teamwork help our firm?”<br />“What do we need to do next?”<br />
  4. 4. 2<br />Why I Wrote Seamless Teamwork<br />Gives business people a picture of how they could coherently use SharePoint in their work<br />Talks about SharePoint in terms of business work, not technology features<br />1<br />
  5. 5. 1<br />Why I Wrote Seamless Teamwork<br />Gives business people a language for talking to IT about SharePoint and their work<br />Addresses the questions and considerations that people will face in using SharePoint for work<br />2<br />
  6. 6. Key Messages in Seamless Teamwork<br />People and process matter (hugely)<br />SharePoint has technical capability to help in lots of areas (if it’s used well)<br />Align SharePoint features to team stages<br />Eg, wiki for “emerging” content / consensus AND THEN documents for finalizing content<br />
  7. 7. Once upon a time … in a land far, far away …<br />
  8. 8. Meet Roger Lengel<br />
  9. 9. … and Kelly Rollin(Roger’s boss)<br />
  10. 10. Dear Roger, <br />You did great in yesterday’s meeting with Martin, Janet, Tommy, and Darren. This e-mail message is to confirm what was verbally discussed, that you are project lead on Project Delta. It is critical to the future of our company that you get this right, and we all have full confidence in you to do so. You wouldn’t have been tapped to do this otherwise. <br />A couple of pointers: You will need to assemble a team of people from across the firm to be involved, and given the emphasis of Project Delta on international expansion, I don’t need to remind you to pull in some good people from our overseas offices. The implication, of course, is that you’ll be leading a virtual team — you won’t be able to work in person with all of the people on the team, but you’ll still need to ensure that all of the work that gets done is done effectively. <br />Secondly, I think this is a great project for running through SharePoint. I have spoken to Gareth Chan in IT, and he will be setting up a new Project Delta site for you. Please make sure that you use SharePoint in the most effective way possible; it shouldn’t merely be a file repository. <br />Let me know if there’s anything I can do to assist. Happy to run interference for you where and if necessary. <br />
  11. 11. “How do we run projects around here?”<br />
  12. 12. The Five Phases Project Life Cycle<br />Understandingthe Options<br />Creating a SharedVision<br />Analyzingthe Options<br />Making aDecision<br />Concludingthe Project<br />All projects have unique AND generic aspects<br />Five Phases … a high-level generic process<br />
  13. 13. SharePoint for Managing the Project<br />Recruitingthe ProjectTeam<br />Setting upthe Team’s Place in SharePoint<br />Introducing the Team to SharePoint<br />
  14. 14. Recruiting the Project Team<br />Roger knows some people at Fourth Coffee<br />“I wonder who would be the best for this team?”<br />SharePoint My Site<br />My Profile – public-facing profile<br />My Home – personal-facing home site<br />People Search<br />My Site requires MOSS 2007<br />
  15. 15. My Profile<br />
  16. 16. People Search – For Internal People<br />Find someone you know<br />Search by Department<br />Search by Job Title<br />Search based on Skills<br />
  17. 17. People Search – For External People<br />Ask people at your firm for referrals<br />Look at their Web site<br />Google their name<br />Follow their blog<br />Look who is speaking at conferences<br />Advanced tip:<br />Create a place in SharePoint for tracking external people (“dossier site”)<br />
  18. 18. Pre-Conditions for My Site Success<br />People have filled out their profile!<br />Make your areas of expertise interesting, not generic<br />Be exhaustive and list everything<br />View your profile as your online resume<br />Be professional<br />Don’t be all business<br />Keep your profile up-to-date<br />Become a My Site champion!<br />
  19. 19. Creating the Team’s Place<br />The three constituencies in any project<br />The project team<br />The project sponsors and stakeholders<br />Everyone else<br />
  20. 20. Open access – everyone<br />Restricted access #1 – project team<br />Restricted access #2 – sponsors and stakeholders<br />Everyone Else<br />Project Team<br />Project Sponsors and Stakeholders<br />Visualise an Office Building<br />
  21. 21. Open Access = “Everyone Else” site<br />
  22. 22. Restricted Access #1 = Inner Team Site<br />
  23. 23. Restricted Access #2 = Sponsors & Stakeholders<br />
  24. 24. Template Standardisation(governance theme)<br />Minimize the number of diverging designs<br />Reduces cognitive load on users<br />Forms habits about “our way of working”<br />Encourages seamless use<br />Create a small set of templates for projects<br />Small projects, Medium and Large<br />
  25. 25. “Team, Meet SharePoint”<br />Upfront questions when starting a project:<br />“Who are these other people that I’m working with?”<br />“How are we going to work together?”<br />“How will I know when other people want me to do something?”<br />
  26. 26. Key Idea: Announcements to Coordinate Team Action<br />Create an announcement to say what the team needs to do next<br />Team members are alerted<br />They individually decide how and when to respond<br />Tasks? For “one person” delegations<br />
  27. 27. “What’s Changed?”<br />
  28. 28. “What’s Changed?”<br />Site 5<br />Site 4<br />Site 6<br />Site 3<br />Site 7<br />Site 2<br />Site 8<br />Site 1<br />Site 9<br />
  29. 29. “What’s Changed?”<br />Email or RSS notifications to alert to changes<br />Site 5<br />Site 4<br />Site 6<br />Site 3<br />Site 7<br />Site 2<br />Site 8<br />Site 1<br />Site 9<br />
  30. 30. Setting Up an Email Alert<br />
  31. 31. Setting Up an Email Alert<br />
  32. 32. Setting Up an RSS Alert<br />
  33. 33. Setting Up an RSS Alert<br />
  34. 34. “Who am I working with?”<br />General and generic information:<br />In SharePoint, “My Profile”<br />Project-specific information:<br />Page in the team’s wiki<br />
  35. 35. Wiki Page to Snapshot the Team<br />
  36. 36. Controlled Release of Personal Details<br />
  37. 37. When can we work together?<br />Multi-location, multi-time zone team<br />When can we expect others to be available?<br />When can we expect others to be working?<br />
  38. 38. When can we work together?<br />
  39. 39. How will we work together?<br />Shared mental picture of working together<br />Not in the same place<br />Eg,<br />Frequency of interaction<br />Speed of response<br />Dealing with disagreements<br />
  40. 40. How will we work together?<br />
  41. 41. Sharing the Contextual Details<br />Overcoming invisibility and inaudibility<br />“What’s going on for Laura in Edinburgh?”<br />The meetings she’s going to<br />Her travel schedule for the week<br />What she’s reading<br />Is there a good reason why she isn’t responding to my email today? (perhaps it’s a public holiday)<br />
  42. 42. Sharing the Contextual Details<br />
  43. 43. Creating a Shared Vision<br />Creating a SharedVision<br />Understandingthe Options<br />Analyzingthe Options<br />Making aDecision<br />Concludingthe Project<br />
  44. 44. “What are we working towards?”<br />Common thought—“produced in common”<br />Three aspects of shared vision:<br />SharedVision<br />Delegated Vision<br />Contextual Vision<br />Personal Vision<br />
  45. 45. “What are we working towards?”<br />Delegated VisionWhat the sponsors want<br />Contextual VisionWhat the stakeholders want<br />Personal VisionWIIFM?<br />
  46. 46. Delegated Vision: Interview, Document<br />
  47. 47. Contextual and Personal Vision<br />How to comprehend the Contextual Vision<br />How to document the Personal Vision<br />
  48. 48. Personal Vision<br />“Why is this project meaningful to me?”<br />“What do I hope to get out of it?”<br />In SharePoint:<br />A personal place to note WIIFM<br />Can see it whenever I visit the team’s site<br />
  49. 49. Personal Vision<br />
  50. 50. Understandingthe Options<br />Analyzingthe Options<br />Making aDecision<br />Concludingthe Project<br />Understanding the Options<br />Creating a SharedVision<br />
  51. 51. Understanding the Options<br />“What couldwe do?”<br />Aim is to secure a range of options<br />Prevents premature embrace of one option<br />Strategy: Brainstorming<br />Separates idea generation from idea evaluation<br />Creates a time/space to have ideas and share them<br />
  52. 52. Brainstorming: Wiki Page<br />List the rules of brainstorming<br />1<br />2<br />3<br />4<br />
  53. 53. Brainstorming: Wiki Page<br />Seed the brainstorming page<br />1<br />2<br />3<br />4<br />
  54. 54. Brainstorming: Wiki Page<br />Signal that brainstorming rules apply<br />1<br />2<br />3<br />4<br />
  55. 55. Brainstorming: Wiki Page<br />Announce the brainstorm “open”<br />1<br />2<br />3<br />4<br />
  56. 56. Other Approaches<br />Brainstorming:<br />With OneNote 2007 (a shared notebook)<br />Via a conference call<br />Reviewing and consolidating the ideas<br />
  57. 57. Making aDecision<br />Concludingthe Project<br />Analyzing the Options<br />Analyzingthe Options<br />Creating a SharedVision<br />Understandingthe Options<br />
  58. 58. Analyzing the Options<br />“What could we realistically do?”<br />Explore the better ideas and options<br />Cull those that are too costly or risky<br />… or where the timing is off<br />Expand and analyze the good ideas<br />Aim is to get to a short list of 2-3 ideas<br />
  59. 59. Create a Custom List to Track the Ideas<br />Use a SharePoint Custom List<br />For team coordination<br />Communicates ownership and status<br />Custom lists:<br />Huge range of flexibility to track things in a shared setting<br />Better than Excel 2007 or Access 2007<br />
  60. 60. Coauthoring a Document<br />Option 1: Word 2007<br />Use a Content Type<br />Standardises the Word template<br />
  61. 61. Coauthoring a Document<br />Option 2: SharePoint Wiki<br />Create a page for each idea<br />Follow a similar structure across ideas<br />
  62. 62. Meetings When Apart<br />Five general purposes for meetings:<br />To transfer information … use other ways<br />To discuss and decide … conference call<br />To coordinate … use blog<br />To socialise … use blog or instant messaging<br />To get work done … use screen sharing<br />Time zone coordination? See the wiki<br />
  63. 63. Meetings When Apart: Technology<br />Microsoft SharedView<br />Free for up to 15 participants<br />“Meet Now” only; can’t pre-schedule<br />No conference call number<br />Microsoft Live Meeting<br />Monthly service fee<br />Meet now and pre-scheduled<br />Bundles a conference call number<br />
  64. 64. When should we meet in person?<br />Two general rules:<br />There is a lot of intensive work to do over a short time period<br />Lots of interactive conversation is required<br />Good times, for example:<br />At the start of the project (getting to know others)<br />Key decisions have to be made<br />2-3 people have intensive co-work to do<br />
  65. 65. Making a Decision<br />Making aDecision<br />Understandingthe Options<br />Creating a SharedVision<br />Concludingthe Project<br />Analyzingthe Options<br />
  66. 66. Making a Decision<br />“What should we do?”<br />Have to choose one option from the short-list<br />Approach:<br />Pre-work (read through the options)<br />Evaluate the starting positions … how much agreement or disagreement is there?<br />
  67. 67. Assessing Commonality in Decision<br />Create a SharePoint survey<br />1<br />2<br />3<br />4<br />
  68. 68. Assessing Commonality in Decision<br />Create the survey questions<br />1<br />2<br />3<br />4<br />
  69. 69. Assessing Commonality in Decision<br />Invite responses through an Announcement<br />1<br />2<br />3<br />4<br />Key messages to communicate:<br /> It’s not the final decision<br /> Design of the survey<br /> Reminder to read the documents<br /> Link to the survey page<br />
  70. 70. Assessing Commonality in Decision<br />Review the completed survey<br />1<br />2<br />3<br />4<br />
  71. 71. Making a Decision: Method Options<br />Conference Call<br />High agreement<br />Shorter session to deal with formalities<br />Face-to-Face Meeting<br />High disagreement<br />2-3 day session<br />Location choice<br />Whole team or subset only?<br />
  72. 72. Draft the Recommendation<br />The team has determined the best way forward<br />Now need to document that<br />Socialise the recommendation<br />Seek feedback on the recommendation<br />Revise the recommendation (as appropriate)<br />
  73. 73. Other Tools and Capabilities<br />SharePoint Workflow … to gather feedback on a document in a standard way<br />No duplication of documents<br />Clear signaling of work to do <br />
  74. 74. Concluding the Project<br />Concludingthe Project<br />Understandingthe Options<br />Creating a SharedVision<br />Analyzingthe Options<br />Making aDecision<br />
  75. 75. Concluding the Project<br />“We Did It!”<br />Ending the formal work of the team<br />Recognition and celebration<br />Team debriefing<br />Personal vision … “go for it”<br />
  76. 76. Update My Site with Project Details<br />
  77. 77. Write a Blog Post about the Project<br />Write a blog post about the project in your My Site blog<br />The role you took<br />The names of the other people<br />The key outcomes<br />Key lessons about effective teamwork<br />
  78. 78. Tidying Up the Inner Team Site<br />Publish final materials<br />Into the document management system<br />To the Intranet<br />Delete the transitory material<br />Get the Inner Team site archived<br />Disconnect Outlook, Groove or Colligo from the site<br />Update the Everyone Else site<br />
  79. 79. … and they all lived happily ever after.<br />
  80. 80. Agenda<br />“Why did you write Seamless Teamwork?”<br />“What are the key messages in your book?”<br />“How can Seamless Teamwork help our firm?”<br />“What do we need to do next?”<br />
  81. 81. How Seamless Teamwork Helps You<br />Strengthens user adoption of SharePoint<br />Shows business people what’s possible and useful<br />Shortens your training activities for SharePoint<br />Gives examples of using SharePoint capabilities<br />Addresses common business user questions<br />
  82. 82. Next Actions<br />Develop your internal user adoption strategy<br />Inhouse Seamless Teamwork workshop<br />www.seamlessteamwork.com<br />Order SharePoint Roadmap for Collaboration<br />www.sharepointroadmap.com<br />Inhouse SharePoint Roadmap workshop<br />
  83. 83. Seamless Teamwork<br />How business teams can make the best use of SharePoint for collaboration<br />Published by Microsoft Press (2009)<br />www.seamlessteamwork.com<br />
  84. 84. SharePoint Roadmap for Collaboration<br />Making SharePoint succeed at a business and human level<br />Published by The Michael Sampson Company (2009)<br />www.sharepointroadmap.com<br />
  85. 85. The Michael Sampson Company<br />Improving the performance of distributed teams<br />michaelsampson.net<br />michael@michaelsampson.net<br />
  86. 86. Discussion<br />

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