The SharePoint Story for Success<br />How To: Manage and Implement SharePoint Projects	                   Presented By: Ri...
Who am I?<br /><ul><li>Richard Harbridge
is a Business Analyst
is a Project Manager
is a Technology Specialist
is a Blogger/Tweeter
Loves SharePoint
Loves Communities
Loves Technology
Loves Speaking</li></ul>@rharbridge<br />Blah blahblahblahblah<br />
What I am going to talk about…<br />The Idea<br />The Decision<br />Buy In and Expectations<br />Governance<br />Approach,...
 On With Our Story…<br />From Here                                                           To Here<br />Richard Harbridg...
Chapter 1<br />The Idea<br />
Meet Joe<br />Hi!<br />Richard Harbridge<br />SharePoint Saturday<br />
Joe Works in IT<br />Richard Harbridge<br />SharePoint Saturday<br />
At Joe’s Workplace…<br />Richard Harbridge<br />SharePoint Saturday<br />
Decision Makers don’t have Enough Information<br />Richard Harbridge<br />SharePoint Saturday<br />
The CFO needs to Reduce Costs<br />Richard Harbridge<br />SharePoint Saturday<br />
IT Services Struggles to Keep Up<br />Richard Harbridge<br />SharePoint Saturday<br />
People Must Do More With Less<br />Richard Harbridge<br />SharePoint Saturday<br />
People Are Having Trouble Finding What They Need<br />Richard Harbridge<br />SharePoint Saturday<br />
Don’t Worry Though…<br />Richard Harbridge<br />SharePoint Saturday<br />
Joe is Really Smart…<br />Richard Harbridge<br />SharePoint Saturday<br />
And works in IT<br />Richard Harbridge<br />SharePoint Saturday<br />
So Joe has an Idea!<br />Richard Harbridge<br />SharePoint Saturday<br />
We can help solve our problems with technology!<br />Richard Harbridge<br />SharePoint Saturday<br />
The Outcome<br />Joe believes with effective application of technology he can improve his organization.<br />
What to watch out for…<br />We need to know the background and reasoning for why technology is being looked at.<br />
Chapter 2<br />The Decision<br />
The Research<br />
So Joe does lots of good research…<br />Awesome!   <br />Not as awesome.<br />Richard Harbridge<br />SharePoint Saturday<b...
He even performs in depth product comparisons…<br />Richard Harbridge<br />SharePoint Saturday<br />
Like this <br />one…<br />Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive<br />...
Mapping the needs of his organization to the right technology…<br />Richard Harbridge<br />SharePoint Saturday<br />
This is important as Microsoft alone has a quite a few…<br /><ul><li>Dynamics AX
Dynamics CRM
Dynamics GP
Dynamics NAV
Dynamics POS
Dynamics RMS
Dynamics SL</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
2007<br />Online<br />On Site<br />Even SharePoint has multiple options<br />2010<br />Richard Harbridge<br />SharePoint S...
After many hours of tireless research Joe decides…<br />Richard Harbridge<br />SharePoint Saturday<br />
Since Everyone in Joe’s Company uses Microsoft Office…<br />Richard Harbridge<br />SharePoint Saturday<br />
SharePoint is the Perfect Fit!<br />Richard Harbridge<br />SharePoint Saturday<br />
The Outcome<br />Joe has made a decision.<br />
What to watch out for…<br />We have to define our needs carefully if we want to pick the right technology.<br />
Chapter 3<br />Buy In and Expectations<br />
Before we begin…<br />Richard Harbridge<br />SharePoint Saturday<br />
Let’s Talk About Perceptions<br />Richard Harbridge<br />SharePoint Saturday<br />
People See Different Things<br />Richard Harbridge<br />SharePoint Saturday<br />
Perceptions Impact Motivation<br />Richard Harbridge<br />SharePoint Saturday<br />
Joe is on a mission.<br />Richard Harbridge<br />SharePoint Saturday<br />
Joe has to convince the IT Services, CFO and Decision Makers<br />Richard Harbridge<br />SharePoint Saturday<br />
We are going to help Joe out!<br />Thanks!<br />Richard Harbridge<br />SharePoint Saturday<br />
So what is the most important thing to IT Services?<br />Richard Harbridge<br />SharePoint Saturday<br />
COST OF OWNERSHIP<br />
What are some ways we can convince IT Services?<br />Richard Harbridge<br />SharePoint Saturday<br />
Cost of Ownership (IT)<br />The Biggest Point to Share is:<br /><ul><li>SharePoint eventually allows Business Users to dev...
SharePoint’s integration is invaluable to IT.
A unified application delivery platform like SharePoint can greatly reduce costs, time and effort for new work.</li></ul>R...
IT Servicesgets it and is on board!<br />Richard Harbridge<br />SharePoint Saturday<br />
So what is the most important thing to the CFO?<br />Richard Harbridge<br />SharePoint Saturday<br />
NUMBERS<br />
What are some ways we can convince the CFO?<br />Richard Harbridge<br />SharePoint Saturday<br />
Lets Talk Numbers (CFO/Finance)<br />The Biggest Point to Share is:<br /><ul><li>SharePoint is worth the initial investmen...
Money can be invested to always generate a return.
You need to have measurement, account for risk, and have some expectation of return (quantifiable) that makes it worth the...
Your Goal<br />Richard Harbridge<br />SharePoint Saturday<br />
What you don’t want.<br />Don’t lose perspective.<br />Richard Harbridge<br />SharePoint Saturday<br />
How do we get here?<br />Richard Harbridge<br />SharePoint Saturday<br />
ROI<br />Return on Investment<br />
Evaluating Return on Investment<br />Money Matters:<br /><ul><li>Always show expected cost and return over multiple years.
Use discount rate to help account for risk and competitive investment rate.
Internal Rate of Return will help find the ‘break even point’.</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
The Simplest ROI Formula Ever<br />Estimated Value<br />Estimated Difficulty<br />Richard Harbridge<br />SharePoint Saturd...
Examples<br /><ul><li>I have a difficult requirement. It’s an 8 in difficulty (out of 10).
I have an easy requirement. It’s a 2 in difficulty (out of 10).
The expected value of the difficult requirement is 4 (out of 10).
The expected value of the easy requirement is 6 (out of 10).</li></ul>Estimated Value<br />Estimated Difficulty<br />Richa...
ROI (traditionally) Measures Financial Impact<br />Richard Harbridge<br />SharePoint Saturday<br />
ROI doesn’t cover ‘non-financial impact’ or ‘increased potential’<br />STILL <br />IMPORTANT<br />Improved Relationships<b...
The CFO is on board!<br />Richard Harbridge<br />SharePoint Saturday<br />
So what is the most important thing to Decision Makers?<br />Richard Harbridge<br />SharePoint Saturday<br />
Add Value<br />
What are some ways we can convince Decision Makers?<br />Richard Harbridge<br />SharePoint Saturday<br />
Add Value (Decision Makers)<br />The Biggest Point to Share is:<br /><ul><li>SharePoint improves productivity, reduces was...
Productivity gain can be difficult to measure, as can reduction in waste.</li></ul>Richard Harbridge<br />SharePoint Satur...
Tips for getting Decision Makers to understand the value.<br />Richard Harbridge<br />SharePoint Saturday<br />
Mapping Solutions to Objectives<br /> Direct Relationship	Indirect Relationship<br />Richard Harbridge<br />SharePoint S...
Information Overload<br />Information<br />Information<br />Information<br />Information<br />Richard Harbridge<br />Share...
Scalable Architecture<br />Richard Harbridge<br />SharePoint Saturday<br />
SharePoint Solutions (Evolution)<br />*Super Simplified<br />Richard Harbridge<br />SharePoint Saturday<br />
IS <br />Use them.<br />Richard Harbridge<br />SharePoint Saturday<br />
SharePoint Deployment Planning Services (SDPS)<br />https://www.partnersdps.com/Pages/ToolsSupport.aspx<br />Richard Harbr...
Public Statisticscan help…<br /><ul><li>Typical workers produce 3+ GB of data per year.
30% of a typical workers day is spent searching for information.
In a 1,000 employee company lost productivity costs approximately $5 million a year.</li></ul>Source: “The Enterprise Work...
Statistics within the Organization are better.<br /><ul><li>20% of our IT Support people who travel do not have access to ...
4 out of 5 of our workers do not know that we have an employee disaster relief fund.
Currently we pay for full licensing on 7 different enterprise document management solutions.</li></ul>Source: “Support Rev...
Decision Makers are on board!<br />Richard Harbridge<br />SharePoint Saturday<br />
The Outcome<br />Joe has achieved momentum and buy in.<br />
What to watch out for…<br />Joe must carefully manage expectations and maintain the momentum.<br />
Chapter 4<br />Governance<br />
What is Governance?<br />Richard Harbridge<br />SharePoint Saturday<br />
GOVERNANCE IS REQUIRED<br />
What does that mean?<br />Without effective governanceorganization, performance, andcapability are significantly reduced.<...
Without Governance<br />Richard Harbridge<br />SharePoint Saturday<br />
So how do we do it?<br />Richard Harbridge<br />SharePoint Saturday<br />
Teamwork is Key<br />There are typically 5 teams for SharePoint Governance:<br /><ul><li>Business Strategy Team
Technical Strategy Team
Tactical Teams:
Tactical Operations Team
Tactical Development Team
Tactical Support Team</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
Identify patterns.Plan for patterns.Execute patterns.<br />
I think I see a Pattern.<br />Richard Harbridge<br />SharePoint Saturday<br />
Executing Governance<br />Richard Harbridge<br />SharePoint Saturday<br />
The Result:<br />Richard Harbridge<br />SharePoint Saturday<br />
Governance Documentation<br /><ul><li>Aggregate/Reference Document(Contains all SharePoint Info – Single Point of Reference)
Objectives/Priorities (Tech/Business)</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
Operations Documentation<br /><ul><li>Objectives/Priorities
Disaster Recovery Plan
Deployment Process, Policies, and Schedule
Monitoring Plans
Maintenance Plans
Service Level Agreements
Etc…</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
Support Documentation<br /><ul><li>Objectives/Priorities
Site Classification and Platform Classification
Site Provisioning Process/Questionnaire
User Expectations Agreement
Roles and Responsibilities
Support Agreement(s)
Training and Communication Plans
Etc…</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
Development Documentation<br /><ul><li>Branding Guide
Workflow Policy
SharePoint Designer Policy
Development Standards
Testing Requirements
Etc…</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
IS <br />Use them.<br />Richard Harbridge<br />SharePoint Saturday<br />
Governance Checklist<br />Richard Harbridge<br />SharePoint Saturday<br />
TechNet, Community and More..<br />Richard Harbridge<br />SharePoint Saturday<br />
With Governance<br />Richard Harbridge<br />SharePoint Saturday<br />
The Outcome<br />Everyone Achieves a Shared Understanding of SharePoint Related Processes<br />
What to watch out for…<br />Not just documents, policies, and procedures. It is an active and ongoing process.<br />
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SharePoint Success - SharePoint Saturday Boston

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This presentation was presented at SharePoint Saturday Boston. It's goal is to cover all the non technical aspects of a successful SharePoint implementation. Stories were shared around the presentation as well as specific scenarios to help illustrate key points. That material is not included in the presentation as often it depends upon the audiences interaction.

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  • My dedication to you before I begin. By the end of this you will have gained 3 things. It might be new knowledge, it might be a new method but you MUST gain 3 things by the end. If you don’t my first challenge to you is to stalk me, hunt me down and make sure you get 3 things from me. Because I owe you 3 things! This is meant to help you. 
  • You take the estimated value and divide that by the estimated level of difficulty then times (*) it by 100 to get the percentage of ROI.
  • Ask every question three times in three different ways - Might get it wrong, might be mis-estimating their technical vocabulary/abilityUse Pictures - Pictures and moreeee pictures.
  • Dependancy also works.
  • A lot of this can seem daunting and I know one of the hardest things is figuring out how to do some of the things I have shown today. If you are interested in further training or assistance please let me know. Based on the number of people who are interested and the areas of interest we can schedule further training sessions to help everyone better use the SharePoint portal.It&apos;s our commitment to you that we will continue to hear your feedback and identify the issues. I encourage you to give us feedback during the coming months, and we will continue to deliver more and more functionality, more and more guidance to help you be successful with your application of SharePoint.Thank You for Reading/Listening
  • Transcript of "SharePoint Success - SharePoint Saturday Boston"

    1. 1. The SharePoint Story for Success<br />How To: Manage and Implement SharePoint Projects Presented By: Richard Harbridge<br />@rharbridge<br />That’s Me!<br />
    2. 2. Who am I?<br /><ul><li>Richard Harbridge
    3. 3. is a Business Analyst
    4. 4. is a Project Manager
    5. 5. is a Technology Specialist
    6. 6. is a Blogger/Tweeter
    7. 7. Loves SharePoint
    8. 8. Loves Communities
    9. 9. Loves Technology
    10. 10. Loves Speaking</li></ul>@rharbridge<br />Blah blahblahblahblah<br />
    11. 11. What I am going to talk about…<br />The Idea<br />The Decision<br />Buy In and Expectations<br />Governance<br />Approach, Communications, and Support<br />User Adoption<br />New Work and Growth<br />Richard Harbridge<br />SharePoint Saturday 2009<br />
    12. 12. On With Our Story…<br />From Here To Here<br />Richard Harbridge<br />SharePoint Saturday 2009<br />
    13. 13. Chapter 1<br />The Idea<br />
    14. 14. Meet Joe<br />Hi!<br />Richard Harbridge<br />SharePoint Saturday<br />
    15. 15. Joe Works in IT<br />Richard Harbridge<br />SharePoint Saturday<br />
    16. 16. At Joe’s Workplace…<br />Richard Harbridge<br />SharePoint Saturday<br />
    17. 17. Decision Makers don’t have Enough Information<br />Richard Harbridge<br />SharePoint Saturday<br />
    18. 18. The CFO needs to Reduce Costs<br />Richard Harbridge<br />SharePoint Saturday<br />
    19. 19. IT Services Struggles to Keep Up<br />Richard Harbridge<br />SharePoint Saturday<br />
    20. 20. People Must Do More With Less<br />Richard Harbridge<br />SharePoint Saturday<br />
    21. 21. People Are Having Trouble Finding What They Need<br />Richard Harbridge<br />SharePoint Saturday<br />
    22. 22. Don’t Worry Though…<br />Richard Harbridge<br />SharePoint Saturday<br />
    23. 23. Joe is Really Smart…<br />Richard Harbridge<br />SharePoint Saturday<br />
    24. 24. And works in IT<br />Richard Harbridge<br />SharePoint Saturday<br />
    25. 25. So Joe has an Idea!<br />Richard Harbridge<br />SharePoint Saturday<br />
    26. 26. We can help solve our problems with technology!<br />Richard Harbridge<br />SharePoint Saturday<br />
    27. 27. The Outcome<br />Joe believes with effective application of technology he can improve his organization.<br />
    28. 28. What to watch out for…<br />We need to know the background and reasoning for why technology is being looked at.<br />
    29. 29. Chapter 2<br />The Decision<br />
    30. 30. The Research<br />
    31. 31. So Joe does lots of good research…<br />Awesome! <br />Not as awesome.<br />Richard Harbridge<br />SharePoint Saturday<br />
    32. 32. He even performs in depth product comparisons…<br />Richard Harbridge<br />SharePoint Saturday<br />
    33. 33. Like this <br />one…<br />Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive<br />Richard Harbridge<br />SharePoint Saturday<br />
    34. 34. Mapping the needs of his organization to the right technology…<br />Richard Harbridge<br />SharePoint Saturday<br />
    35. 35. This is important as Microsoft alone has a quite a few…<br /><ul><li>Dynamics AX
    36. 36. Dynamics CRM
    37. 37. Dynamics GP
    38. 38. Dynamics NAV
    39. 39. Dynamics POS
    40. 40. Dynamics RMS
    41. 41. Dynamics SL</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
    42. 42. 2007<br />Online<br />On Site<br />Even SharePoint has multiple options<br />2010<br />Richard Harbridge<br />SharePoint Saturday<br />
    43. 43. After many hours of tireless research Joe decides…<br />Richard Harbridge<br />SharePoint Saturday<br />
    44. 44. Since Everyone in Joe’s Company uses Microsoft Office…<br />Richard Harbridge<br />SharePoint Saturday<br />
    45. 45. SharePoint is the Perfect Fit!<br />Richard Harbridge<br />SharePoint Saturday<br />
    46. 46. The Outcome<br />Joe has made a decision.<br />
    47. 47. What to watch out for…<br />We have to define our needs carefully if we want to pick the right technology.<br />
    48. 48. Chapter 3<br />Buy In and Expectations<br />
    49. 49. Before we begin…<br />Richard Harbridge<br />SharePoint Saturday<br />
    50. 50. Let’s Talk About Perceptions<br />Richard Harbridge<br />SharePoint Saturday<br />
    51. 51.
    52. 52. People See Different Things<br />Richard Harbridge<br />SharePoint Saturday<br />
    53. 53. Perceptions Impact Motivation<br />Richard Harbridge<br />SharePoint Saturday<br />
    54. 54. Joe is on a mission.<br />Richard Harbridge<br />SharePoint Saturday<br />
    55. 55. Joe has to convince the IT Services, CFO and Decision Makers<br />Richard Harbridge<br />SharePoint Saturday<br />
    56. 56. We are going to help Joe out!<br />Thanks!<br />Richard Harbridge<br />SharePoint Saturday<br />
    57. 57. So what is the most important thing to IT Services?<br />Richard Harbridge<br />SharePoint Saturday<br />
    58. 58. COST OF OWNERSHIP<br />
    59. 59. What are some ways we can convince IT Services?<br />Richard Harbridge<br />SharePoint Saturday<br />
    60. 60. Cost of Ownership (IT)<br />The Biggest Point to Share is:<br /><ul><li>SharePoint eventually allows Business Users to develop and implement business solutions that use technology without IT’s involvement.</li></ul>The Reality:<br /><ul><li>IT doesn’t want to learn/support a new technology.
    61. 61. SharePoint’s integration is invaluable to IT.
    62. 62. A unified application delivery platform like SharePoint can greatly reduce costs, time and effort for new work.</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
    63. 63. IT Servicesgets it and is on board!<br />Richard Harbridge<br />SharePoint Saturday<br />
    64. 64. So what is the most important thing to the CFO?<br />Richard Harbridge<br />SharePoint Saturday<br />
    65. 65. NUMBERS<br />
    66. 66. What are some ways we can convince the CFO?<br />Richard Harbridge<br />SharePoint Saturday<br />
    67. 67. Lets Talk Numbers (CFO/Finance)<br />The Biggest Point to Share is:<br /><ul><li>SharePoint is worth the initial investment and ongoing costs. </li></ul>The Reality:<br /><ul><li>It is a costly investment and costly on going expense.
    68. 68. Money can be invested to always generate a return.
    69. 69. You need to have measurement, account for risk, and have some expectation of return (quantifiable) that makes it worth the initial investment/on going costs.</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
    70. 70. Your Goal<br />Richard Harbridge<br />SharePoint Saturday<br />
    71. 71. What you don’t want.<br />Don’t lose perspective.<br />Richard Harbridge<br />SharePoint Saturday<br />
    72. 72. How do we get here?<br />Richard Harbridge<br />SharePoint Saturday<br />
    73. 73. ROI<br />Return on Investment<br />
    74. 74. Evaluating Return on Investment<br />Money Matters:<br /><ul><li>Always show expected cost and return over multiple years.
    75. 75. Use discount rate to help account for risk and competitive investment rate.
    76. 76. Internal Rate of Return will help find the ‘break even point’.</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
    77. 77. The Simplest ROI Formula Ever<br />Estimated Value<br />Estimated Difficulty<br />Richard Harbridge<br />SharePoint Saturday<br />
    78. 78. Examples<br /><ul><li>I have a difficult requirement. It’s an 8 in difficulty (out of 10).
    79. 79. I have an easy requirement. It’s a 2 in difficulty (out of 10).
    80. 80. The expected value of the difficult requirement is 4 (out of 10).
    81. 81. The expected value of the easy requirement is 6 (out of 10).</li></ul>Estimated Value<br />Estimated Difficulty<br />Richard Harbridge<br />SharePoint Saturday<br />
    82. 82. ROI (traditionally) Measures Financial Impact<br />Richard Harbridge<br />SharePoint Saturday<br />
    83. 83. ROI doesn’t cover ‘non-financial impact’ or ‘increased potential’<br />STILL <br />IMPORTANT<br />Improved Relationships<br />Improved Know-How<br />Website/Intranet Visitors<br />Improved Morale<br />Improved Skills<br />User Complaints<br />Increased Connections<br />Positive Word of Mouth<br />Innovation<br />Click-throughs<br />Employment Applications<br />Comments<br />Negative Word of Mouth<br />Better Reputation<br />Richard Harbridge<br />SharePoint Saturday<br />
    84. 84. The CFO is on board!<br />Richard Harbridge<br />SharePoint Saturday<br />
    85. 85. So what is the most important thing to Decision Makers?<br />Richard Harbridge<br />SharePoint Saturday<br />
    86. 86. Add Value<br />
    87. 87. What are some ways we can convince Decision Makers?<br />Richard Harbridge<br />SharePoint Saturday<br />
    88. 88. Add Value (Decision Makers)<br />The Biggest Point to Share is:<br /><ul><li>SharePoint improves productivity, reduces waste, and improves visibility to help drive better decision making.</li></ul>The Reality:<br /><ul><li>It takes time and investment to reach the point all managers and executives want.
    89. 89. Productivity gain can be difficult to measure, as can reduction in waste.</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
    90. 90. Tips for getting Decision Makers to understand the value.<br />Richard Harbridge<br />SharePoint Saturday<br />
    91. 91. Mapping Solutions to Objectives<br /> Direct Relationship Indirect Relationship<br />Richard Harbridge<br />SharePoint Saturday<br />
    92. 92. Information Overload<br />Information<br />Information<br />Information<br />Information<br />Richard Harbridge<br />SharePoint Saturday<br />
    93. 93. Scalable Architecture<br />Richard Harbridge<br />SharePoint Saturday<br />
    94. 94. SharePoint Solutions (Evolution)<br />*Super Simplified<br />Richard Harbridge<br />SharePoint Saturday<br />
    95. 95. IS <br />Use them.<br />Richard Harbridge<br />SharePoint Saturday<br />
    96. 96. SharePoint Deployment Planning Services (SDPS)<br />https://www.partnersdps.com/Pages/ToolsSupport.aspx<br />Richard Harbridge<br />SharePoint Saturday<br />
    97. 97. Public Statisticscan help…<br /><ul><li>Typical workers produce 3+ GB of data per year.
    98. 98. 30% of a typical workers day is spent searching for information.
    99. 99. In a 1,000 employee company lost productivity costs approximately $5 million a year.</li></ul>Source: “The Enterprise Workplace,” IDC, 2005<br />Source: IDC, 2003<br />Source: “Hidden Costs of Information Work,” IDC, 2006<br />Richard Harbridge<br />SharePoint Saturday<br />
    100. 100. Statistics within the Organization are better.<br /><ul><li>20% of our IT Support people who travel do not have access to our IT policies and support documents when travelling..
    101. 101. 4 out of 5 of our workers do not know that we have an employee disaster relief fund.
    102. 102. Currently we pay for full licensing on 7 different enterprise document management solutions.</li></ul>Source: “Support Review Q4,” IT, 2010<br />Source: “HR Employee Benefits Survey,” HR, 2010<br />Source: “Financial Audit of Licensing Costs,” Finance, 2010<br />Richard Harbridge<br />SharePoint Saturday<br />
    103. 103. Decision Makers are on board!<br />Richard Harbridge<br />SharePoint Saturday<br />
    104. 104. The Outcome<br />Joe has achieved momentum and buy in.<br />
    105. 105. What to watch out for…<br />Joe must carefully manage expectations and maintain the momentum.<br />
    106. 106. Chapter 4<br />Governance<br />
    107. 107. What is Governance?<br />Richard Harbridge<br />SharePoint Saturday<br />
    108. 108. GOVERNANCE IS REQUIRED<br />
    109. 109. What does that mean?<br />Without effective governanceorganization, performance, andcapability are significantly reduced.<br />Richard Harbridge<br />SharePoint Saturday<br />
    110. 110. Without Governance<br />Richard Harbridge<br />SharePoint Saturday<br />
    111. 111. So how do we do it?<br />Richard Harbridge<br />SharePoint Saturday<br />
    112. 112. Teamwork is Key<br />There are typically 5 teams for SharePoint Governance:<br /><ul><li>Business Strategy Team
    113. 113. Technical Strategy Team
    114. 114. Tactical Teams:
    115. 115. Tactical Operations Team
    116. 116. Tactical Development Team
    117. 117. Tactical Support Team</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
    118. 118. Identify patterns.Plan for patterns.Execute patterns.<br />
    119. 119. I think I see a Pattern.<br />Richard Harbridge<br />SharePoint Saturday<br />
    120. 120. Executing Governance<br />Richard Harbridge<br />SharePoint Saturday<br />
    121. 121. The Result:<br />Richard Harbridge<br />SharePoint Saturday<br />
    122. 122. Governance Documentation<br /><ul><li>Aggregate/Reference Document(Contains all SharePoint Info – Single Point of Reference)
    123. 123. Objectives/Priorities (Tech/Business)</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
    124. 124. Operations Documentation<br /><ul><li>Objectives/Priorities
    125. 125. Disaster Recovery Plan
    126. 126. Deployment Process, Policies, and Schedule
    127. 127. Monitoring Plans
    128. 128. Maintenance Plans
    129. 129. Service Level Agreements
    130. 130. Etc…</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
    131. 131. Support Documentation<br /><ul><li>Objectives/Priorities
    132. 132. Site Classification and Platform Classification
    133. 133. Site Provisioning Process/Questionnaire
    134. 134. User Expectations Agreement
    135. 135. Roles and Responsibilities
    136. 136. Support Agreement(s)
    137. 137. Training and Communication Plans
    138. 138. Etc…</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
    139. 139. Development Documentation<br /><ul><li>Branding Guide
    140. 140. Workflow Policy
    141. 141. SharePoint Designer Policy
    142. 142. Development Standards
    143. 143. Testing Requirements
    144. 144. Etc…</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
    145. 145. IS <br />Use them.<br />Richard Harbridge<br />SharePoint Saturday<br />
    146. 146. Governance Checklist<br />Richard Harbridge<br />SharePoint Saturday<br />
    147. 147. TechNet, Community and More..<br />Richard Harbridge<br />SharePoint Saturday<br />
    148. 148. With Governance<br />Richard Harbridge<br />SharePoint Saturday<br />
    149. 149. The Outcome<br />Everyone Achieves a Shared Understanding of SharePoint Related Processes<br />
    150. 150. What to watch out for…<br />Not just documents, policies, and procedures. It is an active and ongoing process.<br />
    151. 151. Chapter 5<br />ApproachCommunications and Support<br />
    152. 152. What is the best approach for SharePoint Implementations?<br />Richard Harbridge<br />SharePoint Saturday<br />
    153. 153. ITERATIVE APPROACH<br />
    154. 154. Why Iterative?<br /><ul><li>SharePoint is a very large platform.
    155. 155. It takes time to understand SharePoint.
    156. 156. SharePoint is great for rapid prototyping, and for proof of concept work.
    157. 157. It ensures there is enough time to review, adjust, and communicate.</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
    158. 158. CommunicationPlanning<br />Richard Harbridge<br />SharePoint Saturday<br />
    159. 159. TheCommunicationPlan<br /><ul><li>Will act as a binding agreement (forces you to carry through).
    160. 160. Helps keep communication focused.
    161. 161. Helps prevent unwanted surprises.</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
    162. 162. CommunicationTips<br /><ul><li>Use pictures and more pictures.
    163. 163. Explain as much as you can (Pros/Cons).
    164. 164. Solidifies decisions and allows them to explain to anyone who asks.
    165. 165. Ask every question three times in three different ways. </li></ul>Richard Harbridge<br />SharePoint Saturday<br />
    166. 166. SupportPlanning<br />Richard Harbridge<br />SharePoint Saturday<br />
    167. 167. Don’t forget you aren’t superman.<br />(Sorry Joe)<br />Richard Harbridge<br />SharePoint Saturday<br />
    168. 168. Multiple Tiers for Escalation<br />(You can’t know everything)<br />Richard Harbridge<br />SharePoint Saturday<br />
    169. 169. Measure Support<br />Learn and use data to be proactive.<br />Richard Harbridge<br />SharePoint Saturday<br />
    170. 170. Diversify Support<br />resources/mediums<br /><ul><li>Books and Manuals
    171. 171. Online
    172. 172. MSDN
    173. 173. TechNet
    174. 174. Blogs
    175. 175. Cheat Sheets
    176. 176. One on One
    177. 177. Classroom Training
    178. 178. Forums
    179. 179. Help
    180. 180. Etc</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
    181. 181. IS <br />Use them.<br />Richard Harbridge<br />SharePoint Saturday<br />
    182. 182. Productivity Hub<br />Richard Harbridge<br />SharePoint Saturday<br />
    183. 183. Stand Alone/Portal Edition Training<br />Richard Harbridge<br />SharePoint Saturday<br />
    184. 184. SharePoint Learning Kit<br />Richard Harbridge<br />SharePoint Saturday<br />
    185. 185. Support Tip…<br />Richard Harbridge<br />SharePoint Saturday<br />
    186. 186. RESPOND<br />You never want to give the IT busy signal, or support busy signal.<br />
    187. 187. The Outcome<br />SharePoint is supported effectively.<br />
    188. 188. What to watch out for…<br />The training and support can be costly in time and resources.<br />
    189. 189. Chapter 6<br />User Adoption<br />
    190. 190. User Adoption<br />Richard Harbridge<br />SharePoint Saturday<br />
    191. 191. How do we get successful User Adoption?<br />Richard Harbridge<br />SharePoint Saturday<br />
    192. 192. USERS MUST UNDERSTAND THE VALUE<br />
    193. 193. Successful User Adoption Requires…<br />Richard Harbridge<br />SharePoint Saturday<br />
    194. 194. Useful, digestible training sessions (less than an hour)<br />Training Excercises/Workshops<br />Richard Harbridge<br />SharePoint Saturday<br />
    195. 195. Avoid too much too fast.Keep it simple.<br />It’s like learning to drive.<br />Richard Harbridge<br />SharePoint Saturday<br />
    196. 196. Do a video like this one…<br />Richard Harbridge<br />SharePoint Saturday<br />
    197. 197. IS <br />Use them.<br />Richard Harbridge<br />SharePoint Saturday<br />
    198. 198. What used to be GearUp…<br />http://sharepoint.microsoft.com/rampup/sharepoint/pages/evaluate.aspx<br />The Kit is !<br />Buzz <br />Sweet<br />Richard Harbridge<br />SharePoint Saturday<br />
    199. 199. High Availability and Accessibility also lead to better User Adoption!<br />Richard Harbridge<br />SharePoint Saturday<br />
    200. 200. Cultivate and promote the <br />right culture.<br />Richard Harbridge<br />SharePoint Saturday<br />
    201. 201. Create an Identity and Brand<br />Branding should make it easier, and more effective.<br />Richard Harbridge<br />SharePoint Saturday<br />
    202. 202. Focus on those on board/ready.<br />People who already want it.<br />Richard Harbridge<br />SharePoint Saturday<br />
    203. 203. Use what they love.<br />If they love using outlook focus on using that as a leveraging point.<br />Richard Harbridge<br />SharePoint Saturday<br />
    204. 204. Reward Lavishly/Provide Incentive<br />Richard Harbridge<br />SharePoint Saturday<br />
    205. 205. Reward super users with achievements. <br />Then promote the desire to get rewards.<br />Richard Harbridge<br />SharePoint Saturday<br />
    206. 206. Create a SharePoint Showcase<br />Good Idea!<br />Where users submit and show off <br />their SharePoint “Solutions”<br />Richard Harbridge<br />SharePoint Saturday<br />
    207. 207. Make it Fun!<br />Hold Contests, Scavanger Hunts and Other Activities<br />Richard Harbridge<br />SharePoint Saturday<br />
    208. 208. Walk your own talk.<br />Richard Harbridge<br />SharePoint Saturday<br />
    209. 209. The Outcome<br />SharePoint is successfully adopted by a large enough group of users to be deemed successful.<br />
    210. 210. What to watch out for…<br />The build it they will come approach will often not work alone.<br />
    211. 211. Chapter 7<br />New Work and Growth<br />
    212. 212. What about New Work & Growth?<br />Richard Harbridge<br />SharePoint Saturday<br />
    213. 213. Plan and build a system for managing New Work<br />Change Requests<br />Enhancement Requests<br />New Features<br />Richard Harbridge<br />SharePoint Saturday<br />
    214. 214. Spend time in advance building a channel for new work.<br />Avoid the flood.<br />Richard Harbridge<br />SharePoint Saturday<br />
    215. 215. Know your limits<br />Richard Harbridge<br />SharePoint Saturday<br />
    216. 216. Cultivatenew work! It’s a good thing. <br />This boosts user adoption! (More functionality and dependency over time)<br />Richard Harbridge<br />SharePoint Saturday<br />
    217. 217. The Outcome<br />The SharePoint Implementation continues to grow, expand and provide more value.<br />
    218. 218. What to watch out for…<br />You need to plan support for new work/requests otherwise people will lose confidence.<br />
    219. 219. TO BE CONTINUED<br />
    220. 220. Thank You!<br />Let’s talk, and/or tweet!<br /><ul><li>Twitter: @rharbridge
    221. 221. Blog: sharepointkb.wordpress.com
    222. 222. LinkedIn: www.linkedin.com/in/rharbridge</li></ul>Send me your emails, and let me know your feedback!<br /><ul><li>Email me at: harbrich@hotmail.com</li>

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