Project Management Scope Templates for SharePoint

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Impact Analysis, Stakeholder Assessment, and Communications Plan templates available for SharePoint applications.

Impact Analysis, Stakeholder Assessment, and Communications Plan templates available for SharePoint applications.

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  • 1. Tools for Project Change Management SharePointProject Templates forOrganization Success www.TobyElwin.com
  • 2. When projects succeed, organizations succeed Project success depends on proper scope management q  Scope is expectation and if expectation is not clear to people there is no way to know what success looks like q  When projects fail, people lose confidence in coworkers and the organization. Scope sets both rational and emotional resource commitment More frequently projects fail the more organization resistance increases: q  Senior stakeholder desire to back new projects decreases q  Willingness to get the best to work on projects: no one wants association with failure 2
  • 3. Each template feeds into the next to claim scope Stakeholder Scope phase Current Plan phase State Impact Stakeholder Review Communications Assessment Assessment with Plan Sponsor Stakeholder Future State 3
  • 4. Impact feeds stakeholder assessmentImpact to:•  Enterprise,•  Division,•  Team,•  Job categoryType of impact:•  Culture,•  Process,•  StructurePotentialresolution:•  Training,•  Communication,•  Alignment 4
  • 5. Stakeholder analysis feeds communicationIdentify:•  Influence•  Disposition•  Level of Awareness•  CriticalityMotivation:•  Priorities,•  Level of involvement,•  DispositionPotential engagement:•  Level of effort,•  Delivery,•  Matrix•  Measure/Adjust 5
  • 6. Stakeholder analysis provides current- and future-state 1.  Plot two stakeholders views: 1) current-state matrix and 2) proposed-state matrix 2.  Review impact assessment, stakeholder assessment both matrices to identify new opportunities and risks 6
  • 7. Communications planning prepares project managementPlan:•  Objective,•  AudienceFeedback:•  Communication,•  Phase,•  FrequencyDelivery:•  Level of effort,•  Delivery Channel,•  Measure/Adjust 7
  • 8. Appendix 8
  • 9. Load template(s) to SharePoint – slide 1 of 2: upload Appendix Go to: 1.  Site Actions 2.  Site Settings 3.  List templates 3. 4.  Documents 5.  Upload Document 6.  Browse and select “OK” 5. 6. 9
  • 10. Activate template(s) to SharePoint – slide 2 of 2: create Appendix Go to: 3. 1.  Site Actions 2.  View All Site Content 3.  Create 4.  Scroll to template 5.  Select 6.  Create Name 7.  select Create 5. 6. After this process a blank list template will load ready for use. 10
  • 11. Thank You Appendix @TobyElwin But I don’t want to go among mad people,” Alice remarked email@TobyElwin.com “Oh, you can’t help that”, said the Cat: “we’re all mad here. I’m mad. You’re mad.” http://TobyElwin.com “How do you know I’m mad?” said Alice “You must be,” said the Cat, “or you wouldn’t have come here.” Alice’s Adventures in Wonderland, by Lewis Carroll Blog Resources @TobyElwin.com q  Community Persona design q  Scope: or how to manage projects for organization success q  How to launch and manage your social media identity 11