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SharePoint
Project Templates for
Organization Success
Tools for Project Change Management
www.TobyElwin.com
Project success depends on proper scope management
q  Scope is expectation and if expectation is not clear to
people ther...
Each assessment feeds each other to claim scope
3
Impact
Assessment
Stakeholder
Assessment
Communications
Plan
Review
with...
4
Impact feeds stakeholder assessment
Impact to:
•  Enterprise,
•  Division,
•  Team,
•  Job category
Type of impact:
•  C...
5
Stakeholder analysis feeds communication
Identify:
•  Influence
•  Disposition
•  Level of Awareness
•  Criticality
Moti...
6
Stakeholder analysis provides current- and future-state
1.  Plot two stakeholders views: 1) current-state matrix
and 2) ...
7
Communications planning prepares project management
Plan:
•  Objective,
•  Audience
Feedback:
•  Communication,
•  Phase...
Appendix
8
9
Activate template(s) – slide 1 of 2: upload
3.
5.
Go to:
1.  Site Actions
2.  Site Settings
3.  List templates
4.  Docum...
10
AppendixActivate template(s) to SharePoint – slide 2 of 2: create
5.
Go to:
1.  Site Actions
2.  View All Site Content
...
@TobyElwin
email@TobyElwin.com
http://TobyElwin.com
11
q  Community Persona design
q  Scope: or how to manage projects f...
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Project Management Scope Templates for SharePoint

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Impact Analysis, Stakeholder Assessment, and Communications Plan templates available for Microsoft SharePoint web application framework and platform.

These templates are help projects and teams manage across a host of project management frameworks and lend themselves for intranet, content management, and document management application.

Each are suitable for people with or without a project management background.

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Transcript of "Project Management Scope Templates for SharePoint"

  1. 1. SharePoint Project Templates for Organization Success Tools for Project Change Management www.TobyElwin.com
  2. 2. 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. 2 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 Scope sets both rational and emotional resource commitment When projects succeed, organizations succeed
  3. 3. Each assessment feeds each other to claim scope 3 Impact Assessment Stakeholder Assessment Communications Plan Review with Sponsor Stakeholder Future State Stakeholder Current State Scope phase Plan phase
  4. 4. 4 Impact feeds stakeholder assessment Impact to: •  Enterprise, •  Division, •  Team, •  Job category Type of impact: •  Culture, •  Process, •  Structure Potential resolution: •  Training, •  Communication, •  Alignment
  5. 5. 5 Stakeholder analysis feeds communication Identify: •  Influence •  Disposition •  Level of Awareness •  Criticality Motivation: •  Priorities, •  Level of involvement, •  Disposition Potential engagement: •  Level of effort, •  Delivery, •  Matrix •  Measure/Adjust
  6. 6. 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
  7. 7. 7 Communications planning prepares project management Plan: •  Objective, •  Audience Feedback: •  Communication, •  Phase, •  Frequency Delivery: •  Level of effort, •  Delivery Channel, •  Measure/Adjust
  8. 8. Appendix 8
  9. 9. 9 Activate template(s) – slide 1 of 2: upload 3. 5. Go to: 1.  Site Actions 2.  Site Settings 3.  List templates 4.  Documents 5.  Upload Document 6.  Browse and select “OK” 6. Appendix
  10. 10. 10 AppendixActivate template(s) to SharePoint – slide 2 of 2: create 5. Go to: 1.  Site Actions 2.  View All Site Content 3.  Create 4.  Scroll to template 5.  Select 6.  Create Name 7.  select Create 6. After this process a blank list template will load ready for use. 3.
  11. 11. @TobyElwin email@TobyElwin.com http://TobyElwin.com 11 q  Community Persona design q  Scope: or how to manage projects for organization success q  How to launch and manage your social media identity Blog Resources @TobyElwin.com AppendixThank You But I don’t want to go among mad people,” Alice remarked “Oh, you can’t help that”, said the Cat: “we’re all mad here. I’m mad. You’re mad.” “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
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