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Karuana Gatimu, ECMp                            Business Solution Architect               karuana@sharepointstrategist.com...
Elements of a Good Pitch• Clear business value• Measureable goal• Internal support   – Executive sponsors, user community,...
Executive Sponsors & You• Every “C” level person wants:   – To be knowledgeable   – To be ahead of their peers   – To brin...
Selecting the Right Project• Know the true agenda of your executive sponsor• Pick a project with returns you can demonstra...
PITCH WORKSHOP   SharePointStrategist.com   5
Workshop Team Roles                     IT  Exec Sponsor                                   Legal / Audit                 M...
Competing Priorities                       Project / Program                         Management            Features (Quali...
Guidelines• One project per team• Focus on overcoming objections and articulating  the “why”• Open dialog to varying point...
Project Charter• Layperson’s overview   –   Used with Project Scope which contains technical details   –   Includes Execut...
Segment Two•   Business Success Metrics•   Project Success Metrics•   Implementation Resources•   Implementation Timeline•...
Segment Three•   Solution Design                       •    Business Continuity•   Product Selection                     •...
Segment Four  • Branding  • Communications Planning     – Impact analysis     – Training plan     – User Surveys  • Change...
Ready.. Set… Go!                   SharePointStrategist.com   13
Closing Thoughts  • Know your pitch – sometimes you get to give    them at the most unexpected times  • Be confident – hes...
Thank you! E-mail me your questions or comments. Please fill out the session evaluations!                         karuana@...
We want your feedback!                                        Use this QR code or visit:                                  ...
Victory Lap- social event  "SharePoint Victory Lap" Social Event for     SPSLA will be at: 5:30pm to 8pm atDi Piazzas (520...
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Getting The Green Light - Pitching SharePoint Projects

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An effective pitch can allow executives to understand the power of SharePoint. Learn how to quickly explain your project in a dynamic way to get the green light.

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Getting The Green Light - Pitching SharePoint Projects

  1. 1. Karuana Gatimu, ECMp Business Solution Architect karuana@sharepointstrategist.com ● @karuanaGetting the Green LightHow to Pitch a SharePoint Project
  2. 2. Elements of a Good Pitch• Clear business value• Measureable goal• Internal support – Executive sponsors, user community, stake holders• Reasonable timeline• Phased approach• The “X” Factor SharePointStrategist.com 2
  3. 3. Executive Sponsors & You• Every “C” level person wants: – To be knowledgeable – To be ahead of their peers – To bring favor to the company and their area of responsibility• Only some want to: – Be ahead of the crowd – Champion change – Pay for what’s needed SharePointStrategist.com 3
  4. 4. Selecting the Right Project• Know the true agenda of your executive sponsor• Pick a project with returns you can demonstrate• Minimize scope creep and development time – Technology is continually changing in this area• Walk don’t jump into your deployment• Leverage your vendors! SharePointStrategist.com 4
  5. 5. PITCH WORKSHOP SharePointStrategist.com 5
  6. 6. Workshop Team Roles IT Exec Sponsor Legal / Audit Management Program Developer Manager SharePointStrategist.com 6
  7. 7. Competing Priorities Project / Program Management Features (Quality) SharePointStrategist.com 7
  8. 8. Guidelines• One project per team• Focus on overcoming objections and articulating the “why”• Open dialog to varying points of view• Fixed time to achieve goal of plan framework SharePointStrategist.com 8
  9. 9. Project Charter• Layperson’s overview – Used with Project Scope which contains technical details – Includes Executive Sponsor and budget information – Should layout goals for success – Answer the five W’s like the first paragraph of a newspaper article. • Who, What, Where, Why and When SharePointStrategist.com 9
  10. 10. Segment Two• Business Success Metrics• Project Success Metrics• Implementation Resources• Implementation Timeline• Constraints & Obstacles SharePointStrategist.com 10
  11. 11. Segment Three• Solution Design • Business Continuity• Product Selection • Configuration• Feature Set • Asset Management• Data Architecture • Monitoring• Security Model / Matrix • Reporting• Information Security • Quality Assurance• UI/UX • Enhancements SharePointStrategist.com 11
  12. 12. Segment Four • Branding • Communications Planning – Impact analysis – Training plan – User Surveys • Change Management SharePointStrategist.com 12
  13. 13. Ready.. Set… Go! SharePointStrategist.com 13
  14. 14. Closing Thoughts • Know your pitch – sometimes you get to give them at the most unexpected times • Be confident – hesitation or doubt in a pitch will kill a perfectly good project • Mind your politics & the overall business environment • “No” is good and it’s not personal! – When something is declined it frees you to focus on other, more highly regarded projects. SharePointStrategist.com 14
  15. 15. Thank you! E-mail me your questions or comments. Please fill out the session evaluations! karuana@sharepointstrategist.com v. 310.359.0706 Twitter: @karuana Learn more from your peers at the Los Angeles SharePoint User Group Meets every other month at the Century City Microsoft Store Facebook/LASpug Spugs.org/LASpug @SoCalSpug SharePointStrategist.com 15
  16. 16. We want your feedback! Use this QR code or visit: http://sps.la/feedback Silver Sponsors: SharePointStrategist.com 16
  17. 17. Victory Lap- social event "SharePoint Victory Lap" Social Event for SPSLA will be at: 5:30pm to 8pm atDi Piazzas (5205 E. Pacific Coast Hwy, 90804)

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