Session 85: What Your Users Need to Know about SharePoint

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Presentation delivered to the 2013 Minnesota Government IT Symposium on 12 December 2013 by George Sawyer (Sawyer Training, Inc.)

Session Description
SharePoint represents a paradigm shift for almost every user. Metadata, no more folders, search vs. browse, links vs. attachments. Untrained or improperly trained users become a liability and put a project’s success at risk. This session helps organizations develop effective, efficient training that will assure users "buy-in" so they are productive from day one. Emphasis is on core concepts vs. learning specific tasks.

In this session, you will learn:
• Core concepts end-users must grasp to assure a successful implementation of SharePoint
• Tips and tricks to help make the transition easier (and even fun) for users
• Resources for planning effective and efficient training programs

Published in: Technology, Automotive
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Session 85: What Your Users Need to Know about SharePoint

  1. 1. SharePoint: What Your Users Need to Know Bringing High-Tech Down to Earth™ Sawyer Training, Inc. Presented by George J. Sawyer III Creative Commons Attribution-NonCommercialNoDerivatives 4.0 International License
  2. 2. Essential Concepts  Searching vs. Browsing  Metadata Drives Search  Folders Are Evil  Stop Sending Attachments  Don’t Lock Them Out of Sanity  One Document – One ID  Damn the Downloads Creative Commons Attribution-NonCommercialNoDerivatives 4.0 International License
  3. 3. Searching vs. Browsing Browsing, think 19th century file cabinets. Search, think going home and searching Google or Amazon. Creative Commons Attribution-NonCommercialNoDerivatives 4.0 International License
  4. 4. Metadata Drives Search Think of the metadata in iTunes. Creative Commons Attribution-NonCommercialNoDerivatives 4.0 International License
  5. 5. Folders Are Evil This will be one of your biggest challenges. Creative Commons Attribution-NonCommercialNoDerivatives 4.0 International License
  6. 6. Stop Sending Attachments  Make links a “way-of-life” Creative Commons Attribution-NonCommercialNoDerivatives 4.0 International License
  7. 7. Don’t Lock Them Out of Sanity     governance needs to be reasonable Train your users to be digitally literate and practice secure computing empower your users to share data appropriately Utilize the security groups and containers in SharePoint Creative Commons Attribution-NonCommercialNoDerivatives 4.0 International License
  8. 8. One Document – One ID   Implement Document IDs place the Document ID as a column on the far left of every library Creative Commons Attribution-NonCommercialNoDerivatives 4.0 International License
  9. 9. Damn the Downloads  Discourage downloads  Teach them to trust the system  Teach them how to bookmark and search Creative Commons Attribution-NonCommercialNoDerivatives 4.0 International License
  10. 10. Governance  Features  Unlock the Doors  Ground-up Permissions  Lead from the Top Creative Commons Attribution-NonCommercialNoDerivatives 4.0 International License
  11. 11. Governance  Too much governance is just as bad as too little governance Creative Commons Attribution-NonCommercialNoDerivatives 4.0 International License
  12. 12. Features  Users need tools to do their jobs  Don’t give access to features until users are trained Creative Commons Attribution-NonCommercialNoDerivatives 4.0 International License
  13. 13. Unlock the Doors   Users can’t do their job if they can’t get to the files they need If you use the excuse that your employees can’t be trusted you’ve just told me everything I need to know about your organization Creative Commons Attribution-NonCommercialNoDerivatives 4.0 International License
  14. 14. Ground-up Permissions  Appropriate training  Appropriate policies  Appropriate audits Creative Commons Attribution-NonCommercialNoDerivatives 4.0 International License
  15. 15. Lead from the Top  Mandate from the top  Leadership must communicate  Leadership must train too Creative Commons Attribution-NonCommercialNoDerivatives 4.0 International License
  16. 16. Planning Successful Training  Plan for the Long-term  Train to the Permissions  Consider Certification  It Starts at the Strategy Phase  Address the Fear  Lead by Example  Training is not Optional Creative Commons Attribution-NonCommercialNoDerivatives 4.0 International License
  17. 17. Plan for the Long-term  SharePoint demands more Creative Commons Attribution-NonCommercialNoDerivatives 4.0 International License
  18. 18. Train to the Permissions   Align training to your permission levels Do not grant users permissions until they have taken the corresponding class Creative Commons Attribution-NonCommercialNoDerivatives 4.0 International License
  19. 19. Consider Certification  Certifications  Assessments Creative Commons Attribution-NonCommercialNoDerivatives 4.0 International License
  20. 20. It Starts at the Strategy Phase  Trainers can often serve as the user advocates Creative Commons Attribution-NonCommercialNoDerivatives 4.0 International License
  21. 21. Address the Fear  Communicate Creative Commons Attribution-NonCommercialNoDerivatives 4.0 International License
  22. 22. Lead by Example  Leadership is the most digitally illiterate group in the organization Creative Commons Attribution-NonCommercialNoDerivatives 4.0 International License
  23. 23. Training is not Optional  SharePoint training cannot be optional Creative Commons Attribution-NonCommercialNoDerivatives 4.0 International License
  24. 24. For More Information www.sti.st  gsawyer@sti.st  612.743.5253  Creative Commons Attribution-NonCommercialNoDerivatives 4.0 International License

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