OSPUG: How To Effectively Plan, Execute, Control SharePoint Projects
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This document outlines steps for effectively planning, executing, and controlling SharePoint projects. It discusses establishing success criteria through collaborative requirements gathering. It emphasizes developing a relevant project plan that defines objectives, work breakdown structure, schedule and resources. Finally, it discusses executing the project through tracking progress, analyzing status, and making corrections to keep the project on track and manage changes. The overall message is that successful SharePoint projects require treating them as formal projects through planning, execution and control.
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OSPUG: How To Effectively Plan, Execute, Control SharePoint Projects
- 1. How to Effectively Plan, Execute & Control SharePoint Projects Dux Raymond Sy, PMP Video Recording: http://vimeo.com/22604942
- 2. Presentation Objectives ¡ In this presentation, you will learn the essential components of delivering successful SharePoint projects ¡ In addition, you'll learn key techniques in: ¡ Establishing Project Success Criteria ¡ Collaboratively Engineer a Solution ¡ Developing Relevant Project Plan ¡ Executing and Controlling a SharePoint Project Twitter: @meetdux #ospug
- 3. Dux Raymond Sy, PMP, MVP ¡ Managing Partner, Innovative-e, Inc. ¡ SharePoint Server MVP ¡ Author, “SharePoint for Project Management” by O’Reilly Media ¡ For more information, connect with Dux ¡ E-Mail: dux.sy@innovative-e.com ¡ Twitter: twitter.com/meetdux ¡ LinkedIn: meetdux.com/li ¡ Blog: meetdux.com Twitter: @meetdux #ospug
- 4. Agenda ¡ Can’t We Just Focus on the Technology? ¡ Establish Success Criteria ¡ Collaboratively Engineer a Solution ¡ Develop Relevant Project Plan ¡ Execute and Control the SharePoint Project ¡ Questions and Answers Twitter: @meetdux #ospug
- 5. Typical Implementation Scenarios ¡ Pilot deployment for IT then magically it becomes an enterprise production deployment ¡ No planning ¡ Everything is ad-hoc ¡ No budget earmarked ¡ Heavily customized implementation by techies lacking SharePoint skillz Twitter: @meetdux #ospug
- 6. SharePoint Implementation Continuum Draconian IT Governed Wild Wild West Control Empowerment Chaos Twitter: @meetdux #ospug
- 7. What are the key steps? ¡ Establish Success Criteria ¡ Collaboratively Engineer a Solution ¡ Define Project Objectives ¡ Develop Relevant Project Plan ¡ Execute and Control the SharePoint Project Twitter: @meetdux #ospug
- 8. Agenda ¡ Can’t We Just Focus on the Technology? ¡ Establish Success Criteria ¡ Collaboratively Engineer a Solution ¡ Define Project Objectives ¡ Develop Relevant Project Plan ¡ Execute and Control the SharePoint Project ¡ Questions and Answers Twitter: @meetdux #ospug
- 9. Key Steps to Define Project Success ¡ Why is SharePoint being implemented? ¡ What is the Priority? ¡ Time ¡ Cost/Budget ¡ Scope ¡ Identify Key Stakeholders ¡ Sponsor ¡ Customer ¡ Team Twitter: @meetdux #ospug
- 10. Establish Rules of Engagement ¡ Project Phases ¡ Initiation ¡ Planning ¡ Execution ¡ Control ¡ Closing ¡ Roles and Responsibilities ¡ Project Communication ¡ Project Tracking Twitter: @meetdux #ospug
- 11. Agenda ¡ Can’t We Just Focus on the Technology? ¡ Establish Success Criteria ¡ Collaboratively Engineer a Solution ¡ Define Project Objectives ¡ Develop Relevant Project Plan ¡ Execute and Control the SharePoint Project ¡ Questions and Answers Twitter: @meetdux #ospug
- 12. Executive SharePoint Ignorance is Not Bliss ¡ Execs ordered SharePoint to be deployed ¡ Do they REALLY understand the value of SharePoint to the organization? ¡ Is the budget realistic? ¡ As the enlightened ones, it’s our responsibility to raise executive awareness about SharePoint ¡ Read “5 Reasons Why Executive SharePoint Ignorance is Not Bliss” http://go.meetdux.com/393b Twitter: @meetdux #ospug
- 13. Educate and Engage the Business ¡ SharePoint is more than just a glorified network share ¡ Stress that SharePoint is a platform ¡ Tip: Address their pain points ¡ Provide high-level technology overview ¡ Discuss business challenges ¡ Map it to a SharePoint Solution Twitter: @meetdux #ospug
- 14. Don’t Call It SharePoint! ¡ Generic Solutions ¡ Corporate Intranet ¡ Content Management ¡ Specific Solutions ¡ Employee Onboarding System for Human Resources ¡ Conference Room Scheduling System for Facilities ¡ Project Management Information System for PMs ¡ System Integration ¡ Custom Application Development Twitter: @meetdux #ospug
- 15. Keep Priorities In Order ¡ You can’t do it all! ¡ What business need should you solve first? ¡ What are common features that can be deployed? ¡ Project scope must be limited and specific ¡ What’s important? Time? Budget? Functionality? ¡ Tip: Involve decision makers in planning and prioritization ¡ Read “How to Prioritize Business Needs When Implementing SharePoint” http://go.meetdux.com/sbyv Twitter: @meetdux #ospug
- 16. Example: Prioritizing SharePoint Features Twitter: @meetdux #ospug
- 17. Proper Requirements Development Watch: Best Practices in Gathering Requirements for SharePoint Projects http://bit.ly/cwdCBp Twitter: @meetdux #ospug
- 18. Agenda ¡ Can’t We Just Focus on the Technology? ¡ Establish Success Criteria ¡ Collaboratively Engineer a Solution ¡ Define Project Objectives ¡ Develop Relevant Project Plan ¡ Execute and Control the SharePoint Project ¡ Questions and Answers Twitter: @meetdux #ospug
- 19. Define Project Goal ¡ A clear, quantifiable statement of project intent ¡ Why is the project being undertaken? ¡ What will the project achieve? ¡ Who is the customer? ¡ When is the deadline? ¡ Where will the project be implemented? ¡ Any constraints? Twitter: @meetdux #ospug
- 20. Project Goal Example The current SharePoint 2007 intranet will be upgraded to SharePoint 2010 throughout the university in order to increase adoption and reduce IT support requirements. The upgrade should be completed a month before Fall semester begins. Twitter: @meetdux #ospug
- 21. Identify Relevant Deliverables ¡ Apart from the end product, what are the essential project artifacts and or milestones that needs to be completed? ¡ For example: ¡ Governance Plan ¡ Training ¡ Content Migration ¡ SharePoint 2010 Installation and Configuration Twitter: @meetdux #ospug
- 22. Agenda ¡ Can’t We Just Focus on the Technology? ¡ Establish Success Criteria ¡ Collaboratively Engineer a Solution ¡ Define Project Objectives ¡ Develop Relevant Project Plan ¡ Execute and Control the SharePoint Project ¡ Questions and Answers Twitter: @meetdux #ospug
- 23. Define the Work Needed ¡ A WBS is a deliverable-based grouping of project tasks and an effective way to define and organize all of the work required to complete a project SharePoint 2010 Upgrade Content Install & Governance Training Migration Configure Twitter: @meetdux #ospug
- 24. What Are You Estimating For? Duration Work Resource Attend SPSNOLA Paint This Room Install SharePoint 2010 on Single Server Twitter: @meetdux #ospug
- 25. Create the Network Diagram ¡ Identify task dependencies Watch: Project Planning 101 http://bit.ly/3Md01E Twitter: @meetdux #ospug
- 26. Create the Schedule Twitter: @meetdux #ospug
- 27. IT, Can You Handle This? ¡ Implementation ¡ Do you have the relevant skillsets to plan, engage with the business, deploy SharePoint? ¡ Are key processes for release management, disaster recovery, auditing in place? ¡ Support and Maintenance ¡ What does the support structure look like? ¡ Resources available for maintaining related technologies? ¡ Future Releases Twitter: @meetdux #ospug
- 28. Staff Your SharePoint Project Realistically Committed Sponsor + Project Manager IT group • SharePoint developer • SharePoint infrastructure Business group specialist • SharePoint architect • SharePoint business analyst • SharePoint trainer • SharePoint designer Twitter: @meetdux #ospug
- 29. Agenda ¡ Can’t We Just Focus on the Technology? ¡ Establish Success Criteria ¡ Collaboratively Engineer a Solution ¡ Define Project Objectives ¡ Develop Relevant Project Plan ¡ Execute and Control the SharePoint Project ¡ Questions and Answers Twitter: @meetdux #ospug
- 30. How Do You Track Progress? “The only man who behaved sensibly was my tailor; he took my measurement anew every time he saw me, while all the rest went on with their old measurements and expected them to fit me. “ — George Bernard Shaw, Essayist and Nobel laureate Twitter: @meetdux #ospug
- 31. SharePoint Project Tracking ¡ Making time to gather intelligence about the progress of the project is a significant priority for the project manager ¡ What critical elements of a project do you track? q Schedule q Risks q Changes q _____________________ q _____________________ § Tracking with percentages doesn’t mean jack squat Twitter: @meetdux #ospug
- 32. Key Steps in Project Tracking ¡ Monitoring Progress ¡ Analyzing Status ¡ Correcting the Schedule ¡ Managing Changes Twitter: @meetdux #ospug
- 33. Example: Tracking Progress Effectively Twitter: @meetdux #ospug
- 34. Agenda ¡ Can’t We Just Focus on the Technology? ¡ Establish Success Criteria ¡ Collaboratively Engineer a Solution ¡ Define Project Objectives ¡ Develop Relevant Project Plan ¡ Execute and Control the SharePoint Project ¡ Questions and Answers Twitter: @meetdux #ospug
- 35. Questions? E-Mail: dux.sy@innovative-e.com LinkedIn: meetdux.com/li Blog: meetdux.com Twitter: meetdux How did you like the presentation? http://meetdux.com/feedback/ Twitter: @meetdux #ospug
- 36. Thank You!