The document outlines a guide for developing a SharePoint roadmap, explaining its definition, components, and the difference between a roadmap and a project plan. It emphasizes the strategic value of a roadmap in planning, investment discussions, and stakeholder alignment while detailing a step-by-step process for creating and maintaining one. The session also includes examples and encourages continuous review and refinement of the roadmap.

1. Online Conference
June 17th and 18th 2015
WWW.SPBIZCONF.COM
Practical Advice for developing your
SharePoint Roadmap

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René Modery
Email : rene@modery.net
Twitter : modery
Blog : http://www.modery.net
LinkedIn : René Modery
Collaboration & SharePoint Manager in CH
Office 365 MVP
Multiple years of work experience in Asia
Pacific

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What’s a Roadmap?

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Gartner defines it as:
“A graphical representation that is used to
illustrate the milestones and deliverables
required to transition to a future state from a
current state over a specific period of time”

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What’s in a Roadmap:
• Strategy Statement (strategic priorities)
• Initiatives & Projects (timeline)
• Risks / Potential Changes+Disruptions
• Optional: Project Justifications, Costs,
Owners

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Dummy Roadmap
Red Bigger Transform
Current
State
Future
State
MS 1:
New
Colour
MS 2:
New Size
Today Tomorrow

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Slightly Better Example
On-
Premises
CloudQ3/2015 Q4/2015 Q1/2016
Migration
Plan
New
Budget
Pilot Users
in Cloud
Potential
Tech
Update
Risks
90% in
Cloud

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Actual Roadmap – Switzerland
http://www.egovernment.ch/umsetzung/00852/index.html?lang=en

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Difference between Roadmap and Project Plan
Road Map
• How to achieve business
outcomes
• How do initiatives relate
to each other
Project Plan
• How to execute initiatives
• Resources, Dependencies

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A SharePoint Roadmap only?
• Overlapping activities / initiatives between
different teams / departments
• Ideally, an Enterprise Architecture board
oversees all roadmap activities

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What kind of Value does a
Roadmap provide?

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Strategic Tool that…
1. Supports planning process
2. Facilitate investment discussions
3. Allows alignment of different initiatives
4. Shared understanding of the way ahead
Buy-in from all stakeholders

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How do you develop your
Roadmap?

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Step 1: Assemble the Team

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Stakeholder Analysis
• Who needs to deliver outcomes?
• Who owns the resources?

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Step 2: Where are you now?
• Analyse the current situation
• Analyse/align with “higher-level” roadmaps
(IT / company) ( EA board)
CRM UC SP

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Step 3: Define Future State
• Remember: Future State may contain
multiple targets (“simplified infrastructure”,
“Employee self-service platform live”, …)
• Align with business goals

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Step 4: Milestones&Deliverables
• For each future state target, define
initiatives and corresponding milestones
and outcomes
– Rationalize if/where necessary
• High-level first, drill down where required
• Iterate often

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And then?
Continuous Review - Have a look at the
roadmap and refine
– Quarterly
– When significant change / disruption happens
A Roadmap is never final!

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Sample SharePoint Roadmap
Q3/2015 Q4/2015 Q1/2016
Infra-
structure
Applications
Governance
Server Consolidation
Application Rationalization
SQL Performance
Central
Farm
Enterprise Search
Cloud PoC Cloud
Strategy
MS1: App
Inventory
New FY
MS2: App
Plan

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