How to Effectively Plan, Execute & Control SharePoint Projects Dux Raymond Sy, PMP Video Recording: https://vimeo.com/50598070
Dec 05, 2014
How to Effectively Plan, Execute & Control
SharePoint Projects
Dux Raymond Sy, PMP
Video Recording: https://vimeo.com/50598070
Twitter: @meetdux #pmidc
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 #pmidc
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: [email protected]
¡ Twitter: twitter.com/meetdux
¡ LinkedIn: meetdux.com/li
¡ Blog: meetdux.com
Twitter: @meetdux #pmidc
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 #pmidc
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 #pmidc
SharePoint Implementation Continuum
Draconian IT Control
Governed
Empowerment Wild Wild West
Chaos
Twitter: @meetdux #pmidc
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 #pmidc
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 #pmidc
¡ Why is SharePoint being implemented?
¡ What is the Priority? ¡ Time ¡ Cost/Budget ¡ Scope
¡ Identify Key Stakeholders ¡ Sponsor ¡ Customer ¡ Team
Key Steps to Define Project Success
Twitter: @meetdux #pmidc
¡ Project Phases ¡ Initiation ¡ Planning ¡ Execution ¡ Control ¡ Closing
¡ Roles and Responsibilities
¡ Project Communication
¡ Project Tracking
Establish Rules of Engagement
Twitter: @meetdux #pmidc
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 #pmidc
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 #pmidc
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 #pmidc
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 #pmidc
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 #pmidc
Example: Prioritizing SharePoint Features
Twitter: @meetdux #pmidc
Proper Requirements Development
Watch: Best Practices in Gathering Requirements for SharePoint Projects http://bit.ly/cwdCBp
Twitter: @meetdux #pmidc
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 #pmidc
¡ 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?
Define Project Goal
Twitter: @meetdux #pmidc
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 #pmidc
¡ 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
Identify Relevant Deliverables
Twitter: @meetdux #pmidc
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 #pmidc
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
Governance Training Content
Migration Install &
Configure
Twitter: @meetdux #pmidc
What Are You Estimating For?
Duration Work Resource
Attend PMIDC
Paint This Room
Install SharePoint 2010 on Single Server
Twitter: @meetdux #pmidc
Create the Network Diagram
¡ Identify task dependencies
Watch: Project Planning 101 http://bit.ly/3Md01E
Twitter: @meetdux #pmidc
Create the Schedule
Twitter: @meetdux #pmidc
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 #pmidc
Staff Your SharePoint Project Realistically
IT group • SharePoint developer • SharePoint infrastructure
specialist • SharePoint architect
Business group • SharePoint business analyst • SharePoint trainer • SharePoint designer
Committed Sponsor +
Project Manager
Twitter: @meetdux #pmidc
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 #pmidc
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 #pmidc
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 #pmidc
Key Steps in Project Tracking
¡ Monitoring Progress
¡ Analyzing Status
¡ Correcting the Schedule
¡ Managing Changes
Twitter: @meetdux #pmidc
Example: Tracking Progress Effectively
Twitter: @meetdux #pmidc
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 #pmidc
Questions?
E-Mail: [email protected]
LinkedIn: meetdux.com/li
Blog: meetdux.com
Twitter: meetdux
How did you like the presentation? http://meetdux.com/feedback/
Thank You!