1. How to Effectively Plan, Execute & Control SharePoint ProjectsDux Raymond Sy, PMP September 23, 201010:00 AM 11:00 AM (PT) Recorded Webcast: http://www.youtube.com/watch?v=EB3Es0ZYscM

2. Presentation Objectives In this presentation, you will learn the essential componentsof 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: @meetduxHashtag: #pm4sp 3. Dux Raymond Sy, PMP Managing Partner, Innovative-E, Inc. Author, SharePoint for ProjectManagement by OReilly 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 Hashtag: #pm4sp 4. Agenda Cant 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 Hashtag: #pm4sp 5. Typical Implementation Scenarios Pilot deployment for IT then magically it becomes anenterprise production deployment No planning Everything is ad-hoc No budget earmarked Heavily customized implementation by techies lackingSharePoint skillz Twitter: @meetduxHashtag: #pm4sp 6. SharePoint Implementation ContinuumDraconian IT Wild Wild West EmpowermentControlChaos Twitter: @meetduxHashtag: #pm4sp 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: @meetduxHashtag: #pm4sp 8. Agenda Cant 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 Hashtag: #pm4sp 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: @meetduxHashtag: #pm4sp 10. Establish Rules of Engagement Project Phases Initiation Planning Execution Control Closing Roles and Responsibilities Project Communication Project Tracking Twitter: @meetdux Hashtag: #pm4sp 11. Agenda Cant 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 Hashtag: #pm4sp 12. Executive SharePoint Ignorance is Not Bliss Execs ordered SharePoint to be deployed Do they REALLY understand the value of SharePoint to theorganization? Is the budget realistic? As the enlightened ones, its our responsibility to raiseexecutive awareness about SharePoint Read 5 Reasons Why Executive SharePoint Ignorance isNot Bliss http://go.meetdux.com/393b Attend Oct 8, 2010 SharePoint event for executives in DC http://ExecutiveInsightsDC.com Twitter: @meetduxHashtag: #pm4sp 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 Hashtag: #pm4sp 14. Dont 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: @meetduxHashtag: #pm4sp 15. Keep Priorities In Order You cant 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 Whats important? Time? Budget? Functionality? Tip: Involve decision makers in planning and prioritization Read How to Prioritize Business Needs WhenImplementing SharePoint http://go.meetdux.com/sbyv Twitter: @meetdux Hashtag: #pm4sp 16. Example: Prioritizing SharePoint Features Twitter: @meetduxHashtag: #pm4sp 17. Proper Requirements DevelopmentWatch: Best Practices in Gathering Requirementsfor SharePoint Projects http://bit.ly/cwdCBpTwitter: @meetdux Hashtag: #pm4sp 18. Agenda Cant 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 Hashtag: #pm4sp 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 Hashtag: #pm4sp 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: @meetduxHashtag: #pm4sp 21. Identify Relevant Deliverables Apart from the end product, what are the essentialproject artifacts and or milestones that needs to becompleted? For example: Governance Plan Training Content Migration SharePoint 2010 Installation and Configuration Twitter: @meetdux Hashtag: #pm4sp 22. Agenda Cant 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 Hashtag: #pm4sp 23. Define the Work Needed A WBS is a deliverable-based grouping of project tasksand an effective way to define and organize all of thework required to complete a project SharePoint 2010 Upgrade ContentInstall &GovernanceTraining Migration Configure Twitter: @meetdux Hashtag: #pm4sp 24. What Are You Estimating For?DurationWork Resource Attend OReilly Webcast Paint This Room Install SharePoint 2010on Single Server Twitter: @meetduxHashtag: #pm4sp 25. Create the Network Diagram Identify task dependenciesWatch: Project Planning 101 http://bit.ly/3Md01E Twitter: @meetduxHashtag: #pm4sp 26. Create the Schedule Twitter: @meetdux Hashtag: #pm4sp 27. IT, Can You Handle This? Implementation Do you have the relevant skillsetsto plan, engage with the business,deploy SharePoint? Are key processes for releasemanagement, disaster recovery,auditing in place? Support and Maintenance What does the support structure look like? Resources available for maintaining related technologies? Future Releases Twitter: @meetduxHashtag: #pm4sp 28. Staff Your SharePoint Project Realistically Committed Sponsor + Project Manager IT groupSharePoint developerSharePoint infrastructure Business groupspecialistSharePoint architectSharePoint business analystSharePoint trainerSharePoint designer Twitter: @meetdux Hashtag: #pm4sp 29. Agenda Cant 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 Hashtag: #pm4sp 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: @meetduxHashtag: #pm4sp 31. SharePoint Project Tracking Making time to gather intelligence about the progress ofthe project is a significant priority for the project manager What critical elements of a project do you track? Schedule Risks Changes _____________________ _____________________ Tracking with percentages doesnt mean jack squat Twitter: @meetdux Hashtag: #pm4sp 32. Key Steps in Project Tracking Monitoring Progress Analyzing Status Correcting the Schedule Managing Changes Twitter: @meetduxHashtag: #pm4sp 33. Example: Tracking Progress Effectively Twitter: @meetduxHashtag: #pm4sp 34. Agenda Cant 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 Hashtag: #pm4sp 35. Questions?E-Mail: dux.sy@innovative-e.com LinkedIn: meetdux.com/li Blog: meetdux.com Twitter: meetdux Dont Miss http://ExecutiveInsightsDC.com How did you like the presentation? http://meetdux.com/feedback/ Twitter: @meetduxHashtag: #pm4sp 36. ThankYou!