implementing an effective sharepoint training program

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    Produced by: Platinum Partner: Gold Partner:Premier Partner:

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    Angela Chionchio

    Bristol-Myers Squibb

    Global Development & Medical Affairs (GDMA)

    Case Study: Implementing an Effective Sh

    Training Program

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    Share The SharePoint Conference for Business Users

    Background

    BMS is a large, global organization with >10,000 employees SharePoint deployed (customized) with limited training offere

    to end users

    Deployment of SharePoint intended to replace majority of exis

    platforms for content management (non-compliance related)

    Legacy platforms scheduled for retirement post SharePoint deplo

    Decentralized governance model for SharePoint sites across th

    organization

    Service model, including resources, training, user adoption an

    governance established for GDMA Division post deployment

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    GDMA Service Model

    Resource-Supported

    (Track A) Sites:

    High priority, business strategic

    sites requiring a higher level of

    centralized support.

    GDMA Collaboration Team may

    drive requirements and site

    configuration. Site

    owner/requester assists with

    requirements, configuration, and

    launch.

    Self-Supported

    (Track B) Sites:

    Standard sites supp

    service tools and re

    training).

    Site owner drives re

    configuration, and l

    help from GDMA Co

    Team.

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    Training Strategy - Curriculum

    Design a role-based curriculum offering just-in-timetraining for end-users

    Role Description

    Site Owner (Track A) Track A Sites will have a dedicated resource for site build and mai

    they are a strategic priority for BMS.

    Business owners of the site will need to have basic training on sit

    development and functionality.

    Site Owner (Track B) Track B Sites will have limited support for site build and maintena

    Site owners will need to have in-depth training on site developme

    functionality.

    Site Members Site Members are individuals who contribute to information using

    document libraries and collaboration tools (discussions, blogs, wi

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    Scheduling, Modality and Tracking

    Currently delivered as in-person / classroomtraining

    Level I Evaluations using SharePoint Survey tool

    Classes are scheduled to run concurrently over a3 day period

    Enrollment and tracking via LMS

    SiteOwners

    Initially delivered virtually via Live Meeting /Teleconference (limited tracking)

    Online training developed in January 2012.Accessibility and tracking handled via LMS

    Level 1 Evaluations using Survey Wizard

    SiteMembers

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    Site Owner Curriculum

    Course Title DescriptionSite Owner 300: General Information Session 1 hour virtual session designed to provide a

    SharePoints user friendly interface.

    Site Owner 301: Planning & Building 3 hour session demonstrating how to creat

    meeting workspaces. Students will learn (h

    properly plan and develop their site includ

    site security / permissions for members an

    Site Owner 302A: How to Structure Lists and Libraries: Part I 3.5 hour session demonstrating SharePointwill learn (hands-on) how to work with var

    SharePoint libraries. Versioning, content ty

    library columns, customizing views and adv

    are covered in great detail.

    Site Owner 302B: How to Structure Lists and Libraries: Part II 3 Hour session demonstrating SharePoint L

    Students will learn about the unique functi

    lists and how to utilize SharePoints out-of-

    features.

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    Site Owner Curriculum (Contd)

    Course Title Description

    Site Owner 303: Customizing your SharePoint Site 2.5 Hour session intended to bring togethe

    the Site Owner 300, 301 and 302 courses.

    this course, participants will be able to cust

    their SharePoint sites using web parts, imag

    libraries. The Content Editor Web Part is de

    detail during this course.

    Site Owner 304: Managing Meeting Workspace Sites 1.5 Hour session. Students will leave this trdevelop meeting workspaces, link outlook

    workspace and discuss best practices in uti

    Site Owner 305: SharePoint Surveys and InfoPath Forms 3.5 Hour session intended to demonstrate

    collect information to be stored centrally o

    Students will create a basic survey using br

    InfoPath forms will be designed and publis

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    Share The SharePoint Conference for Business Users

    Site Member Curriculum

    Course Title Description

    Site Member 100: Overview and Demonstration of SharePoint 1/2 hour online course will provide studen

    of the functionality and features of ShareP

    Document Management, Collaboration Too

    Site Member 101: Introduction to Lists and Libraries 1 hour online course teaches students how

    SharePoint Lists and Document Libraries, in

    documents, Editing Documents, Emailing li

    and more.

    Site Member 102: Advanced Knowledge of Lists and Libraries 1 hour online course emphasizing how to u

    advanced options of SharePoint document

    Site Member 103: My Site hour online course designed to demonst

    My Site page and edit profile information.

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    Ongoing Support & Continuing Educa

    How do we sup

    Owners after thbeen developed

    Collaboration To

    Forum)

    Weekly Q&A Ses

    Super Users Foru

    Platform for Add

    Resources

    Site Specific / Cu

    training (Track A

    SiteRequested /Provisioned

    Training

    Completed

    SiteDevelopment

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    Metrics & Feedback

    Level 1 Evaluations Instructor Feedback (questions or issues addressed

    during classes)

    Site Owner Surveys

    Weekly Q&A Sessions / Discussion Forum LMS Tracking (# of people trained)

    Non-standard / customized training for Track A servi

    sites

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    Questions

    Slide 12

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    Angela ChionchioBristol-Myers Squibb

    Global Development & Medical Affairs (G

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    Produced by: Platinum Partner: Gold Partner:Premier Partner: