sharepoint saturday chicago - future proofing sharepoint success
TRANSCRIPT
Future ProofingYour SharePoint Success
SPSChicago rharbridge
Presented By Richard Harbridge
Who am I
I
Understanding the Non TechnicalIs necessary to avoid poorhellip
Shared Understanding of RequirementsNeedsKnowledge around Limitations of the Software
(When to use itWhen not to)Estimation of Effort and Schedule Accuracy
The Biggest ReasonsSharePoint Projects Fail
Our Goal Todayhellip
From Here To Here
Understanding the lsquoWhyrsquo and Making a Decision
SPSChicago RHarbridge
Meet Joe
Hi
SPSChicago RHarbridge
At Joersquos Companyhellip
SPSChicago RHarbridge
Decision Makers donrsquot have Enough Information
SPSChicago RHarbridge
The CFO needs to Reduce Costs
SPSChicago RHarbridge
IT Services Struggles to Keep Up
SPSChicago RHarbridge
People Are Having Trouble Finding What They Need
And
SPSChicago RHarbridge
So Joe has an Idea
SPSChicago RHarbridge
Sincehellip
Awesome Not as awesome
SPSChicago RHarbridge
And Everyone in Joersquos Company uses Microsoft Officehellip
SPSChicago RHarbridge
SharePoint is the Perfect Fit
SPSChicago RHarbridge
SPSChicago RHarbridge
Map the needs of the organization to the right
technologyhellip
SPSChicago RHarbridge
Perform in depth product comparisons and evaluations
Like this onehellip
Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive
This is important as Microsoft alone has a quite a fewhellip
bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL
SharePoint is not a Silver Bullethellip
SharePoint is not a Silver Bullet at NothingButSharePointcom
SPSChicago RHarbridge
Foundation
Standard
Enterprise
Even SharePoint has multiple options
2007
2010
Online
On Site
Itrsquos Big Ecosystem
SPSChicago RHarbridge
Itrsquos not just a feature to feature comparison
People
Process
Technology
SPSChicago RHarbridge
So Joe does all that good research andhellip
SPSChicago RHarbridge
SharePoint is a part of his overall Enterprise Technology Plan
The Outcome
Within the overall enterprise technology plan SharePoint meets specific business
needs
What to watch out forhellipWe have to define our needs carefully if
we want to pick the right technology
Achieving Buy In and Setting Expectations
SPSChicago RHarbridge
Before we beginhellip
SPSChicago RHarbridge
Letrsquos Talk About Perceptions
SPSChicago RHarbridge
SPSChicago RHarbridge
People See Different Things
SPSChicago RHarbridge
Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order
bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
Who am I
I
Understanding the Non TechnicalIs necessary to avoid poorhellip
Shared Understanding of RequirementsNeedsKnowledge around Limitations of the Software
(When to use itWhen not to)Estimation of Effort and Schedule Accuracy
The Biggest ReasonsSharePoint Projects Fail
Our Goal Todayhellip
From Here To Here
Understanding the lsquoWhyrsquo and Making a Decision
SPSChicago RHarbridge
Meet Joe
Hi
SPSChicago RHarbridge
At Joersquos Companyhellip
SPSChicago RHarbridge
Decision Makers donrsquot have Enough Information
SPSChicago RHarbridge
The CFO needs to Reduce Costs
SPSChicago RHarbridge
IT Services Struggles to Keep Up
SPSChicago RHarbridge
People Are Having Trouble Finding What They Need
And
SPSChicago RHarbridge
So Joe has an Idea
SPSChicago RHarbridge
Sincehellip
Awesome Not as awesome
SPSChicago RHarbridge
And Everyone in Joersquos Company uses Microsoft Officehellip
SPSChicago RHarbridge
SharePoint is the Perfect Fit
SPSChicago RHarbridge
SPSChicago RHarbridge
Map the needs of the organization to the right
technologyhellip
SPSChicago RHarbridge
Perform in depth product comparisons and evaluations
Like this onehellip
Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive
This is important as Microsoft alone has a quite a fewhellip
bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL
SharePoint is not a Silver Bullethellip
SharePoint is not a Silver Bullet at NothingButSharePointcom
SPSChicago RHarbridge
Foundation
Standard
Enterprise
Even SharePoint has multiple options
2007
2010
Online
On Site
Itrsquos Big Ecosystem
SPSChicago RHarbridge
Itrsquos not just a feature to feature comparison
People
Process
Technology
SPSChicago RHarbridge
So Joe does all that good research andhellip
SPSChicago RHarbridge
SharePoint is a part of his overall Enterprise Technology Plan
The Outcome
Within the overall enterprise technology plan SharePoint meets specific business
needs
What to watch out forhellipWe have to define our needs carefully if
we want to pick the right technology
Achieving Buy In and Setting Expectations
SPSChicago RHarbridge
Before we beginhellip
SPSChicago RHarbridge
Letrsquos Talk About Perceptions
SPSChicago RHarbridge
SPSChicago RHarbridge
People See Different Things
SPSChicago RHarbridge
Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order
bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
Understanding the Non TechnicalIs necessary to avoid poorhellip
Shared Understanding of RequirementsNeedsKnowledge around Limitations of the Software
(When to use itWhen not to)Estimation of Effort and Schedule Accuracy
The Biggest ReasonsSharePoint Projects Fail
Our Goal Todayhellip
From Here To Here
Understanding the lsquoWhyrsquo and Making a Decision
SPSChicago RHarbridge
Meet Joe
Hi
SPSChicago RHarbridge
At Joersquos Companyhellip
SPSChicago RHarbridge
Decision Makers donrsquot have Enough Information
SPSChicago RHarbridge
The CFO needs to Reduce Costs
SPSChicago RHarbridge
IT Services Struggles to Keep Up
SPSChicago RHarbridge
People Are Having Trouble Finding What They Need
And
SPSChicago RHarbridge
So Joe has an Idea
SPSChicago RHarbridge
Sincehellip
Awesome Not as awesome
SPSChicago RHarbridge
And Everyone in Joersquos Company uses Microsoft Officehellip
SPSChicago RHarbridge
SharePoint is the Perfect Fit
SPSChicago RHarbridge
SPSChicago RHarbridge
Map the needs of the organization to the right
technologyhellip
SPSChicago RHarbridge
Perform in depth product comparisons and evaluations
Like this onehellip
Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive
This is important as Microsoft alone has a quite a fewhellip
bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL
SharePoint is not a Silver Bullethellip
SharePoint is not a Silver Bullet at NothingButSharePointcom
SPSChicago RHarbridge
Foundation
Standard
Enterprise
Even SharePoint has multiple options
2007
2010
Online
On Site
Itrsquos Big Ecosystem
SPSChicago RHarbridge
Itrsquos not just a feature to feature comparison
People
Process
Technology
SPSChicago RHarbridge
So Joe does all that good research andhellip
SPSChicago RHarbridge
SharePoint is a part of his overall Enterprise Technology Plan
The Outcome
Within the overall enterprise technology plan SharePoint meets specific business
needs
What to watch out forhellipWe have to define our needs carefully if
we want to pick the right technology
Achieving Buy In and Setting Expectations
SPSChicago RHarbridge
Before we beginhellip
SPSChicago RHarbridge
Letrsquos Talk About Perceptions
SPSChicago RHarbridge
SPSChicago RHarbridge
People See Different Things
SPSChicago RHarbridge
Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order
bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
Our Goal Todayhellip
From Here To Here
Understanding the lsquoWhyrsquo and Making a Decision
SPSChicago RHarbridge
Meet Joe
Hi
SPSChicago RHarbridge
At Joersquos Companyhellip
SPSChicago RHarbridge
Decision Makers donrsquot have Enough Information
SPSChicago RHarbridge
The CFO needs to Reduce Costs
SPSChicago RHarbridge
IT Services Struggles to Keep Up
SPSChicago RHarbridge
People Are Having Trouble Finding What They Need
And
SPSChicago RHarbridge
So Joe has an Idea
SPSChicago RHarbridge
Sincehellip
Awesome Not as awesome
SPSChicago RHarbridge
And Everyone in Joersquos Company uses Microsoft Officehellip
SPSChicago RHarbridge
SharePoint is the Perfect Fit
SPSChicago RHarbridge
SPSChicago RHarbridge
Map the needs of the organization to the right
technologyhellip
SPSChicago RHarbridge
Perform in depth product comparisons and evaluations
Like this onehellip
Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive
This is important as Microsoft alone has a quite a fewhellip
bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL
SharePoint is not a Silver Bullethellip
SharePoint is not a Silver Bullet at NothingButSharePointcom
SPSChicago RHarbridge
Foundation
Standard
Enterprise
Even SharePoint has multiple options
2007
2010
Online
On Site
Itrsquos Big Ecosystem
SPSChicago RHarbridge
Itrsquos not just a feature to feature comparison
People
Process
Technology
SPSChicago RHarbridge
So Joe does all that good research andhellip
SPSChicago RHarbridge
SharePoint is a part of his overall Enterprise Technology Plan
The Outcome
Within the overall enterprise technology plan SharePoint meets specific business
needs
What to watch out forhellipWe have to define our needs carefully if
we want to pick the right technology
Achieving Buy In and Setting Expectations
SPSChicago RHarbridge
Before we beginhellip
SPSChicago RHarbridge
Letrsquos Talk About Perceptions
SPSChicago RHarbridge
SPSChicago RHarbridge
People See Different Things
SPSChicago RHarbridge
Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order
bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
Understanding the lsquoWhyrsquo and Making a Decision
SPSChicago RHarbridge
Meet Joe
Hi
SPSChicago RHarbridge
At Joersquos Companyhellip
SPSChicago RHarbridge
Decision Makers donrsquot have Enough Information
SPSChicago RHarbridge
The CFO needs to Reduce Costs
SPSChicago RHarbridge
IT Services Struggles to Keep Up
SPSChicago RHarbridge
People Are Having Trouble Finding What They Need
And
SPSChicago RHarbridge
So Joe has an Idea
SPSChicago RHarbridge
Sincehellip
Awesome Not as awesome
SPSChicago RHarbridge
And Everyone in Joersquos Company uses Microsoft Officehellip
SPSChicago RHarbridge
SharePoint is the Perfect Fit
SPSChicago RHarbridge
SPSChicago RHarbridge
Map the needs of the organization to the right
technologyhellip
SPSChicago RHarbridge
Perform in depth product comparisons and evaluations
Like this onehellip
Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive
This is important as Microsoft alone has a quite a fewhellip
bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL
SharePoint is not a Silver Bullethellip
SharePoint is not a Silver Bullet at NothingButSharePointcom
SPSChicago RHarbridge
Foundation
Standard
Enterprise
Even SharePoint has multiple options
2007
2010
Online
On Site
Itrsquos Big Ecosystem
SPSChicago RHarbridge
Itrsquos not just a feature to feature comparison
People
Process
Technology
SPSChicago RHarbridge
So Joe does all that good research andhellip
SPSChicago RHarbridge
SharePoint is a part of his overall Enterprise Technology Plan
The Outcome
Within the overall enterprise technology plan SharePoint meets specific business
needs
What to watch out forhellipWe have to define our needs carefully if
we want to pick the right technology
Achieving Buy In and Setting Expectations
SPSChicago RHarbridge
Before we beginhellip
SPSChicago RHarbridge
Letrsquos Talk About Perceptions
SPSChicago RHarbridge
SPSChicago RHarbridge
People See Different Things
SPSChicago RHarbridge
Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order
bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Meet Joe
Hi
SPSChicago RHarbridge
At Joersquos Companyhellip
SPSChicago RHarbridge
Decision Makers donrsquot have Enough Information
SPSChicago RHarbridge
The CFO needs to Reduce Costs
SPSChicago RHarbridge
IT Services Struggles to Keep Up
SPSChicago RHarbridge
People Are Having Trouble Finding What They Need
And
SPSChicago RHarbridge
So Joe has an Idea
SPSChicago RHarbridge
Sincehellip
Awesome Not as awesome
SPSChicago RHarbridge
And Everyone in Joersquos Company uses Microsoft Officehellip
SPSChicago RHarbridge
SharePoint is the Perfect Fit
SPSChicago RHarbridge
SPSChicago RHarbridge
Map the needs of the organization to the right
technologyhellip
SPSChicago RHarbridge
Perform in depth product comparisons and evaluations
Like this onehellip
Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive
This is important as Microsoft alone has a quite a fewhellip
bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL
SharePoint is not a Silver Bullethellip
SharePoint is not a Silver Bullet at NothingButSharePointcom
SPSChicago RHarbridge
Foundation
Standard
Enterprise
Even SharePoint has multiple options
2007
2010
Online
On Site
Itrsquos Big Ecosystem
SPSChicago RHarbridge
Itrsquos not just a feature to feature comparison
People
Process
Technology
SPSChicago RHarbridge
So Joe does all that good research andhellip
SPSChicago RHarbridge
SharePoint is a part of his overall Enterprise Technology Plan
The Outcome
Within the overall enterprise technology plan SharePoint meets specific business
needs
What to watch out forhellipWe have to define our needs carefully if
we want to pick the right technology
Achieving Buy In and Setting Expectations
SPSChicago RHarbridge
Before we beginhellip
SPSChicago RHarbridge
Letrsquos Talk About Perceptions
SPSChicago RHarbridge
SPSChicago RHarbridge
People See Different Things
SPSChicago RHarbridge
Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order
bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
At Joersquos Companyhellip
SPSChicago RHarbridge
Decision Makers donrsquot have Enough Information
SPSChicago RHarbridge
The CFO needs to Reduce Costs
SPSChicago RHarbridge
IT Services Struggles to Keep Up
SPSChicago RHarbridge
People Are Having Trouble Finding What They Need
And
SPSChicago RHarbridge
So Joe has an Idea
SPSChicago RHarbridge
Sincehellip
Awesome Not as awesome
SPSChicago RHarbridge
And Everyone in Joersquos Company uses Microsoft Officehellip
SPSChicago RHarbridge
SharePoint is the Perfect Fit
SPSChicago RHarbridge
SPSChicago RHarbridge
Map the needs of the organization to the right
technologyhellip
SPSChicago RHarbridge
Perform in depth product comparisons and evaluations
Like this onehellip
Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive
This is important as Microsoft alone has a quite a fewhellip
bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL
SharePoint is not a Silver Bullethellip
SharePoint is not a Silver Bullet at NothingButSharePointcom
SPSChicago RHarbridge
Foundation
Standard
Enterprise
Even SharePoint has multiple options
2007
2010
Online
On Site
Itrsquos Big Ecosystem
SPSChicago RHarbridge
Itrsquos not just a feature to feature comparison
People
Process
Technology
SPSChicago RHarbridge
So Joe does all that good research andhellip
SPSChicago RHarbridge
SharePoint is a part of his overall Enterprise Technology Plan
The Outcome
Within the overall enterprise technology plan SharePoint meets specific business
needs
What to watch out forhellipWe have to define our needs carefully if
we want to pick the right technology
Achieving Buy In and Setting Expectations
SPSChicago RHarbridge
Before we beginhellip
SPSChicago RHarbridge
Letrsquos Talk About Perceptions
SPSChicago RHarbridge
SPSChicago RHarbridge
People See Different Things
SPSChicago RHarbridge
Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order
bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Decision Makers donrsquot have Enough Information
SPSChicago RHarbridge
The CFO needs to Reduce Costs
SPSChicago RHarbridge
IT Services Struggles to Keep Up
SPSChicago RHarbridge
People Are Having Trouble Finding What They Need
And
SPSChicago RHarbridge
So Joe has an Idea
SPSChicago RHarbridge
Sincehellip
Awesome Not as awesome
SPSChicago RHarbridge
And Everyone in Joersquos Company uses Microsoft Officehellip
SPSChicago RHarbridge
SharePoint is the Perfect Fit
SPSChicago RHarbridge
SPSChicago RHarbridge
Map the needs of the organization to the right
technologyhellip
SPSChicago RHarbridge
Perform in depth product comparisons and evaluations
Like this onehellip
Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive
This is important as Microsoft alone has a quite a fewhellip
bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL
SharePoint is not a Silver Bullethellip
SharePoint is not a Silver Bullet at NothingButSharePointcom
SPSChicago RHarbridge
Foundation
Standard
Enterprise
Even SharePoint has multiple options
2007
2010
Online
On Site
Itrsquos Big Ecosystem
SPSChicago RHarbridge
Itrsquos not just a feature to feature comparison
People
Process
Technology
SPSChicago RHarbridge
So Joe does all that good research andhellip
SPSChicago RHarbridge
SharePoint is a part of his overall Enterprise Technology Plan
The Outcome
Within the overall enterprise technology plan SharePoint meets specific business
needs
What to watch out forhellipWe have to define our needs carefully if
we want to pick the right technology
Achieving Buy In and Setting Expectations
SPSChicago RHarbridge
Before we beginhellip
SPSChicago RHarbridge
Letrsquos Talk About Perceptions
SPSChicago RHarbridge
SPSChicago RHarbridge
People See Different Things
SPSChicago RHarbridge
Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order
bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
The CFO needs to Reduce Costs
SPSChicago RHarbridge
IT Services Struggles to Keep Up
SPSChicago RHarbridge
People Are Having Trouble Finding What They Need
And
SPSChicago RHarbridge
So Joe has an Idea
SPSChicago RHarbridge
Sincehellip
Awesome Not as awesome
SPSChicago RHarbridge
And Everyone in Joersquos Company uses Microsoft Officehellip
SPSChicago RHarbridge
SharePoint is the Perfect Fit
SPSChicago RHarbridge
SPSChicago RHarbridge
Map the needs of the organization to the right
technologyhellip
SPSChicago RHarbridge
Perform in depth product comparisons and evaluations
Like this onehellip
Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive
This is important as Microsoft alone has a quite a fewhellip
bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL
SharePoint is not a Silver Bullethellip
SharePoint is not a Silver Bullet at NothingButSharePointcom
SPSChicago RHarbridge
Foundation
Standard
Enterprise
Even SharePoint has multiple options
2007
2010
Online
On Site
Itrsquos Big Ecosystem
SPSChicago RHarbridge
Itrsquos not just a feature to feature comparison
People
Process
Technology
SPSChicago RHarbridge
So Joe does all that good research andhellip
SPSChicago RHarbridge
SharePoint is a part of his overall Enterprise Technology Plan
The Outcome
Within the overall enterprise technology plan SharePoint meets specific business
needs
What to watch out forhellipWe have to define our needs carefully if
we want to pick the right technology
Achieving Buy In and Setting Expectations
SPSChicago RHarbridge
Before we beginhellip
SPSChicago RHarbridge
Letrsquos Talk About Perceptions
SPSChicago RHarbridge
SPSChicago RHarbridge
People See Different Things
SPSChicago RHarbridge
Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order
bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
IT Services Struggles to Keep Up
SPSChicago RHarbridge
People Are Having Trouble Finding What They Need
And
SPSChicago RHarbridge
So Joe has an Idea
SPSChicago RHarbridge
Sincehellip
Awesome Not as awesome
SPSChicago RHarbridge
And Everyone in Joersquos Company uses Microsoft Officehellip
SPSChicago RHarbridge
SharePoint is the Perfect Fit
SPSChicago RHarbridge
SPSChicago RHarbridge
Map the needs of the organization to the right
technologyhellip
SPSChicago RHarbridge
Perform in depth product comparisons and evaluations
Like this onehellip
Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive
This is important as Microsoft alone has a quite a fewhellip
bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL
SharePoint is not a Silver Bullethellip
SharePoint is not a Silver Bullet at NothingButSharePointcom
SPSChicago RHarbridge
Foundation
Standard
Enterprise
Even SharePoint has multiple options
2007
2010
Online
On Site
Itrsquos Big Ecosystem
SPSChicago RHarbridge
Itrsquos not just a feature to feature comparison
People
Process
Technology
SPSChicago RHarbridge
So Joe does all that good research andhellip
SPSChicago RHarbridge
SharePoint is a part of his overall Enterprise Technology Plan
The Outcome
Within the overall enterprise technology plan SharePoint meets specific business
needs
What to watch out forhellipWe have to define our needs carefully if
we want to pick the right technology
Achieving Buy In and Setting Expectations
SPSChicago RHarbridge
Before we beginhellip
SPSChicago RHarbridge
Letrsquos Talk About Perceptions
SPSChicago RHarbridge
SPSChicago RHarbridge
People See Different Things
SPSChicago RHarbridge
Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order
bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
People Are Having Trouble Finding What They Need
And
SPSChicago RHarbridge
So Joe has an Idea
SPSChicago RHarbridge
Sincehellip
Awesome Not as awesome
SPSChicago RHarbridge
And Everyone in Joersquos Company uses Microsoft Officehellip
SPSChicago RHarbridge
SharePoint is the Perfect Fit
SPSChicago RHarbridge
SPSChicago RHarbridge
Map the needs of the organization to the right
technologyhellip
SPSChicago RHarbridge
Perform in depth product comparisons and evaluations
Like this onehellip
Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive
This is important as Microsoft alone has a quite a fewhellip
bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL
SharePoint is not a Silver Bullethellip
SharePoint is not a Silver Bullet at NothingButSharePointcom
SPSChicago RHarbridge
Foundation
Standard
Enterprise
Even SharePoint has multiple options
2007
2010
Online
On Site
Itrsquos Big Ecosystem
SPSChicago RHarbridge
Itrsquos not just a feature to feature comparison
People
Process
Technology
SPSChicago RHarbridge
So Joe does all that good research andhellip
SPSChicago RHarbridge
SharePoint is a part of his overall Enterprise Technology Plan
The Outcome
Within the overall enterprise technology plan SharePoint meets specific business
needs
What to watch out forhellipWe have to define our needs carefully if
we want to pick the right technology
Achieving Buy In and Setting Expectations
SPSChicago RHarbridge
Before we beginhellip
SPSChicago RHarbridge
Letrsquos Talk About Perceptions
SPSChicago RHarbridge
SPSChicago RHarbridge
People See Different Things
SPSChicago RHarbridge
Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order
bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
So Joe has an Idea
SPSChicago RHarbridge
Sincehellip
Awesome Not as awesome
SPSChicago RHarbridge
And Everyone in Joersquos Company uses Microsoft Officehellip
SPSChicago RHarbridge
SharePoint is the Perfect Fit
SPSChicago RHarbridge
SPSChicago RHarbridge
Map the needs of the organization to the right
technologyhellip
SPSChicago RHarbridge
Perform in depth product comparisons and evaluations
Like this onehellip
Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive
This is important as Microsoft alone has a quite a fewhellip
bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL
SharePoint is not a Silver Bullethellip
SharePoint is not a Silver Bullet at NothingButSharePointcom
SPSChicago RHarbridge
Foundation
Standard
Enterprise
Even SharePoint has multiple options
2007
2010
Online
On Site
Itrsquos Big Ecosystem
SPSChicago RHarbridge
Itrsquos not just a feature to feature comparison
People
Process
Technology
SPSChicago RHarbridge
So Joe does all that good research andhellip
SPSChicago RHarbridge
SharePoint is a part of his overall Enterprise Technology Plan
The Outcome
Within the overall enterprise technology plan SharePoint meets specific business
needs
What to watch out forhellipWe have to define our needs carefully if
we want to pick the right technology
Achieving Buy In and Setting Expectations
SPSChicago RHarbridge
Before we beginhellip
SPSChicago RHarbridge
Letrsquos Talk About Perceptions
SPSChicago RHarbridge
SPSChicago RHarbridge
People See Different Things
SPSChicago RHarbridge
Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order
bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Sincehellip
Awesome Not as awesome
SPSChicago RHarbridge
And Everyone in Joersquos Company uses Microsoft Officehellip
SPSChicago RHarbridge
SharePoint is the Perfect Fit
SPSChicago RHarbridge
SPSChicago RHarbridge
Map the needs of the organization to the right
technologyhellip
SPSChicago RHarbridge
Perform in depth product comparisons and evaluations
Like this onehellip
Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive
This is important as Microsoft alone has a quite a fewhellip
bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL
SharePoint is not a Silver Bullethellip
SharePoint is not a Silver Bullet at NothingButSharePointcom
SPSChicago RHarbridge
Foundation
Standard
Enterprise
Even SharePoint has multiple options
2007
2010
Online
On Site
Itrsquos Big Ecosystem
SPSChicago RHarbridge
Itrsquos not just a feature to feature comparison
People
Process
Technology
SPSChicago RHarbridge
So Joe does all that good research andhellip
SPSChicago RHarbridge
SharePoint is a part of his overall Enterprise Technology Plan
The Outcome
Within the overall enterprise technology plan SharePoint meets specific business
needs
What to watch out forhellipWe have to define our needs carefully if
we want to pick the right technology
Achieving Buy In and Setting Expectations
SPSChicago RHarbridge
Before we beginhellip
SPSChicago RHarbridge
Letrsquos Talk About Perceptions
SPSChicago RHarbridge
SPSChicago RHarbridge
People See Different Things
SPSChicago RHarbridge
Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order
bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
And Everyone in Joersquos Company uses Microsoft Officehellip
SPSChicago RHarbridge
SharePoint is the Perfect Fit
SPSChicago RHarbridge
SPSChicago RHarbridge
Map the needs of the organization to the right
technologyhellip
SPSChicago RHarbridge
Perform in depth product comparisons and evaluations
Like this onehellip
Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive
This is important as Microsoft alone has a quite a fewhellip
bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL
SharePoint is not a Silver Bullethellip
SharePoint is not a Silver Bullet at NothingButSharePointcom
SPSChicago RHarbridge
Foundation
Standard
Enterprise
Even SharePoint has multiple options
2007
2010
Online
On Site
Itrsquos Big Ecosystem
SPSChicago RHarbridge
Itrsquos not just a feature to feature comparison
People
Process
Technology
SPSChicago RHarbridge
So Joe does all that good research andhellip
SPSChicago RHarbridge
SharePoint is a part of his overall Enterprise Technology Plan
The Outcome
Within the overall enterprise technology plan SharePoint meets specific business
needs
What to watch out forhellipWe have to define our needs carefully if
we want to pick the right technology
Achieving Buy In and Setting Expectations
SPSChicago RHarbridge
Before we beginhellip
SPSChicago RHarbridge
Letrsquos Talk About Perceptions
SPSChicago RHarbridge
SPSChicago RHarbridge
People See Different Things
SPSChicago RHarbridge
Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order
bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
SharePoint is the Perfect Fit
SPSChicago RHarbridge
SPSChicago RHarbridge
Map the needs of the organization to the right
technologyhellip
SPSChicago RHarbridge
Perform in depth product comparisons and evaluations
Like this onehellip
Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive
This is important as Microsoft alone has a quite a fewhellip
bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL
SharePoint is not a Silver Bullethellip
SharePoint is not a Silver Bullet at NothingButSharePointcom
SPSChicago RHarbridge
Foundation
Standard
Enterprise
Even SharePoint has multiple options
2007
2010
Online
On Site
Itrsquos Big Ecosystem
SPSChicago RHarbridge
Itrsquos not just a feature to feature comparison
People
Process
Technology
SPSChicago RHarbridge
So Joe does all that good research andhellip
SPSChicago RHarbridge
SharePoint is a part of his overall Enterprise Technology Plan
The Outcome
Within the overall enterprise technology plan SharePoint meets specific business
needs
What to watch out forhellipWe have to define our needs carefully if
we want to pick the right technology
Achieving Buy In and Setting Expectations
SPSChicago RHarbridge
Before we beginhellip
SPSChicago RHarbridge
Letrsquos Talk About Perceptions
SPSChicago RHarbridge
SPSChicago RHarbridge
People See Different Things
SPSChicago RHarbridge
Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order
bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
SPSChicago RHarbridge
Map the needs of the organization to the right
technologyhellip
SPSChicago RHarbridge
Perform in depth product comparisons and evaluations
Like this onehellip
Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive
This is important as Microsoft alone has a quite a fewhellip
bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL
SharePoint is not a Silver Bullethellip
SharePoint is not a Silver Bullet at NothingButSharePointcom
SPSChicago RHarbridge
Foundation
Standard
Enterprise
Even SharePoint has multiple options
2007
2010
Online
On Site
Itrsquos Big Ecosystem
SPSChicago RHarbridge
Itrsquos not just a feature to feature comparison
People
Process
Technology
SPSChicago RHarbridge
So Joe does all that good research andhellip
SPSChicago RHarbridge
SharePoint is a part of his overall Enterprise Technology Plan
The Outcome
Within the overall enterprise technology plan SharePoint meets specific business
needs
What to watch out forhellipWe have to define our needs carefully if
we want to pick the right technology
Achieving Buy In and Setting Expectations
SPSChicago RHarbridge
Before we beginhellip
SPSChicago RHarbridge
Letrsquos Talk About Perceptions
SPSChicago RHarbridge
SPSChicago RHarbridge
People See Different Things
SPSChicago RHarbridge
Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order
bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Map the needs of the organization to the right
technologyhellip
SPSChicago RHarbridge
Perform in depth product comparisons and evaluations
Like this onehellip
Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive
This is important as Microsoft alone has a quite a fewhellip
bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL
SharePoint is not a Silver Bullethellip
SharePoint is not a Silver Bullet at NothingButSharePointcom
SPSChicago RHarbridge
Foundation
Standard
Enterprise
Even SharePoint has multiple options
2007
2010
Online
On Site
Itrsquos Big Ecosystem
SPSChicago RHarbridge
Itrsquos not just a feature to feature comparison
People
Process
Technology
SPSChicago RHarbridge
So Joe does all that good research andhellip
SPSChicago RHarbridge
SharePoint is a part of his overall Enterprise Technology Plan
The Outcome
Within the overall enterprise technology plan SharePoint meets specific business
needs
What to watch out forhellipWe have to define our needs carefully if
we want to pick the right technology
Achieving Buy In and Setting Expectations
SPSChicago RHarbridge
Before we beginhellip
SPSChicago RHarbridge
Letrsquos Talk About Perceptions
SPSChicago RHarbridge
SPSChicago RHarbridge
People See Different Things
SPSChicago RHarbridge
Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order
bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Perform in depth product comparisons and evaluations
Like this onehellip
Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive
This is important as Microsoft alone has a quite a fewhellip
bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL
SharePoint is not a Silver Bullethellip
SharePoint is not a Silver Bullet at NothingButSharePointcom
SPSChicago RHarbridge
Foundation
Standard
Enterprise
Even SharePoint has multiple options
2007
2010
Online
On Site
Itrsquos Big Ecosystem
SPSChicago RHarbridge
Itrsquos not just a feature to feature comparison
People
Process
Technology
SPSChicago RHarbridge
So Joe does all that good research andhellip
SPSChicago RHarbridge
SharePoint is a part of his overall Enterprise Technology Plan
The Outcome
Within the overall enterprise technology plan SharePoint meets specific business
needs
What to watch out forhellipWe have to define our needs carefully if
we want to pick the right technology
Achieving Buy In and Setting Expectations
SPSChicago RHarbridge
Before we beginhellip
SPSChicago RHarbridge
Letrsquos Talk About Perceptions
SPSChicago RHarbridge
SPSChicago RHarbridge
People See Different Things
SPSChicago RHarbridge
Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order
bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
Like this onehellip
Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive
This is important as Microsoft alone has a quite a fewhellip
bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL
SharePoint is not a Silver Bullethellip
SharePoint is not a Silver Bullet at NothingButSharePointcom
SPSChicago RHarbridge
Foundation
Standard
Enterprise
Even SharePoint has multiple options
2007
2010
Online
On Site
Itrsquos Big Ecosystem
SPSChicago RHarbridge
Itrsquos not just a feature to feature comparison
People
Process
Technology
SPSChicago RHarbridge
So Joe does all that good research andhellip
SPSChicago RHarbridge
SharePoint is a part of his overall Enterprise Technology Plan
The Outcome
Within the overall enterprise technology plan SharePoint meets specific business
needs
What to watch out forhellipWe have to define our needs carefully if
we want to pick the right technology
Achieving Buy In and Setting Expectations
SPSChicago RHarbridge
Before we beginhellip
SPSChicago RHarbridge
Letrsquos Talk About Perceptions
SPSChicago RHarbridge
SPSChicago RHarbridge
People See Different Things
SPSChicago RHarbridge
Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order
bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
This is important as Microsoft alone has a quite a fewhellip
bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL
SharePoint is not a Silver Bullethellip
SharePoint is not a Silver Bullet at NothingButSharePointcom
SPSChicago RHarbridge
Foundation
Standard
Enterprise
Even SharePoint has multiple options
2007
2010
Online
On Site
Itrsquos Big Ecosystem
SPSChicago RHarbridge
Itrsquos not just a feature to feature comparison
People
Process
Technology
SPSChicago RHarbridge
So Joe does all that good research andhellip
SPSChicago RHarbridge
SharePoint is a part of his overall Enterprise Technology Plan
The Outcome
Within the overall enterprise technology plan SharePoint meets specific business
needs
What to watch out forhellipWe have to define our needs carefully if
we want to pick the right technology
Achieving Buy In and Setting Expectations
SPSChicago RHarbridge
Before we beginhellip
SPSChicago RHarbridge
Letrsquos Talk About Perceptions
SPSChicago RHarbridge
SPSChicago RHarbridge
People See Different Things
SPSChicago RHarbridge
Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order
bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SharePoint is not a Silver Bullethellip
SharePoint is not a Silver Bullet at NothingButSharePointcom
SPSChicago RHarbridge
Foundation
Standard
Enterprise
Even SharePoint has multiple options
2007
2010
Online
On Site
Itrsquos Big Ecosystem
SPSChicago RHarbridge
Itrsquos not just a feature to feature comparison
People
Process
Technology
SPSChicago RHarbridge
So Joe does all that good research andhellip
SPSChicago RHarbridge
SharePoint is a part of his overall Enterprise Technology Plan
The Outcome
Within the overall enterprise technology plan SharePoint meets specific business
needs
What to watch out forhellipWe have to define our needs carefully if
we want to pick the right technology
Achieving Buy In and Setting Expectations
SPSChicago RHarbridge
Before we beginhellip
SPSChicago RHarbridge
Letrsquos Talk About Perceptions
SPSChicago RHarbridge
SPSChicago RHarbridge
People See Different Things
SPSChicago RHarbridge
Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order
bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Foundation
Standard
Enterprise
Even SharePoint has multiple options
2007
2010
Online
On Site
Itrsquos Big Ecosystem
SPSChicago RHarbridge
Itrsquos not just a feature to feature comparison
People
Process
Technology
SPSChicago RHarbridge
So Joe does all that good research andhellip
SPSChicago RHarbridge
SharePoint is a part of his overall Enterprise Technology Plan
The Outcome
Within the overall enterprise technology plan SharePoint meets specific business
needs
What to watch out forhellipWe have to define our needs carefully if
we want to pick the right technology
Achieving Buy In and Setting Expectations
SPSChicago RHarbridge
Before we beginhellip
SPSChicago RHarbridge
Letrsquos Talk About Perceptions
SPSChicago RHarbridge
SPSChicago RHarbridge
People See Different Things
SPSChicago RHarbridge
Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order
bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
Itrsquos Big Ecosystem
SPSChicago RHarbridge
Itrsquos not just a feature to feature comparison
People
Process
Technology
SPSChicago RHarbridge
So Joe does all that good research andhellip
SPSChicago RHarbridge
SharePoint is a part of his overall Enterprise Technology Plan
The Outcome
Within the overall enterprise technology plan SharePoint meets specific business
needs
What to watch out forhellipWe have to define our needs carefully if
we want to pick the right technology
Achieving Buy In and Setting Expectations
SPSChicago RHarbridge
Before we beginhellip
SPSChicago RHarbridge
Letrsquos Talk About Perceptions
SPSChicago RHarbridge
SPSChicago RHarbridge
People See Different Things
SPSChicago RHarbridge
Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order
bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Itrsquos not just a feature to feature comparison
People
Process
Technology
SPSChicago RHarbridge
So Joe does all that good research andhellip
SPSChicago RHarbridge
SharePoint is a part of his overall Enterprise Technology Plan
The Outcome
Within the overall enterprise technology plan SharePoint meets specific business
needs
What to watch out forhellipWe have to define our needs carefully if
we want to pick the right technology
Achieving Buy In and Setting Expectations
SPSChicago RHarbridge
Before we beginhellip
SPSChicago RHarbridge
Letrsquos Talk About Perceptions
SPSChicago RHarbridge
SPSChicago RHarbridge
People See Different Things
SPSChicago RHarbridge
Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order
bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
So Joe does all that good research andhellip
SPSChicago RHarbridge
SharePoint is a part of his overall Enterprise Technology Plan
The Outcome
Within the overall enterprise technology plan SharePoint meets specific business
needs
What to watch out forhellipWe have to define our needs carefully if
we want to pick the right technology
Achieving Buy In and Setting Expectations
SPSChicago RHarbridge
Before we beginhellip
SPSChicago RHarbridge
Letrsquos Talk About Perceptions
SPSChicago RHarbridge
SPSChicago RHarbridge
People See Different Things
SPSChicago RHarbridge
Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order
bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
SharePoint is a part of his overall Enterprise Technology Plan
The Outcome
Within the overall enterprise technology plan SharePoint meets specific business
needs
What to watch out forhellipWe have to define our needs carefully if
we want to pick the right technology
Achieving Buy In and Setting Expectations
SPSChicago RHarbridge
Before we beginhellip
SPSChicago RHarbridge
Letrsquos Talk About Perceptions
SPSChicago RHarbridge
SPSChicago RHarbridge
People See Different Things
SPSChicago RHarbridge
Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order
bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
The Outcome
Within the overall enterprise technology plan SharePoint meets specific business
needs
What to watch out forhellipWe have to define our needs carefully if
we want to pick the right technology
Achieving Buy In and Setting Expectations
SPSChicago RHarbridge
Before we beginhellip
SPSChicago RHarbridge
Letrsquos Talk About Perceptions
SPSChicago RHarbridge
SPSChicago RHarbridge
People See Different Things
SPSChicago RHarbridge
Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order
bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
What to watch out forhellipWe have to define our needs carefully if
we want to pick the right technology
Achieving Buy In and Setting Expectations
SPSChicago RHarbridge
Before we beginhellip
SPSChicago RHarbridge
Letrsquos Talk About Perceptions
SPSChicago RHarbridge
SPSChicago RHarbridge
People See Different Things
SPSChicago RHarbridge
Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order
bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
Achieving Buy In and Setting Expectations
SPSChicago RHarbridge
Before we beginhellip
SPSChicago RHarbridge
Letrsquos Talk About Perceptions
SPSChicago RHarbridge
SPSChicago RHarbridge
People See Different Things
SPSChicago RHarbridge
Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order
bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Before we beginhellip
SPSChicago RHarbridge
Letrsquos Talk About Perceptions
SPSChicago RHarbridge
SPSChicago RHarbridge
People See Different Things
SPSChicago RHarbridge
Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order
bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Letrsquos Talk About Perceptions
SPSChicago RHarbridge
SPSChicago RHarbridge
People See Different Things
SPSChicago RHarbridge
Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order
bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
SPSChicago RHarbridge
People See Different Things
SPSChicago RHarbridge
Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order
bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
People See Different Things
SPSChicago RHarbridge
Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order
bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order
bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Two Key Groups Must Buy In and Have The Right Expectations
IT Services Decision Makers
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
What is the most important thing to IT Services
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
COST OF OWNERSHIP
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
What are some ways we can convince IT Services
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
BPC11 RHarbridge
The Main Point of Implementing SharePoint SharePoint eventually allows Business Users to
develop and implement business solutions that use technology without ITrsquos direct involvement
SharePoint and IT
Enable Solutions
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
BPC11 RHarbridge
When I Say ldquoSharePoint Integrationrdquo You Probably Think Of This
Secondary (But Important) Points SharePointrsquos integration with technologies you
already use and itrsquos extendibility are invaluable
SharePoint and IT
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
BPC11 RHarbridge
The Reality IT struggles with supporting another technology
SharePoint and IT
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInformation
Explain Information Overload
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business Intelligence
Personalization
Records Management
Information
Search
Collaboration
ManagementControl
Process
Explain Platform Benefits
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
What is the most important thing to Decision Makers
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
Add Value To Business
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
What are some ways we can convince Decision Makers
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Add Value (Decision Makers)The Biggest Point to Share is
SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making
The Reality
Business Objectives are often not specific enough to be achievable
It takes time and investment to reach the point all managers and executives want
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Prioritize and Plan
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Map Solutions to ObjectivesCentralize Knowledge and Resources
Enhance Collaboration
Automate and Improve Business Processes
Enhance Governance Model
Reduce Redundancy and Improve Efficiency
Adjust Site Structure and Taxonomy
Migrate File Shares
Create Dashboards
Implement Workflow Solutions
Configure Search Services
Branding
Direct Relationship Indirect Relationship
Objectivessolutions should be more specific ndash Example purposes only
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Whatrsquos the expectation we have to set
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
It Takes Time
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
SharePoint Solutions (Evolution)
Super Simplified
Business Intelligence
Driven
Business Process Driven
Collaboration Driven
Information Driven
Communication Collaboration Workflow Auditing
Reporting
Dashboards
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
The Outcome
Joe has achieved momentum and buy in
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
What to watch out forhellipJoe must carefully manage expectations
and maintain the momentum
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
Determining and Supporting ROI
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
How do we get here
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
Show expected cost and return over multiple time periods
Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future
Evaluating With Discounted Cash Flow
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Evaluating with Real Options Analysis
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Evaluating with Monte Carlo Analysis
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
This is kind of boringhellip
There are different ways of calculating ROI
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
There are really only two ways of using ROI
1 For Prioritization
2 To Improve Return
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can do it
1 For Prioritization
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)
I have an easy requirement Itrsquos a 2 in difficulty (out of 10)
The expected value of the difficult requirement is 4 (out of 10)
The expected value of the easy requirement is 6 (out of 10)
Estimated ValueEstimated Difficulty
1 For Prioritization
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
ROI (traditionally) Measures Financial Impact
2 To Improve Return
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo
WebsiteIntranet Visitors
Increased Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved RelationshipsSTILL IMPORTANT
2 To Improve Return
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Example of Non-Financial Measurement
2 To Improve Return
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
SharePoint Deployment Planning Services (SDPS)
httpswwwpartnersdpscomPagesToolsSupportaspx
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
MEASURE THE RIGHT
THING
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
What you donrsquot want
Donrsquot lose perspective
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
The OutcomeJoe is measuring effort effectively to
better prioritize or to improve return on investment
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
What to watch out forhellipFear of bad estimation leading to not
estimating at all Vaguely right is better than precisely wrong
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
Implementing Successful Governance
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
What is Governance
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
GOVERNANCE IS REQUIRED
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Without effective governanceorganization performance and
capability are significantly reduced
What does that mean
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Without Governance
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
So how do we do it
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Teamwork is KeyThere are typically 5 teams for SharePoint Governance
Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams
Tactical Operations Team
Tactical Development Team
Tactical Support Team
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow
Tactical Team Operations
Development
Support
Strategy Team Business
Technical
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
Identify patternsPlan for patternsExecute patterns
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
I think I see a Pattern
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Executing Governance
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
No Single ldquoApproachrdquo
Projects
Tasks
Communities
Practices
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)
ObjectivesPriorities (TechBusiness)
Governance Outcomes
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement
Our primary unified application delivery platform
Our primary workflowbusiness process automation platform
Our intranet and communication center for internal corporate communications
hellip
SharePoint will behellip
Our (external) web content management platform
Our primary document management platform
Our contact management platform
hellip
SharePoint will not behellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule
Operations Outcomes
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule
Development Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip
Support Outcomes
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management
Support Outcomes
SharePoint Standards Online
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Governance Checklist
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
TechNet Community and More
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
are
Use them
FRAMEWORKS
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
Governance Classification Triangle
Above The Line versus Below The Line
Permanent central portal- Few authorsMany readers
DepartmentalSites
Projects amp Workspaces
My Sites
Communication Portalbull Central navigation bull Central taxonomybull Divisional stakeholdersbull Enterprise search
Personal
CollaborationbullLocal taxonomiesbullLocal search
Departmental Sitesbull Departmentsbull Resourcesbull Business Processes- Few authorsMany readers
Semi Structured Team sites- Multiple authors
Blogs bios Social
CentralPortal
Incr
easi
ng S
tric
tnes
s of
Gov
erna
nce
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
COBIT Framework
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
Microsoft Operations Framework (MOF)
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
With Governance
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
The OutcomeEveryone Achieves a Shared Understanding
of SharePoint Related Processes
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
What to watch out forhellipNot just documents policies and
procedures It is an active and ongoing process
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
Approaching and Supporting SharePoint
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
What is the best approach for SharePoint Implementations
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
ITERATIVE APPROACH
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping
and for proof of concept work It ensures there is enough time to
review adjust and communicate
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridgeImage from Paul Culmsee
Opportunistic Driven Learning
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Communication Planning
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Will act as a binding agreement (forces you to carry through)
Helps keep communication focused Helps prevent unwanted surprises
The Communication Plan
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Support Planning
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Donrsquot forget you arenrsquot superman
(Sorry Joe)
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning LibrariesOnlineHelp
(You canrsquot know everything)
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Measure SupportLearn and use data to be proactive
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Diversify Support resourcesmediums
Books and Manuals Online
MSDN
TechNet
Blogs
Cheat Sheets One on One Classroom Training
Forums
Help
Etc
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Avoid too much too fastKeep it simple
Itrsquos like learning to drive
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
IS
Use them
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Productivity Hub
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Support Tiphellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
RESPONDYou never want to give the IT busy
signal or support busy signal
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
The OutcomeSharePoint is supported effectively
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
What to watch out forhellipThe training and support can be
costly in time and resources
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
Improved User Adoption
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
How do we get successful User Adoption
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
USERS MUST UNDERSTAND
THE VALUE
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Successful User Adoption Requireshellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
Do a video like this onehellip
SPSChicago RHarbridge
High Availability Mobility and Accessibility also lead to better
User Adoption
SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More
SPSChicago RHarbridge
Cultivate and promote the right culture
SPSChicago RHarbridge
Create an Identity and Brand
Branding should make it easier and more effective
Consistency Across User Environments
Modify Provisioned Site (or Templates) Based on Need
SPSChicago RHarbridge
Make it Fun
Hold Contests Scavenger Hunts and Other Activities
SPSChicago RHarbridgeItrsquos okay to be proud
Say ldquoThank Yourdquo
SPSChicago RHarbridge
Reward super users with achievements
Then promote the desire to get rewards
SPSChicago RHarbridge
Create a SharePoint Showcase
Where users submit and show off
their SharePoint ldquoSolutionsrdquo
Good Idea
SPSChicago RHarbridge
Make it easier to work with
SPSChicago RHarbridge
Make it easier to work with
Powerful Columns You Probably Didnrsquot Know About
SPSChicago RHarbridge
Make it easier to work with
Why Leveraging SharePoint Blog Features for News is a Great Idea
SPSChicago RHarbridge
The OutcomeSharePoint is successfully adopted by a large
enough group of users to be deemed successful
What to watch out forhellipThe build it they will come approach
will not work alone
Planning for New Work and Growth
SPSChicago RHarbridge
What about New Work amp Growth
SPSChicago RHarbridge
Know your limits
SPSChicago RHarbridge
Grow your team
SPSChicago RHarbridge
Know your team and needs Developers(s)
Administrators(s)
Architect(s)
Business Analyst(s)
Project Manager(s)
Site Administrator(s)
Super Users(s)
Trainer(s)
SPSChicago RHarbridge
Cultivate new work Itrsquos a good thing
This boosts user adoption (More functionality and dependency over time)
The OutcomeThe SharePoint Implementation continues to
grow expand and provide more value
What to watch out forhellipYou need to plan support for new
workrequests otherwise people will lose confidence
So being successful requireshellip
Understanding the non technical as well as the technical
1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth
1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities
Success Factorshellip
Thank You Organizers Sponsors and You for Making this Possible
Questions Ideas Feedback Contact me
Twitter rharbridge
Blog wwwrharbridgecom
LinkedIn wwwlinkedincominrharbridge
Email me at richardrharbridgecom
My company wwwAllincom
- Future Proofing Your SharePoint Success
- Slide 2
- Understanding the Non Technical
- Our Goal Todayhellip
- Slide 6
- Slide 7
- Slide 8
- Slide 9
- Slide 10
- Slide 11
- Slide 12
- Slide 13
- Slide 14
- Slide 15
- Slide 16
- Slide 17
- Slide 18
- Slide 19
- Slide 20
- Slide 21
- Slide 22
- Slide 23
- Itrsquos Big Ecosystem
- Slide 25
- Slide 26
- Slide 27
- Slide 28
- Slide 29
- Slide 30
- Slide 31
- Slide 32
- Slide 33
- Slide 34
- Slide 35
- Slide 36
- Slide 37
- Slide 38
- Slide 39
- Slide 40
- Slide 41
- Slide 42
- Explain Information Overload
- Explain Platform Benefits
- Slide 45
- Slide 46
- Slide 47
- Add Value (Decision Makers)
- Prioritize and Plan
- Map Solutions to Objectives
- Slide 51
- Slide 52
- SharePoint Solutions (Evolution)
- Slide 54
- Slide 55
- Slide 56
- How do we get here
- Evaluating With Discounted Cash Flow
- Slide 59
- Slide 60
- Slide 61
- Slide 62
- Slide 63
- Examples
- Slide 65
- Slide 66
- Example of Non-Financial Measurement
- Slide 68
- Slide 69
- Slide 71
- Slide 72
- What you donrsquot want
- Slide 74
- Slide 75
- Slide 76
- Slide 77
- Slide 78
- Slide 79
- Slide 80
- Slide 81
- Teamwork is Key
- Alternative Teams
- Slide 84
- Slide 85
- Executing Governance
- Slide 87
- Governance Outcomes
- Slide 89
- Operations Outcomes
- Development Outcomes
- Support Outcomes
- Support Outcomes (2)
- Slide 94
- Governance Checklist
- TechNet Community and More
- Slide 97
- Governance Classification Triangle
- ITIL Framework
- COBIT Framework
- Microsoft Operations Framework (MOF)
- Slide 102
- Slide 103
- Slide 104
- Slide 105
- Slide 106
- Slide 107
- Slide 108
- Opportunistic Driven Learning
- Slide 110
- Slide 111
- Slide 112
- Slide 113
- Slide 114
- Slide 115
- Slide 116
- Slide 117
- Slide 119
- Slide 120
- Productivity Hub
- Slide 122
- Slide 123
- Slide 124
- Slide 125
- Slide 126
- Slide 127
- Slide 128
- Slide 129
- Slide 130
- Slide 131
- Slide 132
- Slide 133
- Slide 135
- Slide 137
- Slide 138
- Slide 139
- Slide 140
- Slide 141
- Slide 142
- Slide 143
- Slide 144
- Slide 145
- Slide 146
- Slide 147
- Slide 149
- Slide 150
- Slide 151
- Slide 152
- Slide 153
- Slide 154
- So being successful requireshellip
- Success Factorshellip
- Thank You Organizers Sponsors and You for Making this Possibl
-
SPSChicago RHarbridge
Cultivate and promote the right culture
SPSChicago RHarbridge
Create an Identity and Brand
Branding should make it easier and more effective
Consistency Across User Environments
Modify Provisioned Site (or Templates) Based on Need
SPSChicago RHarbridge
Make it Fun
Hold Contests Scavenger Hunts and Other Activities
SPSChicago RHarbridgeItrsquos okay to be proud
Say ldquoThank Yourdquo
SPSChicago RHarbridge
Reward super users with achievements
Then promote the desire to get rewards
SPSChicago RHarbridge
Create a SharePoint Showcase
Where users submit and show off
their SharePoint ldquoSolutionsrdquo
Good Idea
SPSChicago RHarbridge
Make it easier to work with
SPSChicago RHarbridge
Make it easier to work with
Powerful Columns You Probably Didnrsquot Know About
SPSChicago RHarbridge
Make it easier to work with
Why Leveraging SharePoint Blog Features for News is a Great Idea
SPSChicago RHarbridge
The OutcomeSharePoint is successfully adopted by a large
enough group of users to be deemed successful
What to watch out forhellipThe build it they will come approach
will not work alone
Planning for New Work and Growth
SPSChicago RHarbridge
What about New Work amp Growth
SPSChicago RHarbridge
Know your limits
SPSChicago RHarbridge
Grow your team
SPSChicago RHarbridge
Know your team and needs Developers(s)
Administrators(s)
Architect(s)
Business Analyst(s)
Project Manager(s)
Site Administrator(s)
Super Users(s)
Trainer(s)
SPSChicago RHarbridge
Cultivate new work Itrsquos a good thing
This boosts user adoption (More functionality and dependency over time)
The OutcomeThe SharePoint Implementation continues to
grow expand and provide more value
What to watch out forhellipYou need to plan support for new
workrequests otherwise people will lose confidence
So being successful requireshellip
Understanding the non technical as well as the technical
1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth
1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities
Success Factorshellip
Thank You Organizers Sponsors and You for Making this Possible
Questions Ideas Feedback Contact me
Twitter rharbridge
Blog wwwrharbridgecom
LinkedIn wwwlinkedincominrharbridge
Email me at richardrharbridgecom
My company wwwAllincom
- Future Proofing Your SharePoint Success
- Slide 2
- Understanding the Non Technical
- Our Goal Todayhellip
- Slide 6
- Slide 7
- Slide 8
- Slide 9
- Slide 10
- Slide 11
- Slide 12
- Slide 13
- Slide 14
- Slide 15
- Slide 16
- Slide 17
- Slide 18
- Slide 19
- Slide 20
- Slide 21
- Slide 22
- Slide 23
- Itrsquos Big Ecosystem
- Slide 25
- Slide 26
- Slide 27
- Slide 28
- Slide 29
- Slide 30
- Slide 31
- Slide 32
- Slide 33
- Slide 34
- Slide 35
- Slide 36
- Slide 37
- Slide 38
- Slide 39
- Slide 40
- Slide 41
- Slide 42
- Explain Information Overload
- Explain Platform Benefits
- Slide 45
- Slide 46
- Slide 47
- Add Value (Decision Makers)
- Prioritize and Plan
- Map Solutions to Objectives
- Slide 51
- Slide 52
- SharePoint Solutions (Evolution)
- Slide 54
- Slide 55
- Slide 56
- How do we get here
- Evaluating With Discounted Cash Flow
- Slide 59
- Slide 60
- Slide 61
- Slide 62
- Slide 63
- Examples
- Slide 65
- Slide 66
- Example of Non-Financial Measurement
- Slide 68
- Slide 69
- Slide 71
- Slide 72
- What you donrsquot want
- Slide 74
- Slide 75
- Slide 76
- Slide 77
- Slide 78
- Slide 79
- Slide 80
- Slide 81
- Teamwork is Key
- Alternative Teams
- Slide 84
- Slide 85
- Executing Governance
- Slide 87
- Governance Outcomes
- Slide 89
- Operations Outcomes
- Development Outcomes
- Support Outcomes
- Support Outcomes (2)
- Slide 94
- Governance Checklist
- TechNet Community and More
- Slide 97
- Governance Classification Triangle
- ITIL Framework
- COBIT Framework
- Microsoft Operations Framework (MOF)
- Slide 102
- Slide 103
- Slide 104
- Slide 105
- Slide 106
- Slide 107
- Slide 108
- Opportunistic Driven Learning
- Slide 110
- Slide 111
- Slide 112
- Slide 113
- Slide 114
- Slide 115
- Slide 116
- Slide 117
- Slide 119
- Slide 120
- Productivity Hub
- Slide 122
- Slide 123
- Slide 124
- Slide 125
- Slide 126
- Slide 127
- Slide 128
- Slide 129
- Slide 130
- Slide 131
- Slide 132
- Slide 133
- Slide 135
- Slide 137
- Slide 138
- Slide 139
- Slide 140
- Slide 141
- Slide 142
- Slide 143
- Slide 144
- Slide 145
- Slide 146
- Slide 147
- Slide 149
- Slide 150
- Slide 151
- Slide 152
- Slide 153
- Slide 154
- So being successful requireshellip
- Success Factorshellip
- Thank You Organizers Sponsors and You for Making this Possibl
-
SPSChicago RHarbridge
Create an Identity and Brand
Branding should make it easier and more effective
Consistency Across User Environments
Modify Provisioned Site (or Templates) Based on Need
SPSChicago RHarbridge
Make it Fun
Hold Contests Scavenger Hunts and Other Activities
SPSChicago RHarbridgeItrsquos okay to be proud
Say ldquoThank Yourdquo
SPSChicago RHarbridge
Reward super users with achievements
Then promote the desire to get rewards
SPSChicago RHarbridge
Create a SharePoint Showcase
Where users submit and show off
their SharePoint ldquoSolutionsrdquo
Good Idea
SPSChicago RHarbridge
Make it easier to work with
SPSChicago RHarbridge
Make it easier to work with
Powerful Columns You Probably Didnrsquot Know About
SPSChicago RHarbridge
Make it easier to work with
Why Leveraging SharePoint Blog Features for News is a Great Idea
SPSChicago RHarbridge
The OutcomeSharePoint is successfully adopted by a large
enough group of users to be deemed successful
What to watch out forhellipThe build it they will come approach
will not work alone
Planning for New Work and Growth
SPSChicago RHarbridge
What about New Work amp Growth
SPSChicago RHarbridge
Know your limits
SPSChicago RHarbridge
Grow your team
SPSChicago RHarbridge
Know your team and needs Developers(s)
Administrators(s)
Architect(s)
Business Analyst(s)
Project Manager(s)
Site Administrator(s)
Super Users(s)
Trainer(s)
SPSChicago RHarbridge
Cultivate new work Itrsquos a good thing
This boosts user adoption (More functionality and dependency over time)
The OutcomeThe SharePoint Implementation continues to
grow expand and provide more value
What to watch out forhellipYou need to plan support for new
workrequests otherwise people will lose confidence
So being successful requireshellip
Understanding the non technical as well as the technical
1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth
1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities
Success Factorshellip
Thank You Organizers Sponsors and You for Making this Possible
Questions Ideas Feedback Contact me
Twitter rharbridge
Blog wwwrharbridgecom
LinkedIn wwwlinkedincominrharbridge
Email me at richardrharbridgecom
My company wwwAllincom
- Future Proofing Your SharePoint Success
- Slide 2
- Understanding the Non Technical
- Our Goal Todayhellip
- Slide 6
- Slide 7
- Slide 8
- Slide 9
- Slide 10
- Slide 11
- Slide 12
- Slide 13
- Slide 14
- Slide 15
- Slide 16
- Slide 17
- Slide 18
- Slide 19
- Slide 20
- Slide 21
- Slide 22
- Slide 23
- Itrsquos Big Ecosystem
- Slide 25
- Slide 26
- Slide 27
- Slide 28
- Slide 29
- Slide 30
- Slide 31
- Slide 32
- Slide 33
- Slide 34
- Slide 35
- Slide 36
- Slide 37
- Slide 38
- Slide 39
- Slide 40
- Slide 41
- Slide 42
- Explain Information Overload
- Explain Platform Benefits
- Slide 45
- Slide 46
- Slide 47
- Add Value (Decision Makers)
- Prioritize and Plan
- Map Solutions to Objectives
- Slide 51
- Slide 52
- SharePoint Solutions (Evolution)
- Slide 54
- Slide 55
- Slide 56
- How do we get here
- Evaluating With Discounted Cash Flow
- Slide 59
- Slide 60
- Slide 61
- Slide 62
- Slide 63
- Examples
- Slide 65
- Slide 66
- Example of Non-Financial Measurement
- Slide 68
- Slide 69
- Slide 71
- Slide 72
- What you donrsquot want
- Slide 74
- Slide 75
- Slide 76
- Slide 77
- Slide 78
- Slide 79
- Slide 80
- Slide 81
- Teamwork is Key
- Alternative Teams
- Slide 84
- Slide 85
- Executing Governance
- Slide 87
- Governance Outcomes
- Slide 89
- Operations Outcomes
- Development Outcomes
- Support Outcomes
- Support Outcomes (2)
- Slide 94
- Governance Checklist
- TechNet Community and More
- Slide 97
- Governance Classification Triangle
- ITIL Framework
- COBIT Framework
- Microsoft Operations Framework (MOF)
- Slide 102
- Slide 103
- Slide 104
- Slide 105
- Slide 106
- Slide 107
- Slide 108
- Opportunistic Driven Learning
- Slide 110
- Slide 111
- Slide 112
- Slide 113
- Slide 114
- Slide 115
- Slide 116
- Slide 117
- Slide 119
- Slide 120
- Productivity Hub
- Slide 122
- Slide 123
- Slide 124
- Slide 125
- Slide 126
- Slide 127
- Slide 128
- Slide 129
- Slide 130
- Slide 131
- Slide 132
- Slide 133
- Slide 135
- Slide 137
- Slide 138
- Slide 139
- Slide 140
- Slide 141
- Slide 142
- Slide 143
- Slide 144
- Slide 145
- Slide 146
- Slide 147
- Slide 149
- Slide 150
- Slide 151
- Slide 152
- Slide 153
- Slide 154
- So being successful requireshellip
- Success Factorshellip
- Thank You Organizers Sponsors and You for Making this Possibl
-
SPSChicago RHarbridge
Make it Fun
Hold Contests Scavenger Hunts and Other Activities
SPSChicago RHarbridgeItrsquos okay to be proud
Say ldquoThank Yourdquo
SPSChicago RHarbridge
Reward super users with achievements
Then promote the desire to get rewards
SPSChicago RHarbridge
Create a SharePoint Showcase
Where users submit and show off
their SharePoint ldquoSolutionsrdquo
Good Idea
SPSChicago RHarbridge
Make it easier to work with
SPSChicago RHarbridge
Make it easier to work with
Powerful Columns You Probably Didnrsquot Know About
SPSChicago RHarbridge
Make it easier to work with
Why Leveraging SharePoint Blog Features for News is a Great Idea
SPSChicago RHarbridge
The OutcomeSharePoint is successfully adopted by a large
enough group of users to be deemed successful
What to watch out forhellipThe build it they will come approach
will not work alone
Planning for New Work and Growth
SPSChicago RHarbridge
What about New Work amp Growth
SPSChicago RHarbridge
Know your limits
SPSChicago RHarbridge
Grow your team
SPSChicago RHarbridge
Know your team and needs Developers(s)
Administrators(s)
Architect(s)
Business Analyst(s)
Project Manager(s)
Site Administrator(s)
Super Users(s)
Trainer(s)
SPSChicago RHarbridge
Cultivate new work Itrsquos a good thing
This boosts user adoption (More functionality and dependency over time)
The OutcomeThe SharePoint Implementation continues to
grow expand and provide more value
What to watch out forhellipYou need to plan support for new
workrequests otherwise people will lose confidence
So being successful requireshellip
Understanding the non technical as well as the technical
1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth
1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities
Success Factorshellip
Thank You Organizers Sponsors and You for Making this Possible
Questions Ideas Feedback Contact me
Twitter rharbridge
Blog wwwrharbridgecom
LinkedIn wwwlinkedincominrharbridge
Email me at richardrharbridgecom
My company wwwAllincom
- Future Proofing Your SharePoint Success
- Slide 2
- Understanding the Non Technical
- Our Goal Todayhellip
- Slide 6
- Slide 7
- Slide 8
- Slide 9
- Slide 10
- Slide 11
- Slide 12
- Slide 13
- Slide 14
- Slide 15
- Slide 16
- Slide 17
- Slide 18
- Slide 19
- Slide 20
- Slide 21
- Slide 22
- Slide 23
- Itrsquos Big Ecosystem
- Slide 25
- Slide 26
- Slide 27
- Slide 28
- Slide 29
- Slide 30
- Slide 31
- Slide 32
- Slide 33
- Slide 34
- Slide 35
- Slide 36
- Slide 37
- Slide 38
- Slide 39
- Slide 40
- Slide 41
- Slide 42
- Explain Information Overload
- Explain Platform Benefits
- Slide 45
- Slide 46
- Slide 47
- Add Value (Decision Makers)
- Prioritize and Plan
- Map Solutions to Objectives
- Slide 51
- Slide 52
- SharePoint Solutions (Evolution)
- Slide 54
- Slide 55
- Slide 56
- How do we get here
- Evaluating With Discounted Cash Flow
- Slide 59
- Slide 60
- Slide 61
- Slide 62
- Slide 63
- Examples
- Slide 65
- Slide 66
- Example of Non-Financial Measurement
- Slide 68
- Slide 69
- Slide 71
- Slide 72
- What you donrsquot want
- Slide 74
- Slide 75
- Slide 76
- Slide 77
- Slide 78
- Slide 79
- Slide 80
- Slide 81
- Teamwork is Key
- Alternative Teams
- Slide 84
- Slide 85
- Executing Governance
- Slide 87
- Governance Outcomes
- Slide 89
- Operations Outcomes
- Development Outcomes
- Support Outcomes
- Support Outcomes (2)
- Slide 94
- Governance Checklist
- TechNet Community and More
- Slide 97
- Governance Classification Triangle
- ITIL Framework
- COBIT Framework
- Microsoft Operations Framework (MOF)
- Slide 102
- Slide 103
- Slide 104
- Slide 105
- Slide 106
- Slide 107
- Slide 108
- Opportunistic Driven Learning
- Slide 110
- Slide 111
- Slide 112
- Slide 113
- Slide 114
- Slide 115
- Slide 116
- Slide 117
- Slide 119
- Slide 120
- Productivity Hub
- Slide 122
- Slide 123
- Slide 124
- Slide 125
- Slide 126
- Slide 127
- Slide 128
- Slide 129
- Slide 130
- Slide 131
- Slide 132
- Slide 133
- Slide 135
- Slide 137
- Slide 138
- Slide 139
- Slide 140
- Slide 141
- Slide 142
- Slide 143
- Slide 144
- Slide 145
- Slide 146
- Slide 147
- Slide 149
- Slide 150
- Slide 151
- Slide 152
- Slide 153
- Slide 154
- So being successful requireshellip
- Success Factorshellip
- Thank You Organizers Sponsors and You for Making this Possibl
-
SPSChicago RHarbridgeItrsquos okay to be proud
Say ldquoThank Yourdquo
SPSChicago RHarbridge
Reward super users with achievements
Then promote the desire to get rewards
SPSChicago RHarbridge
Create a SharePoint Showcase
Where users submit and show off
their SharePoint ldquoSolutionsrdquo
Good Idea
SPSChicago RHarbridge
Make it easier to work with
SPSChicago RHarbridge
Make it easier to work with
Powerful Columns You Probably Didnrsquot Know About
SPSChicago RHarbridge
Make it easier to work with
Why Leveraging SharePoint Blog Features for News is a Great Idea
SPSChicago RHarbridge
The OutcomeSharePoint is successfully adopted by a large
enough group of users to be deemed successful
What to watch out forhellipThe build it they will come approach
will not work alone
Planning for New Work and Growth
SPSChicago RHarbridge
What about New Work amp Growth
SPSChicago RHarbridge
Know your limits
SPSChicago RHarbridge
Grow your team
SPSChicago RHarbridge
Know your team and needs Developers(s)
Administrators(s)
Architect(s)
Business Analyst(s)
Project Manager(s)
Site Administrator(s)
Super Users(s)
Trainer(s)
SPSChicago RHarbridge
Cultivate new work Itrsquos a good thing
This boosts user adoption (More functionality and dependency over time)
The OutcomeThe SharePoint Implementation continues to
grow expand and provide more value
What to watch out forhellipYou need to plan support for new
workrequests otherwise people will lose confidence
So being successful requireshellip
Understanding the non technical as well as the technical
1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth
1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities
Success Factorshellip
Thank You Organizers Sponsors and You for Making this Possible
Questions Ideas Feedback Contact me
Twitter rharbridge
Blog wwwrharbridgecom
LinkedIn wwwlinkedincominrharbridge
Email me at richardrharbridgecom
My company wwwAllincom
- Future Proofing Your SharePoint Success
- Slide 2
- Understanding the Non Technical
- Our Goal Todayhellip
- Slide 6
- Slide 7
- Slide 8
- Slide 9
- Slide 10
- Slide 11
- Slide 12
- Slide 13
- Slide 14
- Slide 15
- Slide 16
- Slide 17
- Slide 18
- Slide 19
- Slide 20
- Slide 21
- Slide 22
- Slide 23
- Itrsquos Big Ecosystem
- Slide 25
- Slide 26
- Slide 27
- Slide 28
- Slide 29
- Slide 30
- Slide 31
- Slide 32
- Slide 33
- Slide 34
- Slide 35
- Slide 36
- Slide 37
- Slide 38
- Slide 39
- Slide 40
- Slide 41
- Slide 42
- Explain Information Overload
- Explain Platform Benefits
- Slide 45
- Slide 46
- Slide 47
- Add Value (Decision Makers)
- Prioritize and Plan
- Map Solutions to Objectives
- Slide 51
- Slide 52
- SharePoint Solutions (Evolution)
- Slide 54
- Slide 55
- Slide 56
- How do we get here
- Evaluating With Discounted Cash Flow
- Slide 59
- Slide 60
- Slide 61
- Slide 62
- Slide 63
- Examples
- Slide 65
- Slide 66
- Example of Non-Financial Measurement
- Slide 68
- Slide 69
- Slide 71
- Slide 72
- What you donrsquot want
- Slide 74
- Slide 75
- Slide 76
- Slide 77
- Slide 78
- Slide 79
- Slide 80
- Slide 81
- Teamwork is Key
- Alternative Teams
- Slide 84
- Slide 85
- Executing Governance
- Slide 87
- Governance Outcomes
- Slide 89
- Operations Outcomes
- Development Outcomes
- Support Outcomes
- Support Outcomes (2)
- Slide 94
- Governance Checklist
- TechNet Community and More
- Slide 97
- Governance Classification Triangle
- ITIL Framework
- COBIT Framework
- Microsoft Operations Framework (MOF)
- Slide 102
- Slide 103
- Slide 104
- Slide 105
- Slide 106
- Slide 107
- Slide 108
- Opportunistic Driven Learning
- Slide 110
- Slide 111
- Slide 112
- Slide 113
- Slide 114
- Slide 115
- Slide 116
- Slide 117
- Slide 119
- Slide 120
- Productivity Hub
- Slide 122
- Slide 123
- Slide 124
- Slide 125
- Slide 126
- Slide 127
- Slide 128
- Slide 129
- Slide 130
- Slide 131
- Slide 132
- Slide 133
- Slide 135
- Slide 137
- Slide 138
- Slide 139
- Slide 140
- Slide 141
- Slide 142
- Slide 143
- Slide 144
- Slide 145
- Slide 146
- Slide 147
- Slide 149
- Slide 150
- Slide 151
- Slide 152
- Slide 153
- Slide 154
- So being successful requireshellip
- Success Factorshellip
- Thank You Organizers Sponsors and You for Making this Possibl
-
SPSChicago RHarbridge
Reward super users with achievements
Then promote the desire to get rewards
SPSChicago RHarbridge
Create a SharePoint Showcase
Where users submit and show off
their SharePoint ldquoSolutionsrdquo
Good Idea
SPSChicago RHarbridge
Make it easier to work with
SPSChicago RHarbridge
Make it easier to work with
Powerful Columns You Probably Didnrsquot Know About
SPSChicago RHarbridge
Make it easier to work with
Why Leveraging SharePoint Blog Features for News is a Great Idea
SPSChicago RHarbridge
The OutcomeSharePoint is successfully adopted by a large
enough group of users to be deemed successful
What to watch out forhellipThe build it they will come approach
will not work alone
Planning for New Work and Growth
SPSChicago RHarbridge
What about New Work amp Growth
SPSChicago RHarbridge
Know your limits
SPSChicago RHarbridge
Grow your team
SPSChicago RHarbridge
Know your team and needs Developers(s)
Administrators(s)
Architect(s)
Business Analyst(s)
Project Manager(s)
Site Administrator(s)
Super Users(s)
Trainer(s)
SPSChicago RHarbridge
Cultivate new work Itrsquos a good thing
This boosts user adoption (More functionality and dependency over time)
The OutcomeThe SharePoint Implementation continues to
grow expand and provide more value
What to watch out forhellipYou need to plan support for new
workrequests otherwise people will lose confidence
So being successful requireshellip
Understanding the non technical as well as the technical
1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth
1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities
Success Factorshellip
Thank You Organizers Sponsors and You for Making this Possible
Questions Ideas Feedback Contact me
Twitter rharbridge
Blog wwwrharbridgecom
LinkedIn wwwlinkedincominrharbridge
Email me at richardrharbridgecom
My company wwwAllincom
- Future Proofing Your SharePoint Success
- Slide 2
- Understanding the Non Technical
- Our Goal Todayhellip
- Slide 6
- Slide 7
- Slide 8
- Slide 9
- Slide 10
- Slide 11
- Slide 12
- Slide 13
- Slide 14
- Slide 15
- Slide 16
- Slide 17
- Slide 18
- Slide 19
- Slide 20
- Slide 21
- Slide 22
- Slide 23
- Itrsquos Big Ecosystem
- Slide 25
- Slide 26
- Slide 27
- Slide 28
- Slide 29
- Slide 30
- Slide 31
- Slide 32
- Slide 33
- Slide 34
- Slide 35
- Slide 36
- Slide 37
- Slide 38
- Slide 39
- Slide 40
- Slide 41
- Slide 42
- Explain Information Overload
- Explain Platform Benefits
- Slide 45
- Slide 46
- Slide 47
- Add Value (Decision Makers)
- Prioritize and Plan
- Map Solutions to Objectives
- Slide 51
- Slide 52
- SharePoint Solutions (Evolution)
- Slide 54
- Slide 55
- Slide 56
- How do we get here
- Evaluating With Discounted Cash Flow
- Slide 59
- Slide 60
- Slide 61
- Slide 62
- Slide 63
- Examples
- Slide 65
- Slide 66
- Example of Non-Financial Measurement
- Slide 68
- Slide 69
- Slide 71
- Slide 72
- What you donrsquot want
- Slide 74
- Slide 75
- Slide 76
- Slide 77
- Slide 78
- Slide 79
- Slide 80
- Slide 81
- Teamwork is Key
- Alternative Teams
- Slide 84
- Slide 85
- Executing Governance
- Slide 87
- Governance Outcomes
- Slide 89
- Operations Outcomes
- Development Outcomes
- Support Outcomes
- Support Outcomes (2)
- Slide 94
- Governance Checklist
- TechNet Community and More
- Slide 97
- Governance Classification Triangle
- ITIL Framework
- COBIT Framework
- Microsoft Operations Framework (MOF)
- Slide 102
- Slide 103
- Slide 104
- Slide 105
- Slide 106
- Slide 107
- Slide 108
- Opportunistic Driven Learning
- Slide 110
- Slide 111
- Slide 112
- Slide 113
- Slide 114
- Slide 115
- Slide 116
- Slide 117
- Slide 119
- Slide 120
- Productivity Hub
- Slide 122
- Slide 123
- Slide 124
- Slide 125
- Slide 126
- Slide 127
- Slide 128
- Slide 129
- Slide 130
- Slide 131
- Slide 132
- Slide 133
- Slide 135
- Slide 137
- Slide 138
- Slide 139
- Slide 140
- Slide 141
- Slide 142
- Slide 143
- Slide 144
- Slide 145
- Slide 146
- Slide 147
- Slide 149
- Slide 150
- Slide 151
- Slide 152
- Slide 153
- Slide 154
- So being successful requireshellip
- Success Factorshellip
- Thank You Organizers Sponsors and You for Making this Possibl
-
SPSChicago RHarbridge
Create a SharePoint Showcase
Where users submit and show off
their SharePoint ldquoSolutionsrdquo
Good Idea
SPSChicago RHarbridge
Make it easier to work with
SPSChicago RHarbridge
Make it easier to work with
Powerful Columns You Probably Didnrsquot Know About
SPSChicago RHarbridge
Make it easier to work with
Why Leveraging SharePoint Blog Features for News is a Great Idea
SPSChicago RHarbridge
The OutcomeSharePoint is successfully adopted by a large
enough group of users to be deemed successful
What to watch out forhellipThe build it they will come approach
will not work alone
Planning for New Work and Growth
SPSChicago RHarbridge
What about New Work amp Growth
SPSChicago RHarbridge
Know your limits
SPSChicago RHarbridge
Grow your team
SPSChicago RHarbridge
Know your team and needs Developers(s)
Administrators(s)
Architect(s)
Business Analyst(s)
Project Manager(s)
Site Administrator(s)
Super Users(s)
Trainer(s)
SPSChicago RHarbridge
Cultivate new work Itrsquos a good thing
This boosts user adoption (More functionality and dependency over time)
The OutcomeThe SharePoint Implementation continues to
grow expand and provide more value
What to watch out forhellipYou need to plan support for new
workrequests otherwise people will lose confidence
So being successful requireshellip
Understanding the non technical as well as the technical
1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth
1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities
Success Factorshellip
Thank You Organizers Sponsors and You for Making this Possible
Questions Ideas Feedback Contact me
Twitter rharbridge
Blog wwwrharbridgecom
LinkedIn wwwlinkedincominrharbridge
Email me at richardrharbridgecom
My company wwwAllincom
- Future Proofing Your SharePoint Success
- Slide 2
- Understanding the Non Technical
- Our Goal Todayhellip
- Slide 6
- Slide 7
- Slide 8
- Slide 9
- Slide 10
- Slide 11
- Slide 12
- Slide 13
- Slide 14
- Slide 15
- Slide 16
- Slide 17
- Slide 18
- Slide 19
- Slide 20
- Slide 21
- Slide 22
- Slide 23
- Itrsquos Big Ecosystem
- Slide 25
- Slide 26
- Slide 27
- Slide 28
- Slide 29
- Slide 30
- Slide 31
- Slide 32
- Slide 33
- Slide 34
- Slide 35
- Slide 36
- Slide 37
- Slide 38
- Slide 39
- Slide 40
- Slide 41
- Slide 42
- Explain Information Overload
- Explain Platform Benefits
- Slide 45
- Slide 46
- Slide 47
- Add Value (Decision Makers)
- Prioritize and Plan
- Map Solutions to Objectives
- Slide 51
- Slide 52
- SharePoint Solutions (Evolution)
- Slide 54
- Slide 55
- Slide 56
- How do we get here
- Evaluating With Discounted Cash Flow
- Slide 59
- Slide 60
- Slide 61
- Slide 62
- Slide 63
- Examples
- Slide 65
- Slide 66
- Example of Non-Financial Measurement
- Slide 68
- Slide 69
- Slide 71
- Slide 72
- What you donrsquot want
- Slide 74
- Slide 75
- Slide 76
- Slide 77
- Slide 78
- Slide 79
- Slide 80
- Slide 81
- Teamwork is Key
- Alternative Teams
- Slide 84
- Slide 85
- Executing Governance
- Slide 87
- Governance Outcomes
- Slide 89
- Operations Outcomes
- Development Outcomes
- Support Outcomes
- Support Outcomes (2)
- Slide 94
- Governance Checklist
- TechNet Community and More
- Slide 97
- Governance Classification Triangle
- ITIL Framework
- COBIT Framework
- Microsoft Operations Framework (MOF)
- Slide 102
- Slide 103
- Slide 104
- Slide 105
- Slide 106
- Slide 107
- Slide 108
- Opportunistic Driven Learning
- Slide 110
- Slide 111
- Slide 112
- Slide 113
- Slide 114
- Slide 115
- Slide 116
- Slide 117
- Slide 119
- Slide 120
- Productivity Hub
- Slide 122
- Slide 123
- Slide 124
- Slide 125
- Slide 126
- Slide 127
- Slide 128
- Slide 129
- Slide 130
- Slide 131
- Slide 132
- Slide 133
- Slide 135
- Slide 137
- Slide 138
- Slide 139
- Slide 140
- Slide 141
- Slide 142
- Slide 143
- Slide 144
- Slide 145
- Slide 146
- Slide 147
- Slide 149
- Slide 150
- Slide 151
- Slide 152
- Slide 153
- Slide 154
- So being successful requireshellip
- Success Factorshellip
- Thank You Organizers Sponsors and You for Making this Possibl
-
SPSChicago RHarbridge
Make it easier to work with
SPSChicago RHarbridge
Make it easier to work with
Powerful Columns You Probably Didnrsquot Know About
SPSChicago RHarbridge
Make it easier to work with
Why Leveraging SharePoint Blog Features for News is a Great Idea
SPSChicago RHarbridge
The OutcomeSharePoint is successfully adopted by a large
enough group of users to be deemed successful
What to watch out forhellipThe build it they will come approach
will not work alone
Planning for New Work and Growth
SPSChicago RHarbridge
What about New Work amp Growth
SPSChicago RHarbridge
Know your limits
SPSChicago RHarbridge
Grow your team
SPSChicago RHarbridge
Know your team and needs Developers(s)
Administrators(s)
Architect(s)
Business Analyst(s)
Project Manager(s)
Site Administrator(s)
Super Users(s)
Trainer(s)
SPSChicago RHarbridge
Cultivate new work Itrsquos a good thing
This boosts user adoption (More functionality and dependency over time)
The OutcomeThe SharePoint Implementation continues to
grow expand and provide more value
What to watch out forhellipYou need to plan support for new
workrequests otherwise people will lose confidence
So being successful requireshellip
Understanding the non technical as well as the technical
1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth
1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities
Success Factorshellip
Thank You Organizers Sponsors and You for Making this Possible
Questions Ideas Feedback Contact me
Twitter rharbridge
Blog wwwrharbridgecom
LinkedIn wwwlinkedincominrharbridge
Email me at richardrharbridgecom
My company wwwAllincom
- Future Proofing Your SharePoint Success
- Slide 2
- Understanding the Non Technical
- Our Goal Todayhellip
- Slide 6
- Slide 7
- Slide 8
- Slide 9
- Slide 10
- Slide 11
- Slide 12
- Slide 13
- Slide 14
- Slide 15
- Slide 16
- Slide 17
- Slide 18
- Slide 19
- Slide 20
- Slide 21
- Slide 22
- Slide 23
- Itrsquos Big Ecosystem
- Slide 25
- Slide 26
- Slide 27
- Slide 28
- Slide 29
- Slide 30
- Slide 31
- Slide 32
- Slide 33
- Slide 34
- Slide 35
- Slide 36
- Slide 37
- Slide 38
- Slide 39
- Slide 40
- Slide 41
- Slide 42
- Explain Information Overload
- Explain Platform Benefits
- Slide 45
- Slide 46
- Slide 47
- Add Value (Decision Makers)
- Prioritize and Plan
- Map Solutions to Objectives
- Slide 51
- Slide 52
- SharePoint Solutions (Evolution)
- Slide 54
- Slide 55
- Slide 56
- How do we get here
- Evaluating With Discounted Cash Flow
- Slide 59
- Slide 60
- Slide 61
- Slide 62
- Slide 63
- Examples
- Slide 65
- Slide 66
- Example of Non-Financial Measurement
- Slide 68
- Slide 69
- Slide 71
- Slide 72
- What you donrsquot want
- Slide 74
- Slide 75
- Slide 76
- Slide 77
- Slide 78
- Slide 79
- Slide 80
- Slide 81
- Teamwork is Key
- Alternative Teams
- Slide 84
- Slide 85
- Executing Governance
- Slide 87
- Governance Outcomes
- Slide 89
- Operations Outcomes
- Development Outcomes
- Support Outcomes
- Support Outcomes (2)
- Slide 94
- Governance Checklist
- TechNet Community and More
- Slide 97
- Governance Classification Triangle
- ITIL Framework
- COBIT Framework
- Microsoft Operations Framework (MOF)
- Slide 102
- Slide 103
- Slide 104
- Slide 105
- Slide 106
- Slide 107
- Slide 108
- Opportunistic Driven Learning
- Slide 110
- Slide 111
- Slide 112
- Slide 113
- Slide 114
- Slide 115
- Slide 116
- Slide 117
- Slide 119
- Slide 120
- Productivity Hub
- Slide 122
- Slide 123
- Slide 124
- Slide 125
- Slide 126
- Slide 127
- Slide 128
- Slide 129
- Slide 130
- Slide 131
- Slide 132
- Slide 133
- Slide 135
- Slide 137
- Slide 138
- Slide 139
- Slide 140
- Slide 141
- Slide 142
- Slide 143
- Slide 144
- Slide 145
- Slide 146
- Slide 147
- Slide 149
- Slide 150
- Slide 151
- Slide 152
- Slide 153
- Slide 154
- So being successful requireshellip
- Success Factorshellip
- Thank You Organizers Sponsors and You for Making this Possibl
-
SPSChicago RHarbridge
Make it easier to work with
Powerful Columns You Probably Didnrsquot Know About
SPSChicago RHarbridge
Make it easier to work with
Why Leveraging SharePoint Blog Features for News is a Great Idea
SPSChicago RHarbridge
The OutcomeSharePoint is successfully adopted by a large
enough group of users to be deemed successful
What to watch out forhellipThe build it they will come approach
will not work alone
Planning for New Work and Growth
SPSChicago RHarbridge
What about New Work amp Growth
SPSChicago RHarbridge
Know your limits
SPSChicago RHarbridge
Grow your team
SPSChicago RHarbridge
Know your team and needs Developers(s)
Administrators(s)
Architect(s)
Business Analyst(s)
Project Manager(s)
Site Administrator(s)
Super Users(s)
Trainer(s)
SPSChicago RHarbridge
Cultivate new work Itrsquos a good thing
This boosts user adoption (More functionality and dependency over time)
The OutcomeThe SharePoint Implementation continues to
grow expand and provide more value
What to watch out forhellipYou need to plan support for new
workrequests otherwise people will lose confidence
So being successful requireshellip
Understanding the non technical as well as the technical
1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth
1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities
Success Factorshellip
Thank You Organizers Sponsors and You for Making this Possible
Questions Ideas Feedback Contact me
Twitter rharbridge
Blog wwwrharbridgecom
LinkedIn wwwlinkedincominrharbridge
Email me at richardrharbridgecom
My company wwwAllincom
- Future Proofing Your SharePoint Success
- Slide 2
- Understanding the Non Technical
- Our Goal Todayhellip
- Slide 6
- Slide 7
- Slide 8
- Slide 9
- Slide 10
- Slide 11
- Slide 12
- Slide 13
- Slide 14
- Slide 15
- Slide 16
- Slide 17
- Slide 18
- Slide 19
- Slide 20
- Slide 21
- Slide 22
- Slide 23
- Itrsquos Big Ecosystem
- Slide 25
- Slide 26
- Slide 27
- Slide 28
- Slide 29
- Slide 30
- Slide 31
- Slide 32
- Slide 33
- Slide 34
- Slide 35
- Slide 36
- Slide 37
- Slide 38
- Slide 39
- Slide 40
- Slide 41
- Slide 42
- Explain Information Overload
- Explain Platform Benefits
- Slide 45
- Slide 46
- Slide 47
- Add Value (Decision Makers)
- Prioritize and Plan
- Map Solutions to Objectives
- Slide 51
- Slide 52
- SharePoint Solutions (Evolution)
- Slide 54
- Slide 55
- Slide 56
- How do we get here
- Evaluating With Discounted Cash Flow
- Slide 59
- Slide 60
- Slide 61
- Slide 62
- Slide 63
- Examples
- Slide 65
- Slide 66
- Example of Non-Financial Measurement
- Slide 68
- Slide 69
- Slide 71
- Slide 72
- What you donrsquot want
- Slide 74
- Slide 75
- Slide 76
- Slide 77
- Slide 78
- Slide 79
- Slide 80
- Slide 81
- Teamwork is Key
- Alternative Teams
- Slide 84
- Slide 85
- Executing Governance
- Slide 87
- Governance Outcomes
- Slide 89
- Operations Outcomes
- Development Outcomes
- Support Outcomes
- Support Outcomes (2)
- Slide 94
- Governance Checklist
- TechNet Community and More
- Slide 97
- Governance Classification Triangle
- ITIL Framework
- COBIT Framework
- Microsoft Operations Framework (MOF)
- Slide 102
- Slide 103
- Slide 104
- Slide 105
- Slide 106
- Slide 107
- Slide 108
- Opportunistic Driven Learning
- Slide 110
- Slide 111
- Slide 112
- Slide 113
- Slide 114
- Slide 115
- Slide 116
- Slide 117
- Slide 119
- Slide 120
- Productivity Hub
- Slide 122
- Slide 123
- Slide 124
- Slide 125
- Slide 126
- Slide 127
- Slide 128
- Slide 129
- Slide 130
- Slide 131
- Slide 132
- Slide 133
- Slide 135
- Slide 137
- Slide 138
- Slide 139
- Slide 140
- Slide 141
- Slide 142
- Slide 143
- Slide 144
- Slide 145
- Slide 146
- Slide 147
- Slide 149
- Slide 150
- Slide 151
- Slide 152
- Slide 153
- Slide 154
- So being successful requireshellip
- Success Factorshellip
- Thank You Organizers Sponsors and You for Making this Possibl
-
SPSChicago RHarbridge
Make it easier to work with
Why Leveraging SharePoint Blog Features for News is a Great Idea
SPSChicago RHarbridge
The OutcomeSharePoint is successfully adopted by a large
enough group of users to be deemed successful
What to watch out forhellipThe build it they will come approach
will not work alone
Planning for New Work and Growth
SPSChicago RHarbridge
What about New Work amp Growth
SPSChicago RHarbridge
Know your limits
SPSChicago RHarbridge
Grow your team
SPSChicago RHarbridge
Know your team and needs Developers(s)
Administrators(s)
Architect(s)
Business Analyst(s)
Project Manager(s)
Site Administrator(s)
Super Users(s)
Trainer(s)
SPSChicago RHarbridge
Cultivate new work Itrsquos a good thing
This boosts user adoption (More functionality and dependency over time)
The OutcomeThe SharePoint Implementation continues to
grow expand and provide more value
What to watch out forhellipYou need to plan support for new
workrequests otherwise people will lose confidence
So being successful requireshellip
Understanding the non technical as well as the technical
1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth
1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities
Success Factorshellip
Thank You Organizers Sponsors and You for Making this Possible
Questions Ideas Feedback Contact me
Twitter rharbridge
Blog wwwrharbridgecom
LinkedIn wwwlinkedincominrharbridge
Email me at richardrharbridgecom
My company wwwAllincom
- Future Proofing Your SharePoint Success
- Slide 2
- Understanding the Non Technical
- Our Goal Todayhellip
- Slide 6
- Slide 7
- Slide 8
- Slide 9
- Slide 10
- Slide 11
- Slide 12
- Slide 13
- Slide 14
- Slide 15
- Slide 16
- Slide 17
- Slide 18
- Slide 19
- Slide 20
- Slide 21
- Slide 22
- Slide 23
- Itrsquos Big Ecosystem
- Slide 25
- Slide 26
- Slide 27
- Slide 28
- Slide 29
- Slide 30
- Slide 31
- Slide 32
- Slide 33
- Slide 34
- Slide 35
- Slide 36
- Slide 37
- Slide 38
- Slide 39
- Slide 40
- Slide 41
- Slide 42
- Explain Information Overload
- Explain Platform Benefits
- Slide 45
- Slide 46
- Slide 47
- Add Value (Decision Makers)
- Prioritize and Plan
- Map Solutions to Objectives
- Slide 51
- Slide 52
- SharePoint Solutions (Evolution)
- Slide 54
- Slide 55
- Slide 56
- How do we get here
- Evaluating With Discounted Cash Flow
- Slide 59
- Slide 60
- Slide 61
- Slide 62
- Slide 63
- Examples
- Slide 65
- Slide 66
- Example of Non-Financial Measurement
- Slide 68
- Slide 69
- Slide 71
- Slide 72
- What you donrsquot want
- Slide 74
- Slide 75
- Slide 76
- Slide 77
- Slide 78
- Slide 79
- Slide 80
- Slide 81
- Teamwork is Key
- Alternative Teams
- Slide 84
- Slide 85
- Executing Governance
- Slide 87
- Governance Outcomes
- Slide 89
- Operations Outcomes
- Development Outcomes
- Support Outcomes
- Support Outcomes (2)
- Slide 94
- Governance Checklist
- TechNet Community and More
- Slide 97
- Governance Classification Triangle
- ITIL Framework
- COBIT Framework
- Microsoft Operations Framework (MOF)
- Slide 102
- Slide 103
- Slide 104
- Slide 105
- Slide 106
- Slide 107
- Slide 108
- Opportunistic Driven Learning
- Slide 110
- Slide 111
- Slide 112
- Slide 113
- Slide 114
- Slide 115
- Slide 116
- Slide 117
- Slide 119
- Slide 120
- Productivity Hub
- Slide 122
- Slide 123
- Slide 124
- Slide 125
- Slide 126
- Slide 127
- Slide 128
- Slide 129
- Slide 130
- Slide 131
- Slide 132
- Slide 133
- Slide 135
- Slide 137
- Slide 138
- Slide 139
- Slide 140
- Slide 141
- Slide 142
- Slide 143
- Slide 144
- Slide 145
- Slide 146
- Slide 147
- Slide 149
- Slide 150
- Slide 151
- Slide 152
- Slide 153
- Slide 154
- So being successful requireshellip
- Success Factorshellip
- Thank You Organizers Sponsors and You for Making this Possibl
-
SPSChicago RHarbridge
The OutcomeSharePoint is successfully adopted by a large
enough group of users to be deemed successful
What to watch out forhellipThe build it they will come approach
will not work alone
Planning for New Work and Growth
SPSChicago RHarbridge
What about New Work amp Growth
SPSChicago RHarbridge
Know your limits
SPSChicago RHarbridge
Grow your team
SPSChicago RHarbridge
Know your team and needs Developers(s)
Administrators(s)
Architect(s)
Business Analyst(s)
Project Manager(s)
Site Administrator(s)
Super Users(s)
Trainer(s)
SPSChicago RHarbridge
Cultivate new work Itrsquos a good thing
This boosts user adoption (More functionality and dependency over time)
The OutcomeThe SharePoint Implementation continues to
grow expand and provide more value
What to watch out forhellipYou need to plan support for new
workrequests otherwise people will lose confidence
So being successful requireshellip
Understanding the non technical as well as the technical
1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth
1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities
Success Factorshellip
Thank You Organizers Sponsors and You for Making this Possible
Questions Ideas Feedback Contact me
Twitter rharbridge
Blog wwwrharbridgecom
LinkedIn wwwlinkedincominrharbridge
Email me at richardrharbridgecom
My company wwwAllincom
- Future Proofing Your SharePoint Success
- Slide 2
- Understanding the Non Technical
- Our Goal Todayhellip
- Slide 6
- Slide 7
- Slide 8
- Slide 9
- Slide 10
- Slide 11
- Slide 12
- Slide 13
- Slide 14
- Slide 15
- Slide 16
- Slide 17
- Slide 18
- Slide 19
- Slide 20
- Slide 21
- Slide 22
- Slide 23
- Itrsquos Big Ecosystem
- Slide 25
- Slide 26
- Slide 27
- Slide 28
- Slide 29
- Slide 30
- Slide 31
- Slide 32
- Slide 33
- Slide 34
- Slide 35
- Slide 36
- Slide 37
- Slide 38
- Slide 39
- Slide 40
- Slide 41
- Slide 42
- Explain Information Overload
- Explain Platform Benefits
- Slide 45
- Slide 46
- Slide 47
- Add Value (Decision Makers)
- Prioritize and Plan
- Map Solutions to Objectives
- Slide 51
- Slide 52
- SharePoint Solutions (Evolution)
- Slide 54
- Slide 55
- Slide 56
- How do we get here
- Evaluating With Discounted Cash Flow
- Slide 59
- Slide 60
- Slide 61
- Slide 62
- Slide 63
- Examples
- Slide 65
- Slide 66
- Example of Non-Financial Measurement
- Slide 68
- Slide 69
- Slide 71
- Slide 72
- What you donrsquot want
- Slide 74
- Slide 75
- Slide 76
- Slide 77
- Slide 78
- Slide 79
- Slide 80
- Slide 81
- Teamwork is Key
- Alternative Teams
- Slide 84
- Slide 85
- Executing Governance
- Slide 87
- Governance Outcomes
- Slide 89
- Operations Outcomes
- Development Outcomes
- Support Outcomes
- Support Outcomes (2)
- Slide 94
- Governance Checklist
- TechNet Community and More
- Slide 97
- Governance Classification Triangle
- ITIL Framework
- COBIT Framework
- Microsoft Operations Framework (MOF)
- Slide 102
- Slide 103
- Slide 104
- Slide 105
- Slide 106
- Slide 107
- Slide 108
- Opportunistic Driven Learning
- Slide 110
- Slide 111
- Slide 112
- Slide 113
- Slide 114
- Slide 115
- Slide 116
- Slide 117
- Slide 119
- Slide 120
- Productivity Hub
- Slide 122
- Slide 123
- Slide 124
- Slide 125
- Slide 126
- Slide 127
- Slide 128
- Slide 129
- Slide 130
- Slide 131
- Slide 132
- Slide 133
- Slide 135
- Slide 137
- Slide 138
- Slide 139
- Slide 140
- Slide 141
- Slide 142
- Slide 143
- Slide 144
- Slide 145
- Slide 146
- Slide 147
- Slide 149
- Slide 150
- Slide 151
- Slide 152
- Slide 153
- Slide 154
- So being successful requireshellip
- Success Factorshellip
- Thank You Organizers Sponsors and You for Making this Possibl
-
The OutcomeSharePoint is successfully adopted by a large
enough group of users to be deemed successful
What to watch out forhellipThe build it they will come approach
will not work alone
Planning for New Work and Growth
SPSChicago RHarbridge
What about New Work amp Growth
SPSChicago RHarbridge
Know your limits
SPSChicago RHarbridge
Grow your team
SPSChicago RHarbridge
Know your team and needs Developers(s)
Administrators(s)
Architect(s)
Business Analyst(s)
Project Manager(s)
Site Administrator(s)
Super Users(s)
Trainer(s)
SPSChicago RHarbridge
Cultivate new work Itrsquos a good thing
This boosts user adoption (More functionality and dependency over time)
The OutcomeThe SharePoint Implementation continues to
grow expand and provide more value
What to watch out forhellipYou need to plan support for new
workrequests otherwise people will lose confidence
So being successful requireshellip
Understanding the non technical as well as the technical
1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth
1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities
Success Factorshellip
Thank You Organizers Sponsors and You for Making this Possible
Questions Ideas Feedback Contact me
Twitter rharbridge
Blog wwwrharbridgecom
LinkedIn wwwlinkedincominrharbridge
Email me at richardrharbridgecom
My company wwwAllincom
- Future Proofing Your SharePoint Success
- Slide 2
- Understanding the Non Technical
- Our Goal Todayhellip
- Slide 6
- Slide 7
- Slide 8
- Slide 9
- Slide 10
- Slide 11
- Slide 12
- Slide 13
- Slide 14
- Slide 15
- Slide 16
- Slide 17
- Slide 18
- Slide 19
- Slide 20
- Slide 21
- Slide 22
- Slide 23
- Itrsquos Big Ecosystem
- Slide 25
- Slide 26
- Slide 27
- Slide 28
- Slide 29
- Slide 30
- Slide 31
- Slide 32
- Slide 33
- Slide 34
- Slide 35
- Slide 36
- Slide 37
- Slide 38
- Slide 39
- Slide 40
- Slide 41
- Slide 42
- Explain Information Overload
- Explain Platform Benefits
- Slide 45
- Slide 46
- Slide 47
- Add Value (Decision Makers)
- Prioritize and Plan
- Map Solutions to Objectives
- Slide 51
- Slide 52
- SharePoint Solutions (Evolution)
- Slide 54
- Slide 55
- Slide 56
- How do we get here
- Evaluating With Discounted Cash Flow
- Slide 59
- Slide 60
- Slide 61
- Slide 62
- Slide 63
- Examples
- Slide 65
- Slide 66
- Example of Non-Financial Measurement
- Slide 68
- Slide 69
- Slide 71
- Slide 72
- What you donrsquot want
- Slide 74
- Slide 75
- Slide 76
- Slide 77
- Slide 78
- Slide 79
- Slide 80
- Slide 81
- Teamwork is Key
- Alternative Teams
- Slide 84
- Slide 85
- Executing Governance
- Slide 87
- Governance Outcomes
- Slide 89
- Operations Outcomes
- Development Outcomes
- Support Outcomes
- Support Outcomes (2)
- Slide 94
- Governance Checklist
- TechNet Community and More
- Slide 97
- Governance Classification Triangle
- ITIL Framework
- COBIT Framework
- Microsoft Operations Framework (MOF)
- Slide 102
- Slide 103
- Slide 104
- Slide 105
- Slide 106
- Slide 107
- Slide 108
- Opportunistic Driven Learning
- Slide 110
- Slide 111
- Slide 112
- Slide 113
- Slide 114
- Slide 115
- Slide 116
- Slide 117
- Slide 119
- Slide 120
- Productivity Hub
- Slide 122
- Slide 123
- Slide 124
- Slide 125
- Slide 126
- Slide 127
- Slide 128
- Slide 129
- Slide 130
- Slide 131
- Slide 132
- Slide 133
- Slide 135
- Slide 137
- Slide 138
- Slide 139
- Slide 140
- Slide 141
- Slide 142
- Slide 143
- Slide 144
- Slide 145
- Slide 146
- Slide 147
- Slide 149
- Slide 150
- Slide 151
- Slide 152
- Slide 153
- Slide 154
- So being successful requireshellip
- Success Factorshellip
- Thank You Organizers Sponsors and You for Making this Possibl
-
What to watch out forhellipThe build it they will come approach
will not work alone
Planning for New Work and Growth
SPSChicago RHarbridge
What about New Work amp Growth
SPSChicago RHarbridge
Know your limits
SPSChicago RHarbridge
Grow your team
SPSChicago RHarbridge
Know your team and needs Developers(s)
Administrators(s)
Architect(s)
Business Analyst(s)
Project Manager(s)
Site Administrator(s)
Super Users(s)
Trainer(s)
SPSChicago RHarbridge
Cultivate new work Itrsquos a good thing
This boosts user adoption (More functionality and dependency over time)
The OutcomeThe SharePoint Implementation continues to
grow expand and provide more value
What to watch out forhellipYou need to plan support for new
workrequests otherwise people will lose confidence
So being successful requireshellip
Understanding the non technical as well as the technical
1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth
1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities
Success Factorshellip
Thank You Organizers Sponsors and You for Making this Possible
Questions Ideas Feedback Contact me
Twitter rharbridge
Blog wwwrharbridgecom
LinkedIn wwwlinkedincominrharbridge
Email me at richardrharbridgecom
My company wwwAllincom
- Future Proofing Your SharePoint Success
- Slide 2
- Understanding the Non Technical
- Our Goal Todayhellip
- Slide 6
- Slide 7
- Slide 8
- Slide 9
- Slide 10
- Slide 11
- Slide 12
- Slide 13
- Slide 14
- Slide 15
- Slide 16
- Slide 17
- Slide 18
- Slide 19
- Slide 20
- Slide 21
- Slide 22
- Slide 23
- Itrsquos Big Ecosystem
- Slide 25
- Slide 26
- Slide 27
- Slide 28
- Slide 29
- Slide 30
- Slide 31
- Slide 32
- Slide 33
- Slide 34
- Slide 35
- Slide 36
- Slide 37
- Slide 38
- Slide 39
- Slide 40
- Slide 41
- Slide 42
- Explain Information Overload
- Explain Platform Benefits
- Slide 45
- Slide 46
- Slide 47
- Add Value (Decision Makers)
- Prioritize and Plan
- Map Solutions to Objectives
- Slide 51
- Slide 52
- SharePoint Solutions (Evolution)
- Slide 54
- Slide 55
- Slide 56
- How do we get here
- Evaluating With Discounted Cash Flow
- Slide 59
- Slide 60
- Slide 61
- Slide 62
- Slide 63
- Examples
- Slide 65
- Slide 66
- Example of Non-Financial Measurement
- Slide 68
- Slide 69
- Slide 71
- Slide 72
- What you donrsquot want
- Slide 74
- Slide 75
- Slide 76
- Slide 77
- Slide 78
- Slide 79
- Slide 80
- Slide 81
- Teamwork is Key
- Alternative Teams
- Slide 84
- Slide 85
- Executing Governance
- Slide 87
- Governance Outcomes
- Slide 89
- Operations Outcomes
- Development Outcomes
- Support Outcomes
- Support Outcomes (2)
- Slide 94
- Governance Checklist
- TechNet Community and More
- Slide 97
- Governance Classification Triangle
- ITIL Framework
- COBIT Framework
- Microsoft Operations Framework (MOF)
- Slide 102
- Slide 103
- Slide 104
- Slide 105
- Slide 106
- Slide 107
- Slide 108
- Opportunistic Driven Learning
- Slide 110
- Slide 111
- Slide 112
- Slide 113
- Slide 114
- Slide 115
- Slide 116
- Slide 117
- Slide 119
- Slide 120
- Productivity Hub
- Slide 122
- Slide 123
- Slide 124
- Slide 125
- Slide 126
- Slide 127
- Slide 128
- Slide 129
- Slide 130
- Slide 131
- Slide 132
- Slide 133
- Slide 135
- Slide 137
- Slide 138
- Slide 139
- Slide 140
- Slide 141
- Slide 142
- Slide 143
- Slide 144
- Slide 145
- Slide 146
- Slide 147
- Slide 149
- Slide 150
- Slide 151
- Slide 152
- Slide 153
- Slide 154
- So being successful requireshellip
- Success Factorshellip
- Thank You Organizers Sponsors and You for Making this Possibl
-
Planning for New Work and Growth
SPSChicago RHarbridge
What about New Work amp Growth
SPSChicago RHarbridge
Know your limits
SPSChicago RHarbridge
Grow your team
SPSChicago RHarbridge
Know your team and needs Developers(s)
Administrators(s)
Architect(s)
Business Analyst(s)
Project Manager(s)
Site Administrator(s)
Super Users(s)
Trainer(s)
SPSChicago RHarbridge
Cultivate new work Itrsquos a good thing
This boosts user adoption (More functionality and dependency over time)
The OutcomeThe SharePoint Implementation continues to
grow expand and provide more value
What to watch out forhellipYou need to plan support for new
workrequests otherwise people will lose confidence
So being successful requireshellip
Understanding the non technical as well as the technical
1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth
1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities
Success Factorshellip
Thank You Organizers Sponsors and You for Making this Possible
Questions Ideas Feedback Contact me
Twitter rharbridge
Blog wwwrharbridgecom
LinkedIn wwwlinkedincominrharbridge
Email me at richardrharbridgecom
My company wwwAllincom
- Future Proofing Your SharePoint Success
- Slide 2
- Understanding the Non Technical
- Our Goal Todayhellip
- Slide 6
- Slide 7
- Slide 8
- Slide 9
- Slide 10
- Slide 11
- Slide 12
- Slide 13
- Slide 14
- Slide 15
- Slide 16
- Slide 17
- Slide 18
- Slide 19
- Slide 20
- Slide 21
- Slide 22
- Slide 23
- Itrsquos Big Ecosystem
- Slide 25
- Slide 26
- Slide 27
- Slide 28
- Slide 29
- Slide 30
- Slide 31
- Slide 32
- Slide 33
- Slide 34
- Slide 35
- Slide 36
- Slide 37
- Slide 38
- Slide 39
- Slide 40
- Slide 41
- Slide 42
- Explain Information Overload
- Explain Platform Benefits
- Slide 45
- Slide 46
- Slide 47
- Add Value (Decision Makers)
- Prioritize and Plan
- Map Solutions to Objectives
- Slide 51
- Slide 52
- SharePoint Solutions (Evolution)
- Slide 54
- Slide 55
- Slide 56
- How do we get here
- Evaluating With Discounted Cash Flow
- Slide 59
- Slide 60
- Slide 61
- Slide 62
- Slide 63
- Examples
- Slide 65
- Slide 66
- Example of Non-Financial Measurement
- Slide 68
- Slide 69
- Slide 71
- Slide 72
- What you donrsquot want
- Slide 74
- Slide 75
- Slide 76
- Slide 77
- Slide 78
- Slide 79
- Slide 80
- Slide 81
- Teamwork is Key
- Alternative Teams
- Slide 84
- Slide 85
- Executing Governance
- Slide 87
- Governance Outcomes
- Slide 89
- Operations Outcomes
- Development Outcomes
- Support Outcomes
- Support Outcomes (2)
- Slide 94
- Governance Checklist
- TechNet Community and More
- Slide 97
- Governance Classification Triangle
- ITIL Framework
- COBIT Framework
- Microsoft Operations Framework (MOF)
- Slide 102
- Slide 103
- Slide 104
- Slide 105
- Slide 106
- Slide 107
- Slide 108
- Opportunistic Driven Learning
- Slide 110
- Slide 111
- Slide 112
- Slide 113
- Slide 114
- Slide 115
- Slide 116
- Slide 117
- Slide 119
- Slide 120
- Productivity Hub
- Slide 122
- Slide 123
- Slide 124
- Slide 125
- Slide 126
- Slide 127
- Slide 128
- Slide 129
- Slide 130
- Slide 131
- Slide 132
- Slide 133
- Slide 135
- Slide 137
- Slide 138
- Slide 139
- Slide 140
- Slide 141
- Slide 142
- Slide 143
- Slide 144
- Slide 145
- Slide 146
- Slide 147
- Slide 149
- Slide 150
- Slide 151
- Slide 152
- Slide 153
- Slide 154
- So being successful requireshellip
- Success Factorshellip
- Thank You Organizers Sponsors and You for Making this Possibl
-
SPSChicago RHarbridge
What about New Work amp Growth
SPSChicago RHarbridge
Know your limits
SPSChicago RHarbridge
Grow your team
SPSChicago RHarbridge
Know your team and needs Developers(s)
Administrators(s)
Architect(s)
Business Analyst(s)
Project Manager(s)
Site Administrator(s)
Super Users(s)
Trainer(s)
SPSChicago RHarbridge
Cultivate new work Itrsquos a good thing
This boosts user adoption (More functionality and dependency over time)
The OutcomeThe SharePoint Implementation continues to
grow expand and provide more value
What to watch out forhellipYou need to plan support for new
workrequests otherwise people will lose confidence
So being successful requireshellip
Understanding the non technical as well as the technical
1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth
1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities
Success Factorshellip
Thank You Organizers Sponsors and You for Making this Possible
Questions Ideas Feedback Contact me
Twitter rharbridge
Blog wwwrharbridgecom
LinkedIn wwwlinkedincominrharbridge
Email me at richardrharbridgecom
My company wwwAllincom
- Future Proofing Your SharePoint Success
- Slide 2
- Understanding the Non Technical
- Our Goal Todayhellip
- Slide 6
- Slide 7
- Slide 8
- Slide 9
- Slide 10
- Slide 11
- Slide 12
- Slide 13
- Slide 14
- Slide 15
- Slide 16
- Slide 17
- Slide 18
- Slide 19
- Slide 20
- Slide 21
- Slide 22
- Slide 23
- Itrsquos Big Ecosystem
- Slide 25
- Slide 26
- Slide 27
- Slide 28
- Slide 29
- Slide 30
- Slide 31
- Slide 32
- Slide 33
- Slide 34
- Slide 35
- Slide 36
- Slide 37
- Slide 38
- Slide 39
- Slide 40
- Slide 41
- Slide 42
- Explain Information Overload
- Explain Platform Benefits
- Slide 45
- Slide 46
- Slide 47
- Add Value (Decision Makers)
- Prioritize and Plan
- Map Solutions to Objectives
- Slide 51
- Slide 52
- SharePoint Solutions (Evolution)
- Slide 54
- Slide 55
- Slide 56
- How do we get here
- Evaluating With Discounted Cash Flow
- Slide 59
- Slide 60
- Slide 61
- Slide 62
- Slide 63
- Examples
- Slide 65
- Slide 66
- Example of Non-Financial Measurement
- Slide 68
- Slide 69
- Slide 71
- Slide 72
- What you donrsquot want
- Slide 74
- Slide 75
- Slide 76
- Slide 77
- Slide 78
- Slide 79
- Slide 80
- Slide 81
- Teamwork is Key
- Alternative Teams
- Slide 84
- Slide 85
- Executing Governance
- Slide 87
- Governance Outcomes
- Slide 89
- Operations Outcomes
- Development Outcomes
- Support Outcomes
- Support Outcomes (2)
- Slide 94
- Governance Checklist
- TechNet Community and More
- Slide 97
- Governance Classification Triangle
- ITIL Framework
- COBIT Framework
- Microsoft Operations Framework (MOF)
- Slide 102
- Slide 103
- Slide 104
- Slide 105
- Slide 106
- Slide 107
- Slide 108
- Opportunistic Driven Learning
- Slide 110
- Slide 111
- Slide 112
- Slide 113
- Slide 114
- Slide 115
- Slide 116
- Slide 117
- Slide 119
- Slide 120
- Productivity Hub
- Slide 122
- Slide 123
- Slide 124
- Slide 125
- Slide 126
- Slide 127
- Slide 128
- Slide 129
- Slide 130
- Slide 131
- Slide 132
- Slide 133
- Slide 135
- Slide 137
- Slide 138
- Slide 139
- Slide 140
- Slide 141
- Slide 142
- Slide 143
- Slide 144
- Slide 145
- Slide 146
- Slide 147
- Slide 149
- Slide 150
- Slide 151
- Slide 152
- Slide 153
- Slide 154
- So being successful requireshellip
- Success Factorshellip
- Thank You Organizers Sponsors and You for Making this Possibl
-
SPSChicago RHarbridge
Know your limits
SPSChicago RHarbridge
Grow your team
SPSChicago RHarbridge
Know your team and needs Developers(s)
Administrators(s)
Architect(s)
Business Analyst(s)
Project Manager(s)
Site Administrator(s)
Super Users(s)
Trainer(s)
SPSChicago RHarbridge
Cultivate new work Itrsquos a good thing
This boosts user adoption (More functionality and dependency over time)
The OutcomeThe SharePoint Implementation continues to
grow expand and provide more value
What to watch out forhellipYou need to plan support for new
workrequests otherwise people will lose confidence
So being successful requireshellip
Understanding the non technical as well as the technical
1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth
1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities
Success Factorshellip
Thank You Organizers Sponsors and You for Making this Possible
Questions Ideas Feedback Contact me
Twitter rharbridge
Blog wwwrharbridgecom
LinkedIn wwwlinkedincominrharbridge
Email me at richardrharbridgecom
My company wwwAllincom
- Future Proofing Your SharePoint Success
- Slide 2
- Understanding the Non Technical
- Our Goal Todayhellip
- Slide 6
- Slide 7
- Slide 8
- Slide 9
- Slide 10
- Slide 11
- Slide 12
- Slide 13
- Slide 14
- Slide 15
- Slide 16
- Slide 17
- Slide 18
- Slide 19
- Slide 20
- Slide 21
- Slide 22
- Slide 23
- Itrsquos Big Ecosystem
- Slide 25
- Slide 26
- Slide 27
- Slide 28
- Slide 29
- Slide 30
- Slide 31
- Slide 32
- Slide 33
- Slide 34
- Slide 35
- Slide 36
- Slide 37
- Slide 38
- Slide 39
- Slide 40
- Slide 41
- Slide 42
- Explain Information Overload
- Explain Platform Benefits
- Slide 45
- Slide 46
- Slide 47
- Add Value (Decision Makers)
- Prioritize and Plan
- Map Solutions to Objectives
- Slide 51
- Slide 52
- SharePoint Solutions (Evolution)
- Slide 54
- Slide 55
- Slide 56
- How do we get here
- Evaluating With Discounted Cash Flow
- Slide 59
- Slide 60
- Slide 61
- Slide 62
- Slide 63
- Examples
- Slide 65
- Slide 66
- Example of Non-Financial Measurement
- Slide 68
- Slide 69
- Slide 71
- Slide 72
- What you donrsquot want
- Slide 74
- Slide 75
- Slide 76
- Slide 77
- Slide 78
- Slide 79
- Slide 80
- Slide 81
- Teamwork is Key
- Alternative Teams
- Slide 84
- Slide 85
- Executing Governance
- Slide 87
- Governance Outcomes
- Slide 89
- Operations Outcomes
- Development Outcomes
- Support Outcomes
- Support Outcomes (2)
- Slide 94
- Governance Checklist
- TechNet Community and More
- Slide 97
- Governance Classification Triangle
- ITIL Framework
- COBIT Framework
- Microsoft Operations Framework (MOF)
- Slide 102
- Slide 103
- Slide 104
- Slide 105
- Slide 106
- Slide 107
- Slide 108
- Opportunistic Driven Learning
- Slide 110
- Slide 111
- Slide 112
- Slide 113
- Slide 114
- Slide 115
- Slide 116
- Slide 117
- Slide 119
- Slide 120
- Productivity Hub
- Slide 122
- Slide 123
- Slide 124
- Slide 125
- Slide 126
- Slide 127
- Slide 128
- Slide 129
- Slide 130
- Slide 131
- Slide 132
- Slide 133
- Slide 135
- Slide 137
- Slide 138
- Slide 139
- Slide 140
- Slide 141
- Slide 142
- Slide 143
- Slide 144
- Slide 145
- Slide 146
- Slide 147
- Slide 149
- Slide 150
- Slide 151
- Slide 152
- Slide 153
- Slide 154
- So being successful requireshellip
- Success Factorshellip
- Thank You Organizers Sponsors and You for Making this Possibl
-
SPSChicago RHarbridge
Grow your team
SPSChicago RHarbridge
Know your team and needs Developers(s)
Administrators(s)
Architect(s)
Business Analyst(s)
Project Manager(s)
Site Administrator(s)
Super Users(s)
Trainer(s)
SPSChicago RHarbridge
Cultivate new work Itrsquos a good thing
This boosts user adoption (More functionality and dependency over time)
The OutcomeThe SharePoint Implementation continues to
grow expand and provide more value
What to watch out forhellipYou need to plan support for new
workrequests otherwise people will lose confidence
So being successful requireshellip
Understanding the non technical as well as the technical
1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth
1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities
Success Factorshellip
Thank You Organizers Sponsors and You for Making this Possible
Questions Ideas Feedback Contact me
Twitter rharbridge
Blog wwwrharbridgecom
LinkedIn wwwlinkedincominrharbridge
Email me at richardrharbridgecom
My company wwwAllincom
- Future Proofing Your SharePoint Success
- Slide 2
- Understanding the Non Technical
- Our Goal Todayhellip
- Slide 6
- Slide 7
- Slide 8
- Slide 9
- Slide 10
- Slide 11
- Slide 12
- Slide 13
- Slide 14
- Slide 15
- Slide 16
- Slide 17
- Slide 18
- Slide 19
- Slide 20
- Slide 21
- Slide 22
- Slide 23
- Itrsquos Big Ecosystem
- Slide 25
- Slide 26
- Slide 27
- Slide 28
- Slide 29
- Slide 30
- Slide 31
- Slide 32
- Slide 33
- Slide 34
- Slide 35
- Slide 36
- Slide 37
- Slide 38
- Slide 39
- Slide 40
- Slide 41
- Slide 42
- Explain Information Overload
- Explain Platform Benefits
- Slide 45
- Slide 46
- Slide 47
- Add Value (Decision Makers)
- Prioritize and Plan
- Map Solutions to Objectives
- Slide 51
- Slide 52
- SharePoint Solutions (Evolution)
- Slide 54
- Slide 55
- Slide 56
- How do we get here
- Evaluating With Discounted Cash Flow
- Slide 59
- Slide 60
- Slide 61
- Slide 62
- Slide 63
- Examples
- Slide 65
- Slide 66
- Example of Non-Financial Measurement
- Slide 68
- Slide 69
- Slide 71
- Slide 72
- What you donrsquot want
- Slide 74
- Slide 75
- Slide 76
- Slide 77
- Slide 78
- Slide 79
- Slide 80
- Slide 81
- Teamwork is Key
- Alternative Teams
- Slide 84
- Slide 85
- Executing Governance
- Slide 87
- Governance Outcomes
- Slide 89
- Operations Outcomes
- Development Outcomes
- Support Outcomes
- Support Outcomes (2)
- Slide 94
- Governance Checklist
- TechNet Community and More
- Slide 97
- Governance Classification Triangle
- ITIL Framework
- COBIT Framework
- Microsoft Operations Framework (MOF)
- Slide 102
- Slide 103
- Slide 104
- Slide 105
- Slide 106
- Slide 107
- Slide 108
- Opportunistic Driven Learning
- Slide 110
- Slide 111
- Slide 112
- Slide 113
- Slide 114
- Slide 115
- Slide 116
- Slide 117
- Slide 119
- Slide 120
- Productivity Hub
- Slide 122
- Slide 123
- Slide 124
- Slide 125
- Slide 126
- Slide 127
- Slide 128
- Slide 129
- Slide 130
- Slide 131
- Slide 132
- Slide 133
- Slide 135
- Slide 137
- Slide 138
- Slide 139
- Slide 140
- Slide 141
- Slide 142
- Slide 143
- Slide 144
- Slide 145
- Slide 146
- Slide 147
- Slide 149
- Slide 150
- Slide 151
- Slide 152
- Slide 153
- Slide 154
- So being successful requireshellip
- Success Factorshellip
- Thank You Organizers Sponsors and You for Making this Possibl
-
SPSChicago RHarbridge
Know your team and needs Developers(s)
Administrators(s)
Architect(s)
Business Analyst(s)
Project Manager(s)
Site Administrator(s)
Super Users(s)
Trainer(s)
SPSChicago RHarbridge
Cultivate new work Itrsquos a good thing
This boosts user adoption (More functionality and dependency over time)
The OutcomeThe SharePoint Implementation continues to
grow expand and provide more value
What to watch out forhellipYou need to plan support for new
workrequests otherwise people will lose confidence
So being successful requireshellip
Understanding the non technical as well as the technical
1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth
1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities
Success Factorshellip
Thank You Organizers Sponsors and You for Making this Possible
Questions Ideas Feedback Contact me
Twitter rharbridge
Blog wwwrharbridgecom
LinkedIn wwwlinkedincominrharbridge
Email me at richardrharbridgecom
My company wwwAllincom
- Future Proofing Your SharePoint Success
- Slide 2
- Understanding the Non Technical
- Our Goal Todayhellip
- Slide 6
- Slide 7
- Slide 8
- Slide 9
- Slide 10
- Slide 11
- Slide 12
- Slide 13
- Slide 14
- Slide 15
- Slide 16
- Slide 17
- Slide 18
- Slide 19
- Slide 20
- Slide 21
- Slide 22
- Slide 23
- Itrsquos Big Ecosystem
- Slide 25
- Slide 26
- Slide 27
- Slide 28
- Slide 29
- Slide 30
- Slide 31
- Slide 32
- Slide 33
- Slide 34
- Slide 35
- Slide 36
- Slide 37
- Slide 38
- Slide 39
- Slide 40
- Slide 41
- Slide 42
- Explain Information Overload
- Explain Platform Benefits
- Slide 45
- Slide 46
- Slide 47
- Add Value (Decision Makers)
- Prioritize and Plan
- Map Solutions to Objectives
- Slide 51
- Slide 52
- SharePoint Solutions (Evolution)
- Slide 54
- Slide 55
- Slide 56
- How do we get here
- Evaluating With Discounted Cash Flow
- Slide 59
- Slide 60
- Slide 61
- Slide 62
- Slide 63
- Examples
- Slide 65
- Slide 66
- Example of Non-Financial Measurement
- Slide 68
- Slide 69
- Slide 71
- Slide 72
- What you donrsquot want
- Slide 74
- Slide 75
- Slide 76
- Slide 77
- Slide 78
- Slide 79
- Slide 80
- Slide 81
- Teamwork is Key
- Alternative Teams
- Slide 84
- Slide 85
- Executing Governance
- Slide 87
- Governance Outcomes
- Slide 89
- Operations Outcomes
- Development Outcomes
- Support Outcomes
- Support Outcomes (2)
- Slide 94
- Governance Checklist
- TechNet Community and More
- Slide 97
- Governance Classification Triangle
- ITIL Framework
- COBIT Framework
- Microsoft Operations Framework (MOF)
- Slide 102
- Slide 103
- Slide 104
- Slide 105
- Slide 106
- Slide 107
- Slide 108
- Opportunistic Driven Learning
- Slide 110
- Slide 111
- Slide 112
- Slide 113
- Slide 114
- Slide 115
- Slide 116
- Slide 117
- Slide 119
- Slide 120
- Productivity Hub
- Slide 122
- Slide 123
- Slide 124
- Slide 125
- Slide 126
- Slide 127
- Slide 128
- Slide 129
- Slide 130
- Slide 131
- Slide 132
- Slide 133
- Slide 135
- Slide 137
- Slide 138
- Slide 139
- Slide 140
- Slide 141
- Slide 142
- Slide 143
- Slide 144
- Slide 145
- Slide 146
- Slide 147
- Slide 149
- Slide 150
- Slide 151
- Slide 152
- Slide 153
- Slide 154
- So being successful requireshellip
- Success Factorshellip
- Thank You Organizers Sponsors and You for Making this Possibl
-
SPSChicago RHarbridge
Cultivate new work Itrsquos a good thing
This boosts user adoption (More functionality and dependency over time)
The OutcomeThe SharePoint Implementation continues to
grow expand and provide more value
What to watch out forhellipYou need to plan support for new
workrequests otherwise people will lose confidence
So being successful requireshellip
Understanding the non technical as well as the technical
1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth
1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities
Success Factorshellip
Thank You Organizers Sponsors and You for Making this Possible
Questions Ideas Feedback Contact me
Twitter rharbridge
Blog wwwrharbridgecom
LinkedIn wwwlinkedincominrharbridge
Email me at richardrharbridgecom
My company wwwAllincom
- Future Proofing Your SharePoint Success
- Slide 2
- Understanding the Non Technical
- Our Goal Todayhellip
- Slide 6
- Slide 7
- Slide 8
- Slide 9
- Slide 10
- Slide 11
- Slide 12
- Slide 13
- Slide 14
- Slide 15
- Slide 16
- Slide 17
- Slide 18
- Slide 19
- Slide 20
- Slide 21
- Slide 22
- Slide 23
- Itrsquos Big Ecosystem
- Slide 25
- Slide 26
- Slide 27
- Slide 28
- Slide 29
- Slide 30
- Slide 31
- Slide 32
- Slide 33
- Slide 34
- Slide 35
- Slide 36
- Slide 37
- Slide 38
- Slide 39
- Slide 40
- Slide 41
- Slide 42
- Explain Information Overload
- Explain Platform Benefits
- Slide 45
- Slide 46
- Slide 47
- Add Value (Decision Makers)
- Prioritize and Plan
- Map Solutions to Objectives
- Slide 51
- Slide 52
- SharePoint Solutions (Evolution)
- Slide 54
- Slide 55
- Slide 56
- How do we get here
- Evaluating With Discounted Cash Flow
- Slide 59
- Slide 60
- Slide 61
- Slide 62
- Slide 63
- Examples
- Slide 65
- Slide 66
- Example of Non-Financial Measurement
- Slide 68
- Slide 69
- Slide 71
- Slide 72
- What you donrsquot want
- Slide 74
- Slide 75
- Slide 76
- Slide 77
- Slide 78
- Slide 79
- Slide 80
- Slide 81
- Teamwork is Key
- Alternative Teams
- Slide 84
- Slide 85
- Executing Governance
- Slide 87
- Governance Outcomes
- Slide 89
- Operations Outcomes
- Development Outcomes
- Support Outcomes
- Support Outcomes (2)
- Slide 94
- Governance Checklist
- TechNet Community and More
- Slide 97
- Governance Classification Triangle
- ITIL Framework
- COBIT Framework
- Microsoft Operations Framework (MOF)
- Slide 102
- Slide 103
- Slide 104
- Slide 105
- Slide 106
- Slide 107
- Slide 108
- Opportunistic Driven Learning
- Slide 110
- Slide 111
- Slide 112
- Slide 113
- Slide 114
- Slide 115
- Slide 116
- Slide 117
- Slide 119
- Slide 120
- Productivity Hub
- Slide 122
- Slide 123
- Slide 124
- Slide 125
- Slide 126
- Slide 127
- Slide 128
- Slide 129
- Slide 130
- Slide 131
- Slide 132
- Slide 133
- Slide 135
- Slide 137
- Slide 138
- Slide 139
- Slide 140
- Slide 141
- Slide 142
- Slide 143
- Slide 144
- Slide 145
- Slide 146
- Slide 147
- Slide 149
- Slide 150
- Slide 151
- Slide 152
- Slide 153
- Slide 154
- So being successful requireshellip
- Success Factorshellip
- Thank You Organizers Sponsors and You for Making this Possibl
-
The OutcomeThe SharePoint Implementation continues to
grow expand and provide more value
What to watch out forhellipYou need to plan support for new
workrequests otherwise people will lose confidence
So being successful requireshellip
Understanding the non technical as well as the technical
1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth
1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities
Success Factorshellip
Thank You Organizers Sponsors and You for Making this Possible
Questions Ideas Feedback Contact me
Twitter rharbridge
Blog wwwrharbridgecom
LinkedIn wwwlinkedincominrharbridge
Email me at richardrharbridgecom
My company wwwAllincom
- Future Proofing Your SharePoint Success
- Slide 2
- Understanding the Non Technical
- Our Goal Todayhellip
- Slide 6
- Slide 7
- Slide 8
- Slide 9
- Slide 10
- Slide 11
- Slide 12
- Slide 13
- Slide 14
- Slide 15
- Slide 16
- Slide 17
- Slide 18
- Slide 19
- Slide 20
- Slide 21
- Slide 22
- Slide 23
- Itrsquos Big Ecosystem
- Slide 25
- Slide 26
- Slide 27
- Slide 28
- Slide 29
- Slide 30
- Slide 31
- Slide 32
- Slide 33
- Slide 34
- Slide 35
- Slide 36
- Slide 37
- Slide 38
- Slide 39
- Slide 40
- Slide 41
- Slide 42
- Explain Information Overload
- Explain Platform Benefits
- Slide 45
- Slide 46
- Slide 47
- Add Value (Decision Makers)
- Prioritize and Plan
- Map Solutions to Objectives
- Slide 51
- Slide 52
- SharePoint Solutions (Evolution)
- Slide 54
- Slide 55
- Slide 56
- How do we get here
- Evaluating With Discounted Cash Flow
- Slide 59
- Slide 60
- Slide 61
- Slide 62
- Slide 63
- Examples
- Slide 65
- Slide 66
- Example of Non-Financial Measurement
- Slide 68
- Slide 69
- Slide 71
- Slide 72
- What you donrsquot want
- Slide 74
- Slide 75
- Slide 76
- Slide 77
- Slide 78
- Slide 79
- Slide 80
- Slide 81
- Teamwork is Key
- Alternative Teams
- Slide 84
- Slide 85
- Executing Governance
- Slide 87
- Governance Outcomes
- Slide 89
- Operations Outcomes
- Development Outcomes
- Support Outcomes
- Support Outcomes (2)
- Slide 94
- Governance Checklist
- TechNet Community and More
- Slide 97
- Governance Classification Triangle
- ITIL Framework
- COBIT Framework
- Microsoft Operations Framework (MOF)
- Slide 102
- Slide 103
- Slide 104
- Slide 105
- Slide 106
- Slide 107
- Slide 108
- Opportunistic Driven Learning
- Slide 110
- Slide 111
- Slide 112
- Slide 113
- Slide 114
- Slide 115
- Slide 116
- Slide 117
- Slide 119
- Slide 120
- Productivity Hub
- Slide 122
- Slide 123
- Slide 124
- Slide 125
- Slide 126
- Slide 127
- Slide 128
- Slide 129
- Slide 130
- Slide 131
- Slide 132
- Slide 133
- Slide 135
- Slide 137
- Slide 138
- Slide 139
- Slide 140
- Slide 141
- Slide 142
- Slide 143
- Slide 144
- Slide 145
- Slide 146
- Slide 147
- Slide 149
- Slide 150
- Slide 151
- Slide 152
- Slide 153
- Slide 154
- So being successful requireshellip
- Success Factorshellip
- Thank You Organizers Sponsors and You for Making this Possibl
-
What to watch out forhellipYou need to plan support for new
workrequests otherwise people will lose confidence
So being successful requireshellip
Understanding the non technical as well as the technical
1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth
1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities
Success Factorshellip
Thank You Organizers Sponsors and You for Making this Possible
Questions Ideas Feedback Contact me
Twitter rharbridge
Blog wwwrharbridgecom
LinkedIn wwwlinkedincominrharbridge
Email me at richardrharbridgecom
My company wwwAllincom
- Future Proofing Your SharePoint Success
- Slide 2
- Understanding the Non Technical
- Our Goal Todayhellip
- Slide 6
- Slide 7
- Slide 8
- Slide 9
- Slide 10
- Slide 11
- Slide 12
- Slide 13
- Slide 14
- Slide 15
- Slide 16
- Slide 17
- Slide 18
- Slide 19
- Slide 20
- Slide 21
- Slide 22
- Slide 23
- Itrsquos Big Ecosystem
- Slide 25
- Slide 26
- Slide 27
- Slide 28
- Slide 29
- Slide 30
- Slide 31
- Slide 32
- Slide 33
- Slide 34
- Slide 35
- Slide 36
- Slide 37
- Slide 38
- Slide 39
- Slide 40
- Slide 41
- Slide 42
- Explain Information Overload
- Explain Platform Benefits
- Slide 45
- Slide 46
- Slide 47
- Add Value (Decision Makers)
- Prioritize and Plan
- Map Solutions to Objectives
- Slide 51
- Slide 52
- SharePoint Solutions (Evolution)
- Slide 54
- Slide 55
- Slide 56
- How do we get here
- Evaluating With Discounted Cash Flow
- Slide 59
- Slide 60
- Slide 61
- Slide 62
- Slide 63
- Examples
- Slide 65
- Slide 66
- Example of Non-Financial Measurement
- Slide 68
- Slide 69
- Slide 71
- Slide 72
- What you donrsquot want
- Slide 74
- Slide 75
- Slide 76
- Slide 77
- Slide 78
- Slide 79
- Slide 80
- Slide 81
- Teamwork is Key
- Alternative Teams
- Slide 84
- Slide 85
- Executing Governance
- Slide 87
- Governance Outcomes
- Slide 89
- Operations Outcomes
- Development Outcomes
- Support Outcomes
- Support Outcomes (2)
- Slide 94
- Governance Checklist
- TechNet Community and More
- Slide 97
- Governance Classification Triangle
- ITIL Framework
- COBIT Framework
- Microsoft Operations Framework (MOF)
- Slide 102
- Slide 103
- Slide 104
- Slide 105
- Slide 106
- Slide 107
- Slide 108
- Opportunistic Driven Learning
- Slide 110
- Slide 111
- Slide 112
- Slide 113
- Slide 114
- Slide 115
- Slide 116
- Slide 117
- Slide 119
- Slide 120
- Productivity Hub
- Slide 122
- Slide 123
- Slide 124
- Slide 125
- Slide 126
- Slide 127
- Slide 128
- Slide 129
- Slide 130
- Slide 131
- Slide 132
- Slide 133
- Slide 135
- Slide 137
- Slide 138
- Slide 139
- Slide 140
- Slide 141
- Slide 142
- Slide 143
- Slide 144
- Slide 145
- Slide 146
- Slide 147
- Slide 149
- Slide 150
- Slide 151
- Slide 152
- Slide 153
- Slide 154
- So being successful requireshellip
- Success Factorshellip
- Thank You Organizers Sponsors and You for Making this Possibl
-
So being successful requireshellip
Understanding the non technical as well as the technical
1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth
1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities
Success Factorshellip
Thank You Organizers Sponsors and You for Making this Possible
Questions Ideas Feedback Contact me
Twitter rharbridge
Blog wwwrharbridgecom
LinkedIn wwwlinkedincominrharbridge
Email me at richardrharbridgecom
My company wwwAllincom
- Future Proofing Your SharePoint Success
- Slide 2
- Understanding the Non Technical
- Our Goal Todayhellip
- Slide 6
- Slide 7
- Slide 8
- Slide 9
- Slide 10
- Slide 11
- Slide 12
- Slide 13
- Slide 14
- Slide 15
- Slide 16
- Slide 17
- Slide 18
- Slide 19
- Slide 20
- Slide 21
- Slide 22
- Slide 23
- Itrsquos Big Ecosystem
- Slide 25
- Slide 26
- Slide 27
- Slide 28
- Slide 29
- Slide 30
- Slide 31
- Slide 32
- Slide 33
- Slide 34
- Slide 35
- Slide 36
- Slide 37
- Slide 38
- Slide 39
- Slide 40
- Slide 41
- Slide 42
- Explain Information Overload
- Explain Platform Benefits
- Slide 45
- Slide 46
- Slide 47
- Add Value (Decision Makers)
- Prioritize and Plan
- Map Solutions to Objectives
- Slide 51
- Slide 52
- SharePoint Solutions (Evolution)
- Slide 54
- Slide 55
- Slide 56
- How do we get here
- Evaluating With Discounted Cash Flow
- Slide 59
- Slide 60
- Slide 61
- Slide 62
- Slide 63
- Examples
- Slide 65
- Slide 66
- Example of Non-Financial Measurement
- Slide 68
- Slide 69
- Slide 71
- Slide 72
- What you donrsquot want
- Slide 74
- Slide 75
- Slide 76
- Slide 77
- Slide 78
- Slide 79
- Slide 80
- Slide 81
- Teamwork is Key
- Alternative Teams
- Slide 84
- Slide 85
- Executing Governance
- Slide 87
- Governance Outcomes
- Slide 89
- Operations Outcomes
- Development Outcomes
- Support Outcomes
- Support Outcomes (2)
- Slide 94
- Governance Checklist
- TechNet Community and More
- Slide 97
- Governance Classification Triangle
- ITIL Framework
- COBIT Framework
- Microsoft Operations Framework (MOF)
- Slide 102
- Slide 103
- Slide 104
- Slide 105
- Slide 106
- Slide 107
- Slide 108
- Opportunistic Driven Learning
- Slide 110
- Slide 111
- Slide 112
- Slide 113
- Slide 114
- Slide 115
- Slide 116
- Slide 117
- Slide 119
- Slide 120
- Productivity Hub
- Slide 122
- Slide 123
- Slide 124
- Slide 125
- Slide 126
- Slide 127
- Slide 128
- Slide 129
- Slide 130
- Slide 131
- Slide 132
- Slide 133
- Slide 135
- Slide 137
- Slide 138
- Slide 139
- Slide 140
- Slide 141
- Slide 142
- Slide 143
- Slide 144
- Slide 145
- Slide 146
- Slide 147
- Slide 149
- Slide 150
- Slide 151
- Slide 152
- Slide 153
- Slide 154
- So being successful requireshellip
- Success Factorshellip
- Thank You Organizers Sponsors and You for Making this Possibl
-
1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth
1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities
Success Factorshellip
Thank You Organizers Sponsors and You for Making this Possible
Questions Ideas Feedback Contact me
Twitter rharbridge
Blog wwwrharbridgecom
LinkedIn wwwlinkedincominrharbridge
Email me at richardrharbridgecom
My company wwwAllincom
- Future Proofing Your SharePoint Success
- Slide 2
- Understanding the Non Technical
- Our Goal Todayhellip
- Slide 6
- Slide 7
- Slide 8
- Slide 9
- Slide 10
- Slide 11
- Slide 12
- Slide 13
- Slide 14
- Slide 15
- Slide 16
- Slide 17
- Slide 18
- Slide 19
- Slide 20
- Slide 21
- Slide 22
- Slide 23
- Itrsquos Big Ecosystem
- Slide 25
- Slide 26
- Slide 27
- Slide 28
- Slide 29
- Slide 30
- Slide 31
- Slide 32
- Slide 33
- Slide 34
- Slide 35
- Slide 36
- Slide 37
- Slide 38
- Slide 39
- Slide 40
- Slide 41
- Slide 42
- Explain Information Overload
- Explain Platform Benefits
- Slide 45
- Slide 46
- Slide 47
- Add Value (Decision Makers)
- Prioritize and Plan
- Map Solutions to Objectives
- Slide 51
- Slide 52
- SharePoint Solutions (Evolution)
- Slide 54
- Slide 55
- Slide 56
- How do we get here
- Evaluating With Discounted Cash Flow
- Slide 59
- Slide 60
- Slide 61
- Slide 62
- Slide 63
- Examples
- Slide 65
- Slide 66
- Example of Non-Financial Measurement
- Slide 68
- Slide 69
- Slide 71
- Slide 72
- What you donrsquot want
- Slide 74
- Slide 75
- Slide 76
- Slide 77
- Slide 78
- Slide 79
- Slide 80
- Slide 81
- Teamwork is Key
- Alternative Teams
- Slide 84
- Slide 85
- Executing Governance
- Slide 87
- Governance Outcomes
- Slide 89
- Operations Outcomes
- Development Outcomes
- Support Outcomes
- Support Outcomes (2)
- Slide 94
- Governance Checklist
- TechNet Community and More
- Slide 97
- Governance Classification Triangle
- ITIL Framework
- COBIT Framework
- Microsoft Operations Framework (MOF)
- Slide 102
- Slide 103
- Slide 104
- Slide 105
- Slide 106
- Slide 107
- Slide 108
- Opportunistic Driven Learning
- Slide 110
- Slide 111
- Slide 112
- Slide 113
- Slide 114
- Slide 115
- Slide 116
- Slide 117
- Slide 119
- Slide 120
- Productivity Hub
- Slide 122
- Slide 123
- Slide 124
- Slide 125
- Slide 126
- Slide 127
- Slide 128
- Slide 129
- Slide 130
- Slide 131
- Slide 132
- Slide 133
- Slide 135
- Slide 137
- Slide 138
- Slide 139
- Slide 140
- Slide 141
- Slide 142
- Slide 143
- Slide 144
- Slide 145
- Slide 146
- Slide 147
- Slide 149
- Slide 150
- Slide 151
- Slide 152
- Slide 153
- Slide 154
- So being successful requireshellip
- Success Factorshellip
- Thank You Organizers Sponsors and You for Making this Possibl
-
Thank You Organizers Sponsors and You for Making this Possible
Questions Ideas Feedback Contact me
Twitter rharbridge
Blog wwwrharbridgecom
LinkedIn wwwlinkedincominrharbridge
Email me at richardrharbridgecom
My company wwwAllincom
- Future Proofing Your SharePoint Success
- Slide 2
- Understanding the Non Technical
- Our Goal Todayhellip
- Slide 6
- Slide 7
- Slide 8
- Slide 9
- Slide 10
- Slide 11
- Slide 12
- Slide 13
- Slide 14
- Slide 15
- Slide 16
- Slide 17
- Slide 18
- Slide 19
- Slide 20
- Slide 21
- Slide 22
- Slide 23
- Itrsquos Big Ecosystem
- Slide 25
- Slide 26
- Slide 27
- Slide 28
- Slide 29
- Slide 30
- Slide 31
- Slide 32
- Slide 33
- Slide 34
- Slide 35
- Slide 36
- Slide 37
- Slide 38
- Slide 39
- Slide 40
- Slide 41
- Slide 42
- Explain Information Overload
- Explain Platform Benefits
- Slide 45
- Slide 46
- Slide 47
- Add Value (Decision Makers)
- Prioritize and Plan
- Map Solutions to Objectives
- Slide 51
- Slide 52
- SharePoint Solutions (Evolution)
- Slide 54
- Slide 55
- Slide 56
- How do we get here
- Evaluating With Discounted Cash Flow
- Slide 59
- Slide 60
- Slide 61
- Slide 62
- Slide 63
- Examples
- Slide 65
- Slide 66
- Example of Non-Financial Measurement
- Slide 68
- Slide 69
- Slide 71
- Slide 72
- What you donrsquot want
- Slide 74
- Slide 75
- Slide 76
- Slide 77
- Slide 78
- Slide 79
- Slide 80
- Slide 81
- Teamwork is Key
- Alternative Teams
- Slide 84
- Slide 85
- Executing Governance
- Slide 87
- Governance Outcomes
- Slide 89
- Operations Outcomes
- Development Outcomes
- Support Outcomes
- Support Outcomes (2)
- Slide 94
- Governance Checklist
- TechNet Community and More
- Slide 97
- Governance Classification Triangle
- ITIL Framework
- COBIT Framework
- Microsoft Operations Framework (MOF)
- Slide 102
- Slide 103
- Slide 104
- Slide 105
- Slide 106
- Slide 107
- Slide 108
- Opportunistic Driven Learning
- Slide 110
- Slide 111
- Slide 112
- Slide 113
- Slide 114
- Slide 115
- Slide 116
- Slide 117
- Slide 119
- Slide 120
- Productivity Hub
- Slide 122
- Slide 123
- Slide 124
- Slide 125
- Slide 126
- Slide 127
- Slide 128
- Slide 129
- Slide 130
- Slide 131
- Slide 132
- Slide 133
- Slide 135
- Slide 137
- Slide 138
- Slide 139
- Slide 140
- Slide 141
- Slide 142
- Slide 143
- Slide 144
- Slide 145
- Slide 146
- Slide 147
- Slide 149
- Slide 150
- Slide 151
- Slide 152
- Slide 153
- Slide 154
- So being successful requireshellip
- Success Factorshellip
- Thank You Organizers Sponsors and You for Making this Possibl
-