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Project
Management
met SharePoint
Marijn Somers
Agenda
   Project Management Uitdagingen
   Waarom SharePoint ?
   Wat is SharePoint ?
   Definitie van SharePoint onderdelen
   Hoe ondersteunt SharePoint projecten ?
   klant Project methodologie
   Communicatieplan
   Zelfhulp faciliteiten
   Next steps
Uitdagingen
 Standaard proces
 Communicatie
 Waar deel ik bestanden met het team?
 Hoe zorg ik ervoor dat delen van het
 team niet aan bepaalde documenten
 kunnen?
 Opvolging van taken
 Rapportage
Waarom SharePoint ?
 Project Management Information
 Information Structure
 Minimale IT interventies
 Gebaseerd op bekende tools:
 web, windows, office
 Toegang limiteren
 Project artifacts centraal beheren
 Communicatie stroomlijnen
Hoe helpt SharePoint ?
   Beheren van taken
   Kalender functionaliteiten voor milestones en
    planning
   Centrale locatie voor alle informatie
   Content Types
   Contactlijsten
   Change requests lijsten
   Alerts
   Gebruikersbeheer
Definitie van site onderdelen
PMIS                                                                      SharePoint
                   Purpose
component                                                                 Component
                   Stores common project events such as meetings,         Calendar, Meeting
Project Calendar
                   deadlines, and resource avialability                   Workspace
                   Stores project task information, assignments, and
Project tasks                                                             Project task list
                   status
Project risks      Stores project risks information, priority, and status Issue tracking list
Project contacts Stores common project contacts                           Contact list
                   Stores project resource information, skillsets, and
Project resource                                                          Custom list
                   rates
Project            Stores relevant project documents, templates,
                                                                          Document library
documents          checklists, and reports
               Automated change request system that stores
Change request                                                            Custom list + Custom
               change request information, decisions, and
system                                                                    Workflow
               actions.
Project
              Stores relevant project announcements                       Announcements list
announcements
Project            Stores project milestone information with baseline
                                                                          Custom list
milestones         dates and actual dates
Identificatie van communicatie
behoeftes
     Belangrijke stap in Project Planning
     faciliteert effectieve communicatie met alle stakeholders
     Met volgende elementen:
       Communicatie objectieven
       Project stakeholders
       Formaat en inhoud
       Methode en frequentie


     Waarom zo belangrijk ?
       Security
       Aanmaak van dashboards
       Key performance indicators
       rapportages
Identificatie van communicatie
behoeftes
       Stakeholder            Project information requirements
                               Regular email updates on project
   Chief executive officer
                                    milestones and risks
                             Access to project budget information
   Chief financial officer   and to review and update any change
                                       to project finances
                             Review project tasks, milestones, and
     Program manager
                                             risks
                                  Review and update project
      Team Members
                                         information
Zelfhulp faciliteiten
   Werken met SharePoint is een andere manier van
    werken
    om deelnemers optimaal te laten werken, crëer
    zelfhulp faciliteiten voor eenvoudige zaken:
       Check in / check out van een document
       Hoe maak ik een Meeting Workspace ?
       Hoe sla ik een document op in SharePoint ?
       Hoe doe ik een update van een taak ?
       Hoe voeg ik iemand toe aan mijn site ?

   Filmpjes: SharePoint Screencasts
    Wiki
   Procedures
Next steps
   Bouwen van een PMIS Template
   Projecten in test
       Zelfhulp faciliteiten
       Feedback verzamelen

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Project management met SharePoint

  • 2. Agenda  Project Management Uitdagingen  Waarom SharePoint ?  Wat is SharePoint ?  Definitie van SharePoint onderdelen  Hoe ondersteunt SharePoint projecten ?  klant Project methodologie  Communicatieplan  Zelfhulp faciliteiten  Next steps
  • 3. Uitdagingen  Standaard proces  Communicatie  Waar deel ik bestanden met het team?  Hoe zorg ik ervoor dat delen van het team niet aan bepaalde documenten kunnen?  Opvolging van taken  Rapportage
  • 4. Waarom SharePoint ?  Project Management Information Information Structure  Minimale IT interventies  Gebaseerd op bekende tools: web, windows, office  Toegang limiteren  Project artifacts centraal beheren  Communicatie stroomlijnen
  • 5. Hoe helpt SharePoint ?  Beheren van taken  Kalender functionaliteiten voor milestones en planning  Centrale locatie voor alle informatie  Content Types  Contactlijsten  Change requests lijsten  Alerts  Gebruikersbeheer
  • 6. Definitie van site onderdelen PMIS SharePoint Purpose component Component Stores common project events such as meetings, Calendar, Meeting Project Calendar deadlines, and resource avialability Workspace Stores project task information, assignments, and Project tasks Project task list status Project risks Stores project risks information, priority, and status Issue tracking list Project contacts Stores common project contacts Contact list Stores project resource information, skillsets, and Project resource Custom list rates Project Stores relevant project documents, templates, Document library documents checklists, and reports Automated change request system that stores Change request Custom list + Custom change request information, decisions, and system Workflow actions. Project Stores relevant project announcements Announcements list announcements Project Stores project milestone information with baseline Custom list milestones dates and actual dates
  • 7. Identificatie van communicatie behoeftes  Belangrijke stap in Project Planning  faciliteert effectieve communicatie met alle stakeholders  Met volgende elementen:  Communicatie objectieven  Project stakeholders  Formaat en inhoud  Methode en frequentie  Waarom zo belangrijk ?  Security  Aanmaak van dashboards  Key performance indicators  rapportages
  • 8. Identificatie van communicatie behoeftes Stakeholder Project information requirements Regular email updates on project Chief executive officer milestones and risks Access to project budget information Chief financial officer and to review and update any change to project finances Review project tasks, milestones, and Program manager risks Review and update project Team Members information
  • 9. Zelfhulp faciliteiten  Werken met SharePoint is een andere manier van werken  om deelnemers optimaal te laten werken, crëer zelfhulp faciliteiten voor eenvoudige zaken:  Check in / check out van een document  Hoe maak ik een Meeting Workspace ?  Hoe sla ik een document op in SharePoint ?  Hoe doe ik een update van een taak ?  Hoe voeg ik iemand toe aan mijn site ?  Filmpjes: SharePoint Screencasts  Wiki  Procedures
  • 10. Next steps  Bouwen van een PMIS Template  Projecten in test  Zelfhulp faciliteiten  Feedback verzamelen