Dux Raymond Sy gave a presentation on effectively planning, executing, and controlling SharePoint projects. The presentation objectives were to learn the essential components of delivering successful SharePoint projects and key techniques in establishing success criteria, collaboratively engineering a solution, developing a relevant project plan, and executing and controlling the project. Sy discussed important steps like defining project goals and deliverables, creating a work breakdown structure and schedule, appropriately staffing the project team, and effectively tracking project progress.
How to Effectively Plan, Execute and Control SharePoint Projects
1. How to Effectively
Plan, Execute & Control
SharePoint Projects
Dux Raymond Sy, PMP
September 23, 2010
10:00 AM – 11:00 AM (PT)
Recorded Webcast:
http://www.youtube.com/watch?v=EB3Es0ZYscM
2. Presentation Objectives
In this presentation, you will learn the essential components
of delivering successful SharePoint projects
In addition, you'll learn key techniques in:
Establishing Project Success Criteria
Collaboratively Engineer a Solution
Developing Relevant Project Plan
Executing and Controlling a SharePoint Project
Twitter: @meetdux Hashtag: #pm4sp
3. Dux Raymond Sy, PMP
Managing Partner, Innovative-E, Inc.
Author, “SharePoint for Project
Management” by O’Reilly Media
For more information, connect with Dux
E-Mail: dux.sy@innovative-e.com
Twitter: twitter.com/meetdux
LinkedIn: meetdux.com/li
Blog: meetdux.com
Twitter: @meetdux Hashtag: #pm4sp
4. Agenda
Can’t We Just Focus on the Technology?
Establish Success Criteria
Collaboratively Engineer a Solution
Develop Relevant Project Plan
Execute and Control the SharePoint Project
Questions and Answers
Twitter: @meetdux Hashtag: #pm4sp
5. Typical Implementation Scenarios
Pilot deployment for IT then magically it becomes an
enterprise production deployment
No planning
Everything is ad-hoc
No budget earmarked
Heavily customized implementation by techies lacking
SharePoint skillz
Twitter: @meetdux Hashtag: #pm4sp
7. What are the key steps?
Establish Success Criteria
Collaboratively Engineer a Solution
Define Project Objectives
Develop Relevant Project Plan
Execute and Control the SharePoint Project
Twitter: @meetdux Hashtag: #pm4sp
8. Agenda
Can’t We Just Focus on the Technology?
Establish Success Criteria
Collaboratively Engineer a Solution
Define Project Objectives
Develop Relevant Project Plan
Execute and Control the SharePoint Project
Questions and Answers
Twitter: @meetdux Hashtag: #pm4sp
9. Key Steps to Define Project Success
Why is SharePoint being implemented?
What is the Priority?
Time
Cost/Budget
Scope
Identify Key Stakeholders
Sponsor
Customer
Team
Twitter: @meetdux Hashtag: #pm4sp
10. Establish Rules of Engagement
Project Phases
Initiation
Planning
Execution
Control
Closing
Roles and Responsibilities
Project Communication
Project Tracking
Twitter: @meetdux Hashtag: #pm4sp
11. Agenda
Can’t We Just Focus on the Technology?
Establish Success Criteria
Collaboratively Engineer a Solution
Define Project Objectives
Develop Relevant Project Plan
Execute and Control the SharePoint Project
Questions and Answers
Twitter: @meetdux Hashtag: #pm4sp
12. Executive SharePoint Ignorance is Not Bliss
Execs ordered SharePoint to be deployed
Do they REALLY understand the value of SharePoint to the
organization?
Is the budget realistic?
As the enlightened ones, it’s our responsibility to raise
executive awareness about SharePoint
Read “5 Reasons Why Executive SharePoint Ignorance is
Not Bliss” http://go.meetdux.com/393b
Attend Oct 8, 2010 SharePoint event for executives in DC
http://ExecutiveInsightsDC.com
Twitter: @meetdux Hashtag: #pm4sp
13. Educate and Engage the Business
SharePoint is more than just a glorified network share
Stress that SharePoint is a platform
Tip: Address their pain points
Provide high-level technology overview
Discuss business challenges
Map it to a SharePoint Solution
Twitter: @meetdux Hashtag: #pm4sp
14. Don’t Call It SharePoint!
Generic Solutions
Corporate Intranet
Content Management
Specific Solutions
Employee Onboarding System for Human Resources
Conference Room Scheduling System for Facilities
Project Management Information System for PMs
System Integration
Custom Application Development
Twitter: @meetdux Hashtag: #pm4sp
15. Keep Priorities In Order
You can’t do it all!
What business need should you solve first?
What are common features that can be deployed?
Project scope must be limited and specific
What’s important? Time? Budget? Functionality?
Tip: Involve decision makers in planning and prioritization
Read “How to Prioritize Business Needs When
Implementing SharePoint” http://go.meetdux.com/sbyv
Twitter: @meetdux Hashtag: #pm4sp
17. Proper Requirements Development
Watch: Best Practices in Gathering Requirements
for SharePoint Projects http://bit.ly/cwdCBp
Twitter: @meetdux Hashtag: #pm4sp
18. Agenda
Can’t We Just Focus on the Technology?
Establish Success Criteria
Collaboratively Engineer a Solution
Define Project Objectives
Develop Relevant Project Plan
Execute and Control the SharePoint Project
Questions and Answers
Twitter: @meetdux Hashtag: #pm4sp
19. Define Project Goal
A clear, quantifiable statement of project intent
Why is the project being undertaken?
What will the project achieve?
Who is the customer?
When is the deadline?
Where will the project be implemented?
Any constraints?
Twitter: @meetdux Hashtag: #pm4sp
20. Project Goal Example
The current SharePoint 2007 intranet will be
upgraded to SharePoint 2010 throughout the
university in order to increase adoption and
reduce IT support requirements.
The upgrade should be completed a month
before Fall semester begins.
Twitter: @meetdux Hashtag: #pm4sp
21. Identify Relevant Deliverables
Apart from the end product, what are the essential
project artifacts and or milestones that needs to be
completed?
For example:
Governance Plan
Training
Content Migration
SharePoint 2010 Installation and Configuration
Twitter: @meetdux Hashtag: #pm4sp
22. Agenda
Can’t We Just Focus on the Technology?
Establish Success Criteria
Collaboratively Engineer a Solution
Define Project Objectives
Develop Relevant Project Plan
Execute and Control the SharePoint Project
Questions and Answers
Twitter: @meetdux Hashtag: #pm4sp
23. Define the Work Needed
A WBS is a deliverable-based grouping of project tasks
and an effective way to define and organize all of the
work required to complete a project
SharePoint 2010 Upgrade
Content Install &
Governance Training
Migration Configure
Twitter: @meetdux Hashtag: #pm4sp
24. What Are You Estimating For?
Duration Work Resource
Attend O’Reilly Webcast
Paint This Room
Install SharePoint 2010
on Single Server
Twitter: @meetdux Hashtag: #pm4sp
27. IT, Can You Handle This?
Implementation
Do you have the relevant skillsets
to plan, engage with the business,
deploy SharePoint?
Are key processes for release
management, disaster recovery,
auditing in place?
Support and Maintenance
What does the support structure look like?
Resources available for maintaining related technologies?
Future Releases
Twitter: @meetdux Hashtag: #pm4sp
28. Staff Your SharePoint Project Realistically
Committed Sponsor
+
Project Manager
IT group
• SharePoint developer
• SharePoint infrastructure Business group
specialist
• SharePoint architect • SharePoint business analyst
• SharePoint trainer
• SharePoint designer
Twitter: @meetdux Hashtag: #pm4sp
29. Agenda
Can’t We Just Focus on the Technology?
Establish Success Criteria
Collaboratively Engineer a Solution
Define Project Objectives
Develop Relevant Project Plan
Execute and Control the SharePoint Project
Questions and Answers
Twitter: @meetdux Hashtag: #pm4sp
30. How Do You Track Progress?
“The only man who behaved sensibly was my
tailor; he took my measurement anew every time
he saw me, while all the rest went on with their old
measurements and expected them to fit me. “
— George Bernard Shaw,
Essayist and Nobel laureate
Twitter: @meetdux Hashtag: #pm4sp
31. SharePoint Project Tracking
Making time to gather intelligence about the progress of
the project is a significant priority for the project manager
What critical elements of a project do you track?
Schedule
Risks
Changes
_____________________
_____________________
Tracking with percentages doesn’t mean jack squat
Twitter: @meetdux Hashtag: #pm4sp
32. Key Steps in Project Tracking
Monitoring Progress
Analyzing Status
Correcting the Schedule
Managing Changes
Twitter: @meetdux Hashtag: #pm4sp
34. Agenda
Can’t We Just Focus on the Technology?
Establish Success Criteria
Collaboratively Engineer a Solution
Define Project Objectives
Develop Relevant Project Plan
Execute and Control the SharePoint Project
Questions and Answers
Twitter: @meetdux Hashtag: #pm4sp
35. Questions?
E-Mail: dux.sy@innovative-e.com
LinkedIn: meetdux.com/li
Blog: meetdux.com
Twitter: meetdux
Don’t Miss http://ExecutiveInsightsDC.com
How did you like the presentation?
http://meetdux.com/feedback/
Twitter: @meetdux Hashtag: #pm4sp