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How to Effectively Plan, Execute and Control SharePoint Projects Dux Raymond Sy, PMP, MVP Managing Partner, Innovative-e Level: Intermediate Video Recording: https://vimeo.com/55729180

How to Plan, Manage and Control SharePoint Projects

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Presented at SP LIve 360 Orlando, FL December 2012

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  • 1. How to Effectively Plan, Executeand Control SharePoint ProjectsDux Raymond Sy, PMP, MVPManaging Partner, Innovative-e Level: IntermediateVideo Recording: https://vimeo.com/55729180

2. Objectives In this presentation, you will learn the essential components of delivering successful SharePoint projects In addition, youll learn key techniques in: Establishing Project Success Criteria Collaboratively Engineer a Solution Developing Relevant Project Plan Executing and Controlling a SharePoint Project 3. Agenda Cant We Just Focus on the Technology? Establish Success Criteria Collaboratively Engineer a Solution Develop Relevant Project Plan Effectively Manage the Project 4. Agenda Cant We Just Focus on the Technology? Establish Success Criteria Collaboratively Engineer a SolutionWhy wont Develop Relevant Project Planthis one fit? Effectively Manage the Project 5. Typical 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 6. Implementation Continuum Draconian ITGovernedWild Wild ControlEmpowerment West Chaos 7. Agenda Cant We Just Focus on the Technology? Establish Success Criteria Collaboratively Engineer a Solution Develop Relevant Project Plan Effectively Manage the Project 8. What Does Winning Look Like? Why is SharePoint being implemented? What is the Priority? Time Cost/Budget Scope Identify Key Stakeholders Sponsor Customer Team 9. Establish Rules of Engagement Project Phases Initiation Planning Execution Control Closing Roles and Responsibilities Project Communication Project Tracking 10. Agenda Cant We Just Focus on the Technology? Establish Success Criteria Collaboratively Engineer a Solution Develop Relevant Project Plan Effectively Manage the Project 11. Executive Ignorance Is Not Bliss Execs ordered SharePoint to be deployed Do they REALLY understand the value of SharePoint to theorganization? Is the budget realistic? As the enlightened ones, its our responsibility to raise executive awareness about SharePoint 12. 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 13. Dont Call it SharePoint Enterprise Solutions Corporate Intranet Content Management Point Solutions Employee Onboarding System for Human Resources Conference Room Scheduling System for Facilities Project Management Information System for PMs System Integration Custom Application Development 14. Keep Priorities in Order You cant do it all! What business need should you solve first? What are common features that can be deployed? Project scope must be limited and specific Whats important? Time? Budget? Functionality? Tip: Involve decision makers in planning and prioritization 15. Agenda Cant We Just Focus on the Technology? Establish Success Criteria Collaboratively Engineer a Solution Develop Relevant Project Plan Effectively Manage the Project 16. 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? 17. Example: Project GoalThe current SharePoint 2007 intranet will be upgraded toSharePoint 2010 throughout the university in order to increaseadoption and reduce IT support requirements.The upgrade should be completed a month before Fallsemester begins. 18. 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 19. Define the Work NeededSharePoint 2010 Upgrade ContentInstall & GovernanceTraining Migration Configure 20. What are You Estimating For?Duration Work ResourceAttend ConferencePaint This RoomInstall SharePoint 2010on Single Server 21. Create Schedule 22. IT Can You Handle This? Implementation Do you have the relevant skillsetsto plan, engage with the business,deploy SharePoint? Are key processes for releasemanagement, disaster recovery,auditing in place? Support and Maintenance What does the support structure look like? Resources available for maintaining related technologies? Future Releases 23. Agenda Cant We Just Focus on the Technology? Establish Success Criteria Collaboratively Engineer a Solution Develop Relevant Project Plan Effectively Manage the Project 24. What Do You Track? 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 doesnt mean jack squat 25. Tracking Process Monitoring Progress Analyzing Status Correcting the Schedule Managing Changes 26. Questions?Dux Raymond [email protected] 27. Thank You!