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How to Effectively Plan, Execute & Control SharePoint Projects Dux Raymond Sy, PMP Watch Recording: http://vimeo.com/20503494

How to Best Manage SP Projects #SPSNOLA

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Presented at SharePoint Saturday NOLAFeb 2011

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  • 1. How to Effectively Plan, Execute & Control SharePoint Projects Dux Raymond Sy, PMPWatch Recording: http://vimeo.com/20503494

2. Presentation Objectives In this presentation, you will learn the essential componentsof 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 ProjectTwitter: @meetdux #spsnola 3. Dux Raymond Sy, PMP, MVP Managing Partner, Innovative-e, Inc. SharePoint Server MVP Author, SharePoint for Project Management by OReilly Media For more information, connect with Dux E-Mail: [email protected] Twitter: twitter.com/meetdux LinkedIn: meetdux.com/li Blog: meetdux.comTwitter: @meetdux #spsnola 4. Agenda Cant 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 AnswersTwitter: @meetdux #spsnola 5. Typical Implementation Scenarios Pilot deployment for IT then magically it becomes anenterprise production deployment No planning Everything is ad-hoc No budget earmarked Heavily customized implementation by techies lackingSharePoint skillzTwitter: @meetdux #spsnola 6. SharePoint Implementation Continuum Draconian ITGovernedWild Wild West Control Empowerment ChaosTwitter: @meetdux #spsnola 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 ProjectTwitter: @meetdux #spsnola 8. Agenda Cant 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 AnswersTwitter: @meetdux #spsnola 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 TeamTwitter: @meetdux #spsnola 10. Establish Rules of Engagement Project Phases Initiation Planning Execution Control Closing Roles and Responsibilities Project Communication Project TrackingTwitter: @meetdux #spsnola 11. Agenda Cant 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 AnswersTwitter: @meetdux #spsnola 12. Executive SharePoint 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 raiseexecutive awareness about SharePoint Read 5 Reasons Why Executive SharePoint Ignorance isNot Bliss http://go.meetdux.com/393bTwitter: @meetdux #spsnola 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 SolutionTwitter: @meetdux #spsnola 14. Dont 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 DevelopmentTwitter: @meetdux #spsnola 15. 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 Read How to Prioritize Business Needs WhenImplementing SharePoint http://go.meetdux.com/sbyvTwitter: @meetdux #spsnola 16. Example: Prioritizing SharePoint FeaturesTwitter: @meetdux #spsnola 17. Proper Requirements Development Watch: Best Practices in Gathering Requirements for SharePoint Projects http://bit.ly/cwdCBpTwitter: @meetdux #spsnola 18. Agenda Cant 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 AnswersTwitter: @meetdux #spsnola 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 #spsnola 20. Project Goal ExampleThe current SharePoint 2007 intranet will beupgraded to SharePoint 2010 throughout theuniversity in order to increase adoption andreduce IT support requirements.The upgrade should be completed a monthbefore Fall semester begins.Twitter: @meetdux #spsnola 21. Identify Relevant Deliverables Apart from the end product, what are the essentialproject artifacts and or milestones that needs to becompleted? For example: Governance Plan Training Content Migration SharePoint 2010 Installation and ConfigurationTwitter: @meetdux #spsnola 22. Agenda Cant 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 AnswersTwitter: @meetdux #spsnola 23. Define the Work Needed A WBS is a deliverable-based grouping of project tasksand an effective way to define and organize all of thework required to complete a project SharePoint 2010 Upgrade ContentInstall & GovernanceTraining Migration ConfigureTwitter: @meetdux #spsnola 24. What Are You Estimating For? Duration Work Resource Attend SPSNOLA Paint This Room Install SharePoint 2010 on Single ServerTwitter: @meetdux #spsnola 25. Create the Network Diagram Identify task dependencies Watch: Project Planning 101 http://bit.ly/3Md01ETwitter: @meetdux #spsnola 26. Create the ScheduleTwitter: @meetdux #spsnola 27. 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 ReleasesTwitter: @meetdux #spsnola 28. Staff Your SharePoint Project Realistically Committed Sponsor+Project Manager IT group SharePoint developer SharePoint infrastructure Business group specialist SharePoint architectSharePoint business analyst SharePoint trainer SharePoint designerTwitter: @meetdux #spsnola 29. Agenda Cant 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 AnswersTwitter: @meetdux #spsnola 30. How Do You Track Progress?The only man who behaved sensibly was mytailor; he took my measurement anew every timehe saw me, while all the rest went on with their oldmeasurements and expected them to fit me. George Bernard Shaw, Essayist and Nobel laureateTwitter: @meetdux #spsnola 31. SharePoint Project Tracking Making time to gather intelligence about the progress ofthe project is a significant priority for the project manager What critical elements of a project do you track?q Scheduleq Risksq Changesq _____________________q _____________________ Tracking with percentages doesnt mean jack squatTwitter: @meetdux #spsnola 32. Key Steps in Project Tracking Monitoring Progress Analyzing Status Correcting the Schedule Managing ChangesTwitter: @meetdux #spsnola 33. Example: Tracking Progress EffectivelyTwitter: @meetdux #spsnola 34. Agenda Cant 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 AnswersTwitter: @meetdux #spsnola 35. Questions? E-Mail: [email protected] LinkedIn: meetdux.com/li Blog: meetdux.com Twitter: meetduxHow did you like the presentation?http://meetdux.com/feedback/Twitter: @meetdux #spsnola 36. Thank You!