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                                                                 Your Key for .NET & SharePoint Success!




                                                      Dux Raymond Sy, PMP
                                                      http://innovative-e.com




June 2nd and 3rd at Sheraton Grand Hotel   Sacramento, California              www.thespexchange.com
Hosted by


                                                              Your Key for .NET & SharePoint Success!




  In this presentation, you will learn the essential components to effectively
  managing SharePoint projects

  In addition, you'll learn key techniques in:
        Establishing success criteria
        Defining project objectives
        Clearly identifying requirements
        Proper planning and appropriately managing expectations
        Developing relevant project plan
        Executing and controlling the project




         Twitter: @meetdux                                                                 Hashtag: #spex
Hosted by


                                                         Your Key for .NET & SharePoint Success!




                 Managing Partner, Innovative-e

                 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: #spex
Hosted by


                                                        Your Key for .NET & SharePoint Success!




  Can’t We Just Focus on the Technology?

  Establish Success Criteria


  Clearly Identify Requirements


  Develop Relevant Project Plan

  Execute and Control the SharePoint Project


  Questions and Answers




      Twitter: @meetdux                                                              Hashtag: #spex
Hosted by


                                Your Key for .NET & SharePoint Success!




Twitter: @meetdux                                            Hashtag: #spex
Hosted by


                                                        Your Key for .NET & SharePoint Success!




  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: #spex
Hosted by


                                                       Your Key for .NET & SharePoint Success!




  Establish Success Criteria

  Define Project Objectives

  Clearly Identify Requirements

  Develop Relevant Project Plan

  Execute and Control the SharePoint Project




      Twitter: @meetdux                                                             Hashtag: #spex
Hosted by


                                                        Your Key for .NET & SharePoint Success!




  Can’t We Just Focus on the Technology?

  Establish Success Criteria


  Define Project Objectives

  Clearly Identify Requirements


  Develop Relevant Project Plan

  Execute and Control the SharePoint Project


  Questions and Answers


      Twitter: @meetdux                                                              Hashtag: #spex
Hosted by


                                                      Your Key for .NET & SharePoint Success!




  Why is SharePoint being implemented?

  What is the priority?
     Time
     Budget
     Scope


  Identify key stakeholders
     Sponsor
     Customer
     Team




       Twitter: @meetdux                                                           Hashtag: #spex
Hosted by


                                            Your Key for .NET & SharePoint Success!




  Project Phases
     Initiation
     Planning
     Execution
     Control
     Closing


  Roles and Responsibilities

  Project Communication

  Project Tracking




       Twitter: @meetdux                                                 Hashtag: #spex
Hosted by


                                                                Your Key for .NET & SharePoint Success!




  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: #spex
Hosted by


                                                        Your Key for .NET & SharePoint Success!




  Can’t We Just Focus on the Technology?

  Establish Success Criteria


  Define Project Objectives


  Clearly Identify Requirements


  Develop Relevant Project Plan

  Execute and Control the SharePoint Project


  Questions and Answers


      Twitter: @meetdux                                                              Hashtag: #spex
Hosted by


                                                           Your Key for .NET & SharePoint Success!




  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: #spex
Hosted by


                                               Your Key for .NET & SharePoint Success!




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: #spex
Hosted by


                                                          Your Key for .NET & SharePoint Success!




  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: #spex
Hosted by


                                                        Your Key for .NET & SharePoint Success!




  Can’t We Just Focus on the Technology?

  Establish Success Criteria


  Define Project Objectives


  Clearly Identify Requirements


  Develop Relevant Project Plan

  Execute and Control the SharePoint Project


  Questions and Answers


      Twitter: @meetdux                                                              Hashtag: #spex
Hosted by


                                            Your Key for .NET & SharePoint Success!




       8       5    4   9   1   7           6         3           2           0




Twitter: @meetdux                                                        Hashtag: #spex
Hosted by


                                      Your Key for .NET & SharePoint Success!




                    SharePoint




Twitter: @meetdux                                                  Hashtag: #spex
Hosted by


                                Your Key for .NET & SharePoint Success!




Twitter: @meetdux                                            Hashtag: #spex
Hosted by


                                                              Your Key for .NET & SharePoint Success!




  Business requirements
     SharePoint shall increase user productivity by 15 percent


  User requirements
     The user shall be able to retrieve search results within five seconds of
     submitting a search request that can support a maximum of 10,000
     simultaneous search requests

  System requirements
     SharePoint server shall have two web front ends and a dedicated SQL Server
     which has at least dual processors

  Watch: Best Practices in Gathering Requirements for SharePoint Projects
  http://bit.ly/as6wgt



      Twitter: @meetdux                                                                    Hashtag: #spex
Hosted by


                                                        Your Key for .NET & SharePoint Success!




  Can’t We Just Focus on the Technology?

  Establish Success Criteria


  Define Project Goal

  Clearly Identify Requirements


  Develop Relevant Project Plan

  Execute and Control the SharePoint Project


  Questions and Answers


      Twitter: @meetdux                                                              Hashtag: #spex
Hosted by


                                                                  Your Key for .NET & SharePoint Success!




  A Work Breakdown Structure (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: #spex
Hosted by


                                                                  Your Key for .NET & SharePoint Success!




                                      Duration	
                 Work	
                      Resource	
  

  Attend	
  SP	
  Exchange	
  

  Paint	
  This	
  Room	
  

  Install	
  SharePoint	
  2010	
  
  on	
  Single	
  Server	
  




Twitter: @meetdux                                                                              Hashtag: #spex
Hosted by


                                                                        Your Key for .NET & SharePoint Success!




                    Watch:	
  Project	
  Planning	
  101	
  http://bit.ly/3Md01E	
  	
  	
  


Twitter: @meetdux                                                                                    Hashtag: #spex
Hosted by


                                Your Key for .NET & SharePoint Success!




Twitter: @meetdux                                            Hashtag: #spex
Hosted by


                                                                      Your Key for .NET & SharePoint Success!




                                                          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: #spex
Hosted by


                                                        Your Key for .NET & SharePoint Success!




  Can’t We Just Focus on the Technology?

  Establish Success Criteria


  Define Project Goal

  Clearly Identify Requirements


  Develop Relevant Project Plan

  Execute and Control the SharePoint Project


  Questions and Answers


      Twitter: @meetdux                                                              Hashtag: #spex
Hosted by


                                                         Your Key for .NET & SharePoint Success!




  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: #spex
Hosted by


                                         Your Key for .NET & SharePoint Success!




  Monitoring Progress

  Analyzing Status

  Correcting the Schedule

  Managing Changes




      Twitter: @meetdux                                               Hashtag: #spex
Hosted by


                                                        Your Key for .NET & SharePoint Success!




  Can’t We Just Focus on the Technology?

  Establish Success Criteria


  Clearly Identify Requirements


  Develop Relevant Project Plan

  Execute and Control the SharePoint Project


  Questions and Answers




      Twitter: @meetdux                                                              Hashtag: #spex
Hosted by


                                              Your Key for .NET & SharePoint Success!




                          E-Mail: dux.sy@innovative-e.com

                          LinkedIn: meetdux.com/li

                          Blog: meetdux.com

                          Twitter: meetdux




How did you like the presentation? http://meetdux.com/feedback/


Twitter: @meetdux                                                          Hashtag: #spex
Hosted by


                                                                 Your Key for .NET & SharePoint Success!




                            Thank You!


June 2nd and 3rd at Sheraton Grand Hotel   Sacramento, California              www.thespexchange.com

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How to Effectively Manage SharePoint Projects

  • 1. Hosted by Your Key for .NET & SharePoint Success! Dux Raymond Sy, PMP http://innovative-e.com June 2nd and 3rd at Sheraton Grand Hotel Sacramento, California www.thespexchange.com
  • 2. Hosted by Your Key for .NET & SharePoint Success!   In this presentation, you will learn the essential components to effectively managing SharePoint projects   In addition, you'll learn key techniques in:   Establishing success criteria   Defining project objectives   Clearly identifying requirements   Proper planning and appropriately managing expectations   Developing relevant project plan   Executing and controlling the project Twitter: @meetdux Hashtag: #spex
  • 3. Hosted by Your Key for .NET & SharePoint Success!   Managing Partner, Innovative-e   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: #spex
  • 4. Hosted by Your Key for .NET & SharePoint Success!   Can’t We Just Focus on the Technology?   Establish Success Criteria   Clearly Identify Requirements   Develop Relevant Project Plan   Execute and Control the SharePoint Project   Questions and Answers Twitter: @meetdux Hashtag: #spex
  • 5. Hosted by Your Key for .NET & SharePoint Success! Twitter: @meetdux Hashtag: #spex
  • 6. Hosted by Your Key for .NET & SharePoint Success!   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: #spex
  • 7. Hosted by Your Key for .NET & SharePoint Success!   Establish Success Criteria   Define Project Objectives   Clearly Identify Requirements   Develop Relevant Project Plan   Execute and Control the SharePoint Project Twitter: @meetdux Hashtag: #spex
  • 8. Hosted by Your Key for .NET & SharePoint Success!   Can’t We Just Focus on the Technology?   Establish Success Criteria   Define Project Objectives   Clearly Identify Requirements   Develop Relevant Project Plan   Execute and Control the SharePoint Project   Questions and Answers Twitter: @meetdux Hashtag: #spex
  • 9. Hosted by Your Key for .NET & SharePoint Success!   Why is SharePoint being implemented?   What is the priority?   Time   Budget   Scope   Identify key stakeholders   Sponsor   Customer   Team Twitter: @meetdux Hashtag: #spex
  • 10. Hosted by Your Key for .NET & SharePoint Success!   Project Phases   Initiation   Planning   Execution   Control   Closing   Roles and Responsibilities   Project Communication   Project Tracking Twitter: @meetdux Hashtag: #spex
  • 11. Hosted by Your Key for .NET & SharePoint Success!   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: #spex
  • 12. Hosted by Your Key for .NET & SharePoint Success!   Can’t We Just Focus on the Technology?   Establish Success Criteria   Define Project Objectives   Clearly Identify Requirements   Develop Relevant Project Plan   Execute and Control the SharePoint Project   Questions and Answers Twitter: @meetdux Hashtag: #spex
  • 13. Hosted by Your Key for .NET & SharePoint Success!   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: #spex
  • 14. Hosted by Your Key for .NET & SharePoint Success! 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: #spex
  • 15. Hosted by Your Key for .NET & SharePoint Success!   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: #spex
  • 16. Hosted by Your Key for .NET & SharePoint Success!   Can’t We Just Focus on the Technology?   Establish Success Criteria   Define Project Objectives   Clearly Identify Requirements   Develop Relevant Project Plan   Execute and Control the SharePoint Project   Questions and Answers Twitter: @meetdux Hashtag: #spex
  • 17. Hosted by Your Key for .NET & SharePoint Success! 8 5 4 9 1 7 6 3 2 0 Twitter: @meetdux Hashtag: #spex
  • 18. Hosted by Your Key for .NET & SharePoint Success! SharePoint Twitter: @meetdux Hashtag: #spex
  • 19. Hosted by Your Key for .NET & SharePoint Success! Twitter: @meetdux Hashtag: #spex
  • 20. Hosted by Your Key for .NET & SharePoint Success!   Business requirements   SharePoint shall increase user productivity by 15 percent   User requirements   The user shall be able to retrieve search results within five seconds of submitting a search request that can support a maximum of 10,000 simultaneous search requests   System requirements   SharePoint server shall have two web front ends and a dedicated SQL Server which has at least dual processors   Watch: Best Practices in Gathering Requirements for SharePoint Projects http://bit.ly/as6wgt Twitter: @meetdux Hashtag: #spex
  • 21. Hosted by Your Key for .NET & SharePoint Success!   Can’t We Just Focus on the Technology?   Establish Success Criteria   Define Project Goal   Clearly Identify Requirements   Develop Relevant Project Plan   Execute and Control the SharePoint Project   Questions and Answers Twitter: @meetdux Hashtag: #spex
  • 22. Hosted by Your Key for .NET & SharePoint Success!   A Work Breakdown Structure (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: #spex
  • 23. Hosted by Your Key for .NET & SharePoint Success! Duration   Work   Resource   Attend  SP  Exchange   Paint  This  Room   Install  SharePoint  2010   on  Single  Server   Twitter: @meetdux Hashtag: #spex
  • 24. Hosted by Your Key for .NET & SharePoint Success! Watch:  Project  Planning  101  http://bit.ly/3Md01E       Twitter: @meetdux Hashtag: #spex
  • 25. Hosted by Your Key for .NET & SharePoint Success! Twitter: @meetdux Hashtag: #spex
  • 26. Hosted by Your Key for .NET & SharePoint Success! 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: #spex
  • 27. Hosted by Your Key for .NET & SharePoint Success!   Can’t We Just Focus on the Technology?   Establish Success Criteria   Define Project Goal   Clearly Identify Requirements   Develop Relevant Project Plan   Execute and Control the SharePoint Project   Questions and Answers Twitter: @meetdux Hashtag: #spex
  • 28. Hosted by Your Key for .NET & SharePoint Success!   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: #spex
  • 29. Hosted by Your Key for .NET & SharePoint Success!   Monitoring Progress   Analyzing Status   Correcting the Schedule   Managing Changes Twitter: @meetdux Hashtag: #spex
  • 30. Hosted by Your Key for .NET & SharePoint Success!   Can’t We Just Focus on the Technology?   Establish Success Criteria   Clearly Identify Requirements   Develop Relevant Project Plan   Execute and Control the SharePoint Project   Questions and Answers Twitter: @meetdux Hashtag: #spex
  • 31. Hosted by Your Key for .NET & SharePoint Success! E-Mail: dux.sy@innovative-e.com LinkedIn: meetdux.com/li Blog: meetdux.com Twitter: meetdux How did you like the presentation? http://meetdux.com/feedback/ Twitter: @meetdux Hashtag: #spex
  • 32. Hosted by Your Key for .NET & SharePoint Success! Thank You! June 2nd and 3rd at Sheraton Grand Hotel Sacramento, California www.thespexchange.com