Project Management with SharePoint 2010
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Presented by Gregory Kiefer, President and CEO, Kiefer Consulting.
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Project Management with SharePoint 2010
- 2. Project Management: Leveraging SharePoint Lessons Learned from Real Projects
- 6. Advisory board member – GTC, Governor’s Small Business Advocacy Group, Powerhouse Science Center steering committee, and CIO Academy advisory committee
- 7. Teaches Project Management Institute examination preparation courses
- 8. Participated in the delivery of over 700 software applications
- 9. International speaker – SOA, EA, PM Best Practices, Software Design Patterns…Greg Kiefer
- 11. What is a project as it relates to SharePoint?
- 13. Consequences of poor project management
- 14. What are you trying to accomplish?
- 17. What happens when you finish the project?4
- 19. What aspects of the project can be applied to SharePoint?5
- 21. A clear understanding of the scope and key milestones
- 22. Clear project requirements and specifications
- 23. A comprehensive project plan
- 24. Commitments and accountability from all stakeholders
- 25. Accurate reporting of the project status
- 26. A critical assessment of the risks and issues inherent in the project
- 27. Clear and concise communications
- 30. Over budget
- 31. Low team morale
- 35. Missed dates Marc Hirshfield, MBA, PMP, Vitalize Consulting Solutions
- 37. Communication
- 38. Collaboration
- 39. Team building
- 40. Status reporting
- 41. Security
- 42. Accountability
- 44. Exposure of your project
- 46. Your career…8
- 49. Workflows
- 50. Lists
- 51. Alerts
- 52. Wikis
- 54. Task management
- 55. Dashboards
- 57. Mysites…9
- 58. Project Management and Collaboration Project Samples
- 59. Project Home Site Clearly identify the project objectives. Make the information easy to find. Who are the key players ?
- 61. Issues & Risk Logs
- 62. Key performance indicators (KPIs)Goals Make it easy to find information. Accountability, efficiency
- 63. Project Home Site Who are the key contacts for your project? SharePoint 2010 allows multiple calendar views Execute SP Home
- 64. Project Home Site SharePoint allows you to add all the important group information right on the home page for all members to have quick and easy access. Enriching Home
- 66. Create workflows to categorize information
- 67. Create workflows to updates meta data (status, SLAs…)
- 68. Leverage the list rating system. One to five star
- 70. Project Communication Using specific metadata allows the Project Manager to know more about group communication. Grouping communications by date allows a Project Manager to see when communication has occurred. SharePoint is more effective at documenting/tracking logs than excel or word. Execute SP communication log
- 71. Project Plan Use the built in Gantt chart to communicate the high-level deliverables and task assignments Sleepy Snoopies SharePoint Gantt Chart
- 74. Team Profiles Good to add links to all site pages for ease of use. Understand your audience when applying themes to your site. Execute SP Profile Page
- 75. Wikis Leverage Metadata data throughout the site. Grouping terms helps usability/findability. Creating links for each term helps site organization and look and feel. Execute SP Project Terms
- 76. Additional Samples Project Terms https://extranet.kieferconsulting.com/sites/csus/tpps/Wiki/Home.aspx Lessons Learned https://extranet.kieferconsulting.com/sites/csus/tpps/Lessons%20Learned/Home.aspx Project Schedule https://extranet.kieferconsulting.com/sites/csus/tothepoint/Lists/Project%20Plan/gantt.aspx Issue Log https://extranet.kieferconsulting.com/sites/csus/Team_Phoenix/Lists/Issues%20Log/AllItems.aspx Risk Log https://extranet.kieferconsulting.com/sites/csus/Team_Phoenix/Lists/Risk%20Log/AllItems.aspx https://extranet.kieferconsulting.com/sites/csus/Sacramento6/Lists/Risk%20Log/AllItems.aspx Team Member Profiles https://extranet.kieferconsulting.com/sites/csus/tpps/Lessons%20Learned/Home.aspx
- 78. When does a project artifact become a record?
- 79. How do you leverage your project site for future projects?
- 80. Where do you store lessons learned information?
- 81. What should be the overall taxonomy for the site?
- 82. Did you leverage workflows to ensure accountability?24
- 84. Remember to train your team and stakeholders on the technology.
- 85. Apply new features to improve communications, such as, wikis…
- 87. Contact Us http://www.facebook.com/pages/KIEFER-CONSULTING-INC http://www.linkedin.com/company/kiefer-consulting www.kieferconsulting.com www.sharepointdesigncenter.com http://twitter.com/kieferweb
- 89. Don’t Forget SharePint!! Join us at 6:30 pm at TheDaily Pint for a free drink, kindly provided by Rackspace! A great opportunity to network with other SharePoint Professionals! Please complete your Speaker Evaluation and turn it in before you leave. Drop off at the Community table or at the Cafeteria before closing.
- 90. Thanks to Our Sponsors
Notas del editor
- THIS SHOULD BE YOUR FIRST SLIDE
- Microsoft has made it easy to install and get it up and running, but that undercuts the lifecycle work that needs to take place: strategy & planning, requirements, information assessment, enterprise information architecture, design, prototyping, development and education.
- Microsoft has made it easy to install and get it up and running, but that undercuts the lifecycle work that needs to take place: strategy & planning, requirements, information assessment, enterprise information architecture, design, prototyping, development and education.
- Microsoft has made it easy to install and get it up and running, but that undercuts the lifecycle work that needs to take place: strategy & planning, requirements, information assessment, enterprise information architecture, design, prototyping, development and education.
- Microsoft has made it easy to install and get it up and running, but that undercuts the lifecycle work that needs to take place: strategy & planning, requirements, information assessment, enterprise information architecture, design, prototyping, development and education.
- Microsoft has made it easy to install and get it up and running, but that undercuts the lifecycle work that needs to take place: strategy & planning, requirements, information assessment, enterprise information architecture, design, prototyping, development and education.
- SharePoint helps you manage documents easier. There is always only one version with SharePoint, which is readily available to all group members. Each member can make edits and save it. This new saved version is the one that shows up in the library for other team members to view/edit. You can also keep all project documents in the same library. By using columns (metadata) you can attach important document information. This is used to filter through documents to make findability easier. (i.e.) So you could search for a document by the role, “business analyst”, and the type of document it is, “excel file”. This would filter your search to only show, “KCI Risk Log” as listed above.
- SharePoint lists can be organized to show the most recent event to be displayed first. It also is a centralized place where everyone can update the log without needing to check if it’s the most recent version. A team can also organize it according to how their sponsor would like to see the log.
- A wiki is a place to keep important project information or things people might often have questions about. Definitions tend to be a great use for wikis. Also, “how to’s” within SharePoint are another good reason to have a wiki. This is a great wiki because it allows you to organize the information by type of definition (certification/project term/etc). The titles of the columns allow you to filter the information by the options available within the column. For this, the “reference” column would have been more useful if the options within it were project manager/business analyst/etc. This is because then you can look in “certificates”, and then search specifically for project management ones instead of having to know what all of the acronyms mean.
- Microsoft has made it easy to install and get it up and running, but that undercuts the lifecycle work that needs to take place: strategy & planning, requirements, information assessment, enterprise information architecture, design, prototyping, development and education.
- Microsoft has made it easy to install and get it up and running, but that undercuts the lifecycle work that needs to take place: strategy & planning, requirements, information assessment, enterprise information architecture, design, prototyping, development and education.
- THIS SHOULD BE YOUR SECOND TO LAST SLIDE – Encourage everyone to attend and remind them that the Daily Pint is just a few blocks up Pico from SMC (North East)
- THIS SHOULD BE YOUR LAST SLIDE – Please ensure to leave this on as people are walking out and you’re wrapping things up. Thanks so much!