Presented at Central Ohio SharePoint Users Group March 18, 2010

1. Delivering SharePoint Success:
Effectively Managing
SharePoint Projects
Dux Raymond Sy, PMP

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:
 Gaining executive buy-in for SharePoint projects
 Proper planning and appropriately managing expectations
 Engaging the business for better adoption
 Defining organizational SharePoint readiness
 Iterative release of SharePoint solutions
Twitter: @meetdux Hashtag: #cospug #dss

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: #cospug #dss

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: #cospug #dss

5. Courtesy of NicksTrafficTricks.com
Twitter: @meetdux Hashtag: #cospug #dss

6. 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: #cospug #dss

7. 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: #cospug #dss

8. Key Steps to Define Project Success
 Why is SharePoint Being Implemented?
 What is the Priority?
 Time
 Budget
 Scope
 Identify Key Stakeholders
 Establish Rules of Engagement
 Define Project Objectives
Twitter: @meetdux Hashtag: #cospug #dss

9. Do You Have a SharePoint Roadmap?
 A SharePoint roadmap can help organizations
 Quantify the budget, resources and effectiveness of
SharePoint
 Allows priorities to be set
 Specifies what solutions are going to be deployed
 Iterative releases can provide immediate visibility
 Lower risk compared to big bang approach
 Tip: Successful delivery of high profile solution gets you
brownie points
 Quick wins are essential for better buy-in and adoption
Twitter: @meetdux Hashtag: #cospug #dss

10. 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: #cospug #dss

11. Executive SharePoint Ignorance is Not Bliss
 Isn’t SharePoint about empowering End Users?
 Who’s paying the bills?
 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
Twitter: @meetdux Hashtag: #cospug #dss

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
Twitter: @meetdux Hashtag: #cospug #dss

13. Typical SharePoint Solutions
 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: #cospug #dss

14. 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: #cospug #dss

15. Proper Requirements Development
Twitter: @meetdux Hashtag: #cospug #dss

16. 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: #cospug #dss

17. Define the Work Needed & Estimates
 A WBS is an effective way to define and organize all of
the work required to complete a project
 Deliverable-based grouping of project tasks
 What are you estimating?
 Duration
 Resource
 Work
Twitter: @meetdux Hashtag: #cospug #dss

18. Create the Schedule
 Create a network diagram to identify schedule
Twitter: @meetdux Hashtag: #cospug #dss

19. 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: #cospug #dss

20. 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: #cospug #dss

21. 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: #cospug #dss

22. 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: #cospug #dss

23. 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
 _____________________
 _____________________
Twitter: @meetdux Hashtag: #cospug #dss

24. Key Steps in Project Tracking
 Monitoring Progress
 Analyzing Status
 Correcting the Schedule
 Managing Changes
Twitter: @meetdux Hashtag: #cospug #dss

25. Example: Tracking Progress in MS Project
Twitter: @meetdux Hashtag: #cospug #dss

26. 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: #cospug #dss

27. Questions?
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: #cospug #dss

28. Thank
You!