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Clarity. Direction. Confidence.




      EFFECTIVE END USER
           TRAINING
                   Veronique Palmer
                     SharePoint MVP

                       March 2011

@veroniquepalmer         #BPC11   BEST PRACTICES CONFERENCE SHAREPOINT
@veroniquepalmer   #BPC11   BEST PRACTICES CONFERENCE SHAREPOINT
End user training is
             NOT JUST ABOUT

             SharePoint!
 Patience
 with the        She’s
process of      lost it!
  change

   $$$
Customised                                Ongoing




 Blended                                 Supported




@veroniquepalmer   #BPC11   BEST PRACTICES CONFERENCE SHAREPOINT
OWNERSHIP
              TRAINIG




                                           GOVERANCNE


                                                              COMMUNICATION
   USER
 ADOPTION




@veroniquepalmer        #BPC11      BEST PRACTICES CONFERENCE SHAREPOINT
Microsoft Outlines
  eLearning Course 50227A :

 SharePoint 2007 End User

            3 Days

          Level 200

          Audience :

Managers, developers, design
ers, and every day knowledge
workers, finance, operations, s
  ales, or human resources
             users

  (second course available)
                                                                 = 7.5 days

@veroniquepalmer                  #BPC11   BEST PRACTICES CONFERENCE SHAREPOINT
Microsoft Outlines
  eLearning Course 50352B :

 SharePoint 2010 End User

            3 Days

          Level 200

          Audience :

 Information Workers, anyone
  that works with SharePoint
   team sites, libraries, lists
           and items
                                                                      = 2.1 days
  (second course available)


@veroniquepalmer                  #BPC11   BEST PRACTICES CONFERENCE SHAREPOINT
@veroniquepalmer   #BPC11   BEST PRACTICES CONFERENCE SHAREPOINT
For Beginners??
 Address business problems
                                        Visio Process Repository
 BCS
                                             Records Centre
 SharePoint Designer
                                   Business Intelligence Centre
 Workflow
                                        Term Store Management
 Document ID Service
                                               Custom CSS
 Column Level Validation
                                         Modify Master Pages
 Record Declaration Settings
                                        Translation Management
 Audience Targeting

@veroniquepalmer               #BPC11   BEST PRACTICES CONFERENCE SHAREPOINT
External Training




                                        Cons
       Pros                        Expensive
       Mass training                 Generic
       Less distraction           Impersonal
       Infrastructure          Real world exp
@veroniquepalmer          #BPC11   BEST PRACTICES CONFERENCE SHAREPOINT
In-house Training




                                           Cons
      Pros                         Infrastructure
      Cost effective                 Distractions
      Personalised                 Cancellations
      Governance                Finding a trainer
@veroniquepalmer       #BPC11   BEST PRACTICES CONFERENCE SHAREPOINT
Certification?




              SharePoint for
              Business Users




                   NBSP – Kat Weixel
@veroniquepalmer               #BPC11   BEST PRACTICES CONFERENCE SHAREPOINT
Ownership!




@veroniquepalmer   #BPC11   BEST PRACTICES CONFERENCE SHAREPOINT
Curriculums That Work
                   • Up-skill from 2007 or Beginners
                   • Lists
                   • Intermediate
                   • Advanced
                   • Permissions
                   • Enterprise Features
                   • SharePoint Designer
                   • Specialisation
@veroniquepalmer      #BPC11   BEST PRACTICES CONFERENCE SHAREPOINT
Why?




@veroniquepalmer   #BPC11   BEST PRACTICES CONFERENCE SHAREPOINT
Complete Picture




@veroniquepalmer   #BPC11   BEST PRACTICES CONFERENCE SHAREPOINT
Volumes




@veroniquepalmer   #BPC11   BEST PRACTICES CONFERENCE SHAREPOINT
Stagger!




@veroniquepalmer   #BPC11   BEST PRACTICES CONFERENCE SHAREPOINT
Course Outlines



                              Importance
                                  of
                               Beginners


@veroniquepalmer   #BPC11   BEST PRACTICES CONFERENCE SHAREPOINT
Course Outline
                            Basics



               Site                             Doc
             Creation                         Libraries



                         Beginners
              Picture                        Discussion
             Libraries                        Forums



                            Wikis

@veroniquepalmer           #BPC11    BEST PRACTICES CONFERENCE SHAREPOINT
Train the Trainer




@veroniquepalmer   #BPC11   BEST PRACTICES CONFERENCE SHAREPOINT
Materials




                             HANDS ON!
@veroniquepalmer   #BPC11   BEST PRACTICES CONFERENCE SHAREPOINT
Get Course Outlines



   Lots in the market, find yours!




 http://www.letscollaborate.co.za/shop/SitePages/Training.aspx


@veroniquepalmer            #BPC11   BEST PRACTICES CONFERENCE SHAREPOINT
Course Outlines
   Upgrading?
                                     Considerations
                   New?


                                             Features?




@veroniquepalmer   #BPC11   BEST PRACTICES CONFERENCE SHAREPOINT
Content

How and ….




  Why!
@veroniquepalmer   #BPC11   BEST PRACTICES CONFERENCE SHAREPOINT
Evaluation Forms




@veroniquepalmer   #BPC11   BEST PRACTICES CONFERENCE SHAREPOINT
Pr o d u c t i v    i
         t y Hu     b
   Br o wn Ba       g
    Se s s i o n    s
            Us e    r
      Ma n u a l    s
  Cl a s s r o o    m
          Bo
 S e l f -P a c e   d
          o k
   Mi n d Ma p      s
Managing




@veroniquepalmer   #BPC11   BEST PRACTICES CONFERENCE SHAREPOINT
Managing




@veroniquepalmer   #BPC11   BEST PRACTICES CONFERENCE SHAREPOINT
The Secret?
                       Assimilation

   Timing
@veroniquepalmer   #BPC11   BEST PRACTICES CONFERENCE SHAREPOINT
Wins!
                        Evangelists

                        Excitement

                        Adoption

                        Free IT

                        Leaders!
@veroniquepalmer   #BPC11   BEST PRACTICES CONFERENCE SHAREPOINT
3   Best Practices            3   Worst Practices

  •Customize outlines            •Relying solely on
  •Stagger training               Microsoft outlines
  •Give time to assimilate       •Large classes
                                 •Leaving the class
@veroniquepalmer        #BPC11   BEST PRACTICES CONFERENCE SHAREPOINT
Budget
                     For
                   Training

@veroniquepalmer    #BPC11   BEST PRACTICES CONFERENCE SHAREPOINT
@veroniquepalmer   #BPC11   BEST PRACTICES CONFERENCE SHAREPOINT
Free Resources
  Fab 40 : Employee Training Scheduling and Materials (2007 only)

  http://www.microsoft.com/downloads/en/details.aspx?FamilyId=B5206277-
  550C-44DA-A2D5-D7E32E3B6B8F&displaylang=en

  Productivity Hub 2007

  http://www.microsoft.com/downloads/en/details.aspx?FamilyID=277fefca-
  d62f-41bc-943d-79002254cfee&displaylang=en


  Productivity Hub 2010

  http://www.microsoft.com/downloads/en/details.aspx?FamilyID=4aaa9862-
  e420-4331-8bc3-469d7bae0ff1


@veroniquepalmer                 #BPC11    BEST PRACTICES CONFERENCE SHAREPOINT
Business Owner

   User Adoption
     Specialist

     End User
      Trainer

    Team Lead
@veroniquepalmer   #BPC11   BEST PRACTICES CONFERENCE SHAREPOINT
Clarity. Direction. Confidence.




                    THANK YOU
                   FOR YOUR TIME
                     SAN DIEGO
                   Please be sure to fill out
                   your session evaluation!
                    veronique@letscollaborate.co.za
                       www.letscollaborate.co.za
@veroniquepalmer      #BPC11   BEST PRACTICES CONFERENCE SHAREPOINT

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Bpc11 effectiveendusertraining-veroniquepalmer-110310004311-phpapp01

  • 1. Clarity. Direction. Confidence. EFFECTIVE END USER TRAINING Veronique Palmer SharePoint MVP March 2011 @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT
  • 2. @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT
  • 3. End user training is NOT JUST ABOUT SharePoint! Patience with the She’s process of lost it! change $$$
  • 4. Customised Ongoing Blended Supported @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT
  • 5. OWNERSHIP TRAINIG GOVERANCNE COMMUNICATION USER ADOPTION @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT
  • 6. Microsoft Outlines eLearning Course 50227A : SharePoint 2007 End User 3 Days Level 200 Audience : Managers, developers, design ers, and every day knowledge workers, finance, operations, s ales, or human resources users (second course available) = 7.5 days @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT
  • 7. Microsoft Outlines eLearning Course 50352B : SharePoint 2010 End User 3 Days Level 200 Audience : Information Workers, anyone that works with SharePoint team sites, libraries, lists and items = 2.1 days (second course available) @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT
  • 8. @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT
  • 9. For Beginners?? Address business problems Visio Process Repository BCS Records Centre SharePoint Designer Business Intelligence Centre Workflow Term Store Management Document ID Service Custom CSS Column Level Validation Modify Master Pages Record Declaration Settings Translation Management Audience Targeting @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT
  • 10. External Training Cons Pros Expensive Mass training Generic Less distraction Impersonal Infrastructure Real world exp @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT
  • 11. In-house Training Cons Pros Infrastructure Cost effective Distractions Personalised Cancellations Governance Finding a trainer @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT
  • 12. Certification? SharePoint for Business Users NBSP – Kat Weixel @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT
  • 13. Ownership! @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT
  • 14. Curriculums That Work • Up-skill from 2007 or Beginners • Lists • Intermediate • Advanced • Permissions • Enterprise Features • SharePoint Designer • Specialisation @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT
  • 15. Why? @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT
  • 16. Complete Picture @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT
  • 17. Volumes @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT
  • 18. Stagger! @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT
  • 19. Course Outlines Importance of Beginners @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT
  • 20. Course Outline Basics Site Doc Creation Libraries Beginners Picture Discussion Libraries Forums Wikis @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT
  • 21. Train the Trainer @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT
  • 22. Materials HANDS ON! @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT
  • 23. Get Course Outlines Lots in the market, find yours! http://www.letscollaborate.co.za/shop/SitePages/Training.aspx @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT
  • 24. Course Outlines Upgrading? Considerations New? Features? @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT
  • 25. Content How and …. Why! @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT
  • 26. Evaluation Forms @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT
  • 27. Pr o d u c t i v i t y Hu b Br o wn Ba g Se s s i o n s Us e r Ma n u a l s Cl a s s r o o m Bo S e l f -P a c e d o k Mi n d Ma p s
  • 28. Managing @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT
  • 29. Managing @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT
  • 30. The Secret? Assimilation Timing @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT
  • 31. Wins! Evangelists Excitement Adoption Free IT Leaders! @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT
  • 32. 3 Best Practices 3 Worst Practices •Customize outlines •Relying solely on •Stagger training Microsoft outlines •Give time to assimilate •Large classes •Leaving the class @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT
  • 33. Budget For Training @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT
  • 34. @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT
  • 35. Free Resources Fab 40 : Employee Training Scheduling and Materials (2007 only) http://www.microsoft.com/downloads/en/details.aspx?FamilyId=B5206277- 550C-44DA-A2D5-D7E32E3B6B8F&displaylang=en Productivity Hub 2007 http://www.microsoft.com/downloads/en/details.aspx?FamilyID=277fefca- d62f-41bc-943d-79002254cfee&displaylang=en Productivity Hub 2010 http://www.microsoft.com/downloads/en/details.aspx?FamilyID=4aaa9862- e420-4331-8bc3-469d7bae0ff1 @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT
  • 36. Business Owner User Adoption Specialist End User Trainer Team Lead @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT
  • 37. Clarity. Direction. Confidence. THANK YOU FOR YOUR TIME SAN DIEGO Please be sure to fill out your session evaluation! veronique@letscollaborate.co.za www.letscollaborate.co.za @veroniquepalmer #BPC11 BEST PRACTICES CONFERENCE SHAREPOINT

Notas del editor

  1. What you want to do, is cover all the features on the Create list to give Site Owners all the skills they need to manage a set of sites.