The document outlines a presentation on effectively managing SharePoint projects. It discusses establishing success criteria, defining objectives, identifying requirements, developing a relevant project plan, and executing and controlling the project. The presentation encourages attendees to focus on planning and managing expectations, not just the technology. It provides contact information for the presenter, Dux Raymond Sy, for any additional questions.

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