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Jumpstart Your
                    SharePoint Community Efforts

                                      Christian Buckley

                                          cbuck@axceler.com
                                           @buckleyPLANET



                                                       SharePoint Saturday Richmond
                                                                   November 5th, 2011
Email                Cell           Twitter          Blog
cbuck@axceler.com    425.246.2823   @buckleyplanet   http://buckleyplanet.com
My Background

                        Christian Buckley, Director of Product Evangelism at Axceler

                        •   Most recently at Microsoft
                               •   Microsoft Managed Services (now Office365-Dedicated)
                               •   Advertising Operations, ad platform API program
                        •   Prior to Microsoft, was a senior consultant, working in the software, supply
                            chain, and grid technology spaces focusing on collaboration
                        •   Co-founded and sold a collaboration software company to Rational
                            Software. Also co-authored 3 books on software configuration management
                            and defect tracking for Rational and IBM
                        •   At another startup (E2open), helped design, build, and deploy a
                            SharePoint-like collaboration platform (Collaboration Manager), managing
                            deployment teams to onboard numerous high-tech manufacturing
                            companies, including Hitachi, Matsushita, Seagate, Nortel, Sony, and Cisco
                        •   I live in a small town just east of Seattle, 4 kids. Co-authoring ‘Implementing
                            Microsoft SharePoint 2010 Real-World Projects’ (MSPress, Feb2012)
Email               Cell               Twitter           Blog
cbuck@axceler.com   425.246.2823       @buckleyplanet    http://buckleyplanet.com
Axceler Overview
        Improving Collaboration for 16+ Years
                    Mission: To enable enterprises to simplify, optimize, and
                    secure their collaborative platforms
                    Delivered award-winning administration and migration
                    software since 1994
                    Over 2,000 global customers

        Dramatically improve the management
        of SharePoint
                    Innovative products that improve security, scalability,
                    reliability, “deployability”
                    Making IT more effective and efficient and lower the total
                    cost of ownership

        Focus on solving specific SharePoint problems
        (Administration & Migration)
                    Coach enterprises on SharePoint best practices
                    Give administrators the most innovative tools available
                    Anticipate customers’ needs
                    Deliver best of breed offerings
                    Stay in lock step with SharePoint development and market trends

Email                     Cell              Twitter           Blog
cbuck@axceler.com         425.246.2823      @buckleyplanet    http://buckleyplanet.com
The Role of Evangelism

             Product Management
                    Feedback loop from partner and customer into product
                    Deeply involved with future versions
                    Pioneer best practices to create collateral and help support customers
                    Develop customer data and validate, provide gap analysis, provide design guidance and
                    advocate for product changes
             Community Development
                    Enrich and expand the Microsoft relationship
                    Provide thought leadership in the SharePoint community
                    Product champion and influence through blogs, forums, conferences, articles
                    Build lasting connections with key leaders in the SharePoint product team, Microsoft field
                    offices, and partner community

             Partner Development
                    Recruit partners (ISVs, SIs, professional service firms, independent consultants)
                    Track and support partner activities and their customer needs
                    Help refine and build the partner program details, forms, documentation
                    Work with marketing and IT to design and build a partner portal
                    Develop training and marketing content and videos to support partners

             Technical Enablement
                    Work closely with customers on adopting and extending our tools
Email                     Cell             Twitter            Blog
cbuck@axceler.com         425.246.2823     @buckleyplanet     http://buckleyplanet.com
The Evangelist Role


                    Product

                    Partner

                    Community


Email                Cell           Twitter          Blog
cbuck@axceler.com    425.246.2823   @buckleyplanet   http://buckleyplanet.com
Your Role




Email               Cell           Twitter          Blog
cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
Why develop community?


Email               Cell           Twitter          Blog
cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
SharePoint is the fastest growing server product in
               Microsoft history, rivaling the success of MS Office

               The SharePoint partner ecosystem fills the platform gaps,
               and helps deliver solution ROI

               Many credit the SharePoint community with making
               SharePoint the success that it is

               Microsoft is looking at ways they can tap into key learning
               from the SharePoint community, extend it to other product areas


Email               Cell           Twitter          Blog
cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
Why Community Development?


             Proactively drive perceptions
             Visible member of the community
             Thought leadership
             Connect to experts, partners, customers
             Microsoft relationship
             Awareness of the brand and our products


Email               Cell           Twitter          Blog
cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
The Consumer Decision Journey




      HBR 12/2010
Email               Cell           Twitter          Blog
cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
Why Involve End Users?

             Executives
             Managers
             IT Department
             Consultants
             Partners
             The SharePoint Fairy
             End Users will determine the success
             of your SharePoint deployment

Email               Cell           Twitter          Blog
cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
Studies show that end user
                    participation in the design and
                      development of a system
                      dramatically increases the
                          chance of success

Email                Cell           Twitter          Blog
cbuck@axceler.com    425.246.2823   @buckleyplanet   http://buckleyplanet.com
What is so hard about
             developing community?


Email               Cell           Twitter          Blog
cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
Case Study




Email               Cell           Twitter          Blog
cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
How to
             Jumpstart Community


Email               Cell           Twitter          Blog
cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
No registration required http://www.axceler.com/Portals/0/ebooks/BuildingYourPersonalBrand.pdf
Strategy 1: Events


Email               Cell           Twitter          Blog
cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
Strategy 1: Events

             1.     Start a company user group
             2.     Join your local/regional SPUG
             3.     Join your local/regional technology organizations
             4.     Attend or help organize a SharePoint Saturday
             5.     Attend or host a SharePint
             6.     Attend a regional conference
             7.     Create your own event




Email                  Cell           Twitter          Blog
cbuck@axceler.com      425.246.2823   @buckleyplanet   http://buckleyplanet.com
While at these events:
                • Bring a friend, family member, co-worker
                • Introduce yourself to someone new, every time
                • Take notes on what worked, what you would
                    do differently
                • Get to know the people who run them, the movers
                    and shakers within the community




Email               Cell           Twitter          Blog
cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
Feedback
                                                                    Mechanisms

                                                                               I find your lack of faith
                                                                                   in the community
                                                                                      disturbing…




Email               Cell           Twitter          Blog
cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
Strategy 2: Social Media


Email               Cell           Twitter          Blog
cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
Definitions


      “Social media is media designed to be disseminated through social
      interaction, created using highly accessible and scalable publishing
      techniques. Social media uses Internet and web-based technologies to
      transform broadcast media monologues (one-to-many) into social
      media dialogues (many-to-many).

      It supports the democratization of knowledge and information,
      transforming people from content consumers into content producers.”
        Wikipedia.org



Email               Cell           Twitter          Blog
cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
Email               Cell           Twitter          Blog
cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
Cultural Battle


                    “Even those who fancy themselves the most progressive
                    will fight against other kinds of progress, for each of us
                    is convinced that our way is the best way.“

                    — Louis L'Amour


           • Understand your corporate culture before you try to change anything

           • Explain what it is you’re trying to do, and get end users onboard

           • In addition to executive buy in, you need your end users to buy in


Email                   Cell            Twitter          Blog
cbuck@axceler.com       425.246.2823    @buckleyplanet   http://buckleyplanet.com
Strategy 2: Social Media

             1.     Create a Twitter personal profile
             2.     Create a Twitter company profile
             3.     Join a Facebook group
             4.     Start a Facebook group
             5.     Join groups on LinkedIn
             6.     Bookmark the MSDN/TechNet forums, create a profile
             7.     RSS feeds for your favorite blogs and sites
             8.     Use Google Analytics
             9.     Use Hubspot and other tracking tools
             10.    Utilize social bookmarking on all content

Email                 Cell           Twitter          Blog
cbuck@axceler.com     425.246.2823   @buckleyplanet   http://buckleyplanet.com
Social Media is about consistency


                                                                                    Blog daily activity / visits
       Social media visits




    Twitter follower growth                                    Blog subscription growth




Email                    Cell           Twitter          Blog
cbuck@axceler.com        425.246.2823   @buckleyplanet   http://buckleyplanet.com
Strategy 3: Content


Email               Cell           Twitter          Blog
cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
The Power of Content



                    More than any other activity, content
                    creation drives thought leadership, and is
                    the cornerstone of building community.




Email                 Cell           Twitter          Blog
cbuck@axceler.com     425.246.2823   @buckleyplanet   http://buckleyplanet.com
Strategy 3: Content

             1.     Create a blog
             2.     Read and comment on other blogs
             3.     Create an editorial calendar, write with intent
                    1. Blogs lead to
                    2. Articles, which lead to
                    3. Whitepapers and presentations, which lead to
                    4. Books, featured content, and other content opportunities
             4.     Create a metadata strategy
             5.     Present at a regional event or conference
             6.     Create content for an aggregator (Squidoo, About)
             7.     Write an ebook
Email                  Cell           Twitter          Blog
cbuck@axceler.com      425.246.2823   @buckleyplanet   http://buckleyplanet.com
8.     Publish a newsletter
             9.     Host a webinar
             10.    Create a podcast
             11.    Create videos
             12.    Partner with other authors and experts, cross-market




Email                  Cell           Twitter          Blog
cbuck@axceler.com      425.246.2823   @buckleyplanet   http://buckleyplanet.com
Strategy 4: Take Action


Email               Cell           Twitter          Blog
cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
Strategy 4: Take Action

             1.     Create a metadata strategy
             2.     Create a user adoption strategy
             3.     Brand yourself
             4.     Use free press release services
             5.     Use free event services (Evite)
             6.     Create branded bling
             7.     Hire a publicist




Email                  Cell           Twitter          Blog
cbuck@axceler.com      425.246.2823   @buckleyplanet   http://buckleyplanet.com
Define Success




Email               Cell           Twitter          Blog
cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
Have success defined up front:
                Number of end users participating
                Number of events held
                Articles written
                Views / downloads
          Make it part of your formal commitments
          Communicate your plans
                Tell people your plans
                Give people visibility as you work
                Tell people what you’ve accomplished
Email               Cell           Twitter          Blog
cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
Best Practices for Success

             Get your end users involved early

             Have their roles defined for each phase of the project

             Let the end users drive the preparation and
             management of their own content and metadata,
             wherever possible

             Communicate often, and show them progress

             Celebrate the small wins!




Email               Cell           Twitter           Blog
cbuck@axceler.com   425.246.2823   @buckleyplanet    http://buckleyplanet.com
The Secret to Community Success



                    1. Bring a friend
                        2. Get involved
                            3. Keep learning

Email                 Cell           Twitter          Blog
cbuck@axceler.com     425.246.2823   @buckleyplanet   http://buckleyplanet.com
Readiness




Email               Cell           Twitter          Blog
cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
For more information


          Contact me at
               Christian Buckley, cbuck@axceler.com, 425-246-2823
               On Twitter at @buckleyplanet
               www.buckleyPLANET.com

          Download the free ebook!
               http://bit.ly/aiYKWR


          Articles
               Starting a Community is Hard
               SharePoint, Hillbillies, and Community

Email                Cell             Twitter          Blog
cbuck@axceler.com    425.246.2823     @buckleyplanet   http://buckleyplanet.com
Email
       Special Thanks to Our Sponsors
cbuck@axceler.com
                    Email Cell               Twitter
                                               Cell
                    cbuck@echotechnology.com @buckleyplanet
                          425.246.2823         425.246.2823
                                                              Twitter
                                                               Blog              Blog
                                                              @buckleyplanet http://buckleyplanet.net
                                                               http://buckleyplanet.com

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Jumpstart Your SharePoint Community Efforts #SPSRIC

  • 1. Jumpstart Your SharePoint Community Efforts Christian Buckley cbuck@axceler.com @buckleyPLANET SharePoint Saturday Richmond November 5th, 2011 Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 2. My Background Christian Buckley, Director of Product Evangelism at Axceler • Most recently at Microsoft • Microsoft Managed Services (now Office365-Dedicated) • Advertising Operations, ad platform API program • Prior to Microsoft, was a senior consultant, working in the software, supply chain, and grid technology spaces focusing on collaboration • Co-founded and sold a collaboration software company to Rational Software. Also co-authored 3 books on software configuration management and defect tracking for Rational and IBM • At another startup (E2open), helped design, build, and deploy a SharePoint-like collaboration platform (Collaboration Manager), managing deployment teams to onboard numerous high-tech manufacturing companies, including Hitachi, Matsushita, Seagate, Nortel, Sony, and Cisco • I live in a small town just east of Seattle, 4 kids. Co-authoring ‘Implementing Microsoft SharePoint 2010 Real-World Projects’ (MSPress, Feb2012) Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 3. Axceler Overview Improving Collaboration for 16+ Years Mission: To enable enterprises to simplify, optimize, and secure their collaborative platforms Delivered award-winning administration and migration software since 1994 Over 2,000 global customers Dramatically improve the management of SharePoint Innovative products that improve security, scalability, reliability, “deployability” Making IT more effective and efficient and lower the total cost of ownership Focus on solving specific SharePoint problems (Administration & Migration) Coach enterprises on SharePoint best practices Give administrators the most innovative tools available Anticipate customers’ needs Deliver best of breed offerings Stay in lock step with SharePoint development and market trends Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 4. The Role of Evangelism Product Management Feedback loop from partner and customer into product Deeply involved with future versions Pioneer best practices to create collateral and help support customers Develop customer data and validate, provide gap analysis, provide design guidance and advocate for product changes Community Development Enrich and expand the Microsoft relationship Provide thought leadership in the SharePoint community Product champion and influence through blogs, forums, conferences, articles Build lasting connections with key leaders in the SharePoint product team, Microsoft field offices, and partner community Partner Development Recruit partners (ISVs, SIs, professional service firms, independent consultants) Track and support partner activities and their customer needs Help refine and build the partner program details, forms, documentation Work with marketing and IT to design and build a partner portal Develop training and marketing content and videos to support partners Technical Enablement Work closely with customers on adopting and extending our tools Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 5. The Evangelist Role Product Partner Community Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 6. Your Role Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 7. Why develop community? Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 8.
  • 9. SharePoint is the fastest growing server product in Microsoft history, rivaling the success of MS Office The SharePoint partner ecosystem fills the platform gaps, and helps deliver solution ROI Many credit the SharePoint community with making SharePoint the success that it is Microsoft is looking at ways they can tap into key learning from the SharePoint community, extend it to other product areas Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 10. Why Community Development? Proactively drive perceptions Visible member of the community Thought leadership Connect to experts, partners, customers Microsoft relationship Awareness of the brand and our products Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 11. The Consumer Decision Journey HBR 12/2010 Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 12. Why Involve End Users? Executives Managers IT Department Consultants Partners The SharePoint Fairy End Users will determine the success of your SharePoint deployment Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 13. Studies show that end user participation in the design and development of a system dramatically increases the chance of success Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 14. What is so hard about developing community? Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 15. Case Study Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 16. How to Jumpstart Community Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 17. No registration required http://www.axceler.com/Portals/0/ebooks/BuildingYourPersonalBrand.pdf
  • 18. Strategy 1: Events Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 19. Strategy 1: Events 1. Start a company user group 2. Join your local/regional SPUG 3. Join your local/regional technology organizations 4. Attend or help organize a SharePoint Saturday 5. Attend or host a SharePint 6. Attend a regional conference 7. Create your own event Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 20. While at these events: • Bring a friend, family member, co-worker • Introduce yourself to someone new, every time • Take notes on what worked, what you would do differently • Get to know the people who run them, the movers and shakers within the community Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 21. Feedback Mechanisms I find your lack of faith in the community disturbing… Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 22. Strategy 2: Social Media Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 23. Definitions “Social media is media designed to be disseminated through social interaction, created using highly accessible and scalable publishing techniques. Social media uses Internet and web-based technologies to transform broadcast media monologues (one-to-many) into social media dialogues (many-to-many). It supports the democratization of knowledge and information, transforming people from content consumers into content producers.” Wikipedia.org Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 24. Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 25. Cultural Battle “Even those who fancy themselves the most progressive will fight against other kinds of progress, for each of us is convinced that our way is the best way.“ — Louis L'Amour • Understand your corporate culture before you try to change anything • Explain what it is you’re trying to do, and get end users onboard • In addition to executive buy in, you need your end users to buy in Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 26. Strategy 2: Social Media 1. Create a Twitter personal profile 2. Create a Twitter company profile 3. Join a Facebook group 4. Start a Facebook group 5. Join groups on LinkedIn 6. Bookmark the MSDN/TechNet forums, create a profile 7. RSS feeds for your favorite blogs and sites 8. Use Google Analytics 9. Use Hubspot and other tracking tools 10. Utilize social bookmarking on all content Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 27. Social Media is about consistency Blog daily activity / visits Social media visits Twitter follower growth Blog subscription growth Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 28. Strategy 3: Content Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 29. The Power of Content More than any other activity, content creation drives thought leadership, and is the cornerstone of building community. Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 30. Strategy 3: Content 1. Create a blog 2. Read and comment on other blogs 3. Create an editorial calendar, write with intent 1. Blogs lead to 2. Articles, which lead to 3. Whitepapers and presentations, which lead to 4. Books, featured content, and other content opportunities 4. Create a metadata strategy 5. Present at a regional event or conference 6. Create content for an aggregator (Squidoo, About) 7. Write an ebook Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 31. 8. Publish a newsletter 9. Host a webinar 10. Create a podcast 11. Create videos 12. Partner with other authors and experts, cross-market Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 32. Strategy 4: Take Action Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 33. Strategy 4: Take Action 1. Create a metadata strategy 2. Create a user adoption strategy 3. Brand yourself 4. Use free press release services 5. Use free event services (Evite) 6. Create branded bling 7. Hire a publicist Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 34. Define Success Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 35. Have success defined up front:  Number of end users participating  Number of events held  Articles written  Views / downloads  Make it part of your formal commitments  Communicate your plans  Tell people your plans  Give people visibility as you work  Tell people what you’ve accomplished Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 36. Best Practices for Success Get your end users involved early Have their roles defined for each phase of the project Let the end users drive the preparation and management of their own content and metadata, wherever possible Communicate often, and show them progress Celebrate the small wins! Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 37. The Secret to Community Success 1. Bring a friend 2. Get involved 3. Keep learning Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 38. Readiness Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 39. For more information Contact me at Christian Buckley, cbuck@axceler.com, 425-246-2823 On Twitter at @buckleyplanet www.buckleyPLANET.com Download the free ebook! http://bit.ly/aiYKWR Articles Starting a Community is Hard SharePoint, Hillbillies, and Community Email Cell Twitter Blog cbuck@axceler.com 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 40. Email Special Thanks to Our Sponsors cbuck@axceler.com Email Cell Twitter Cell cbuck@echotechnology.com @buckleyplanet 425.246.2823 425.246.2823 Twitter Blog Blog @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com

Notas do Editor

  1. As a technology evangelist, my role is to provide feedback and enhancements to our product team based on input from customers, consultants, SharePoint experts and partners. Across many conversations with a diverse group of people, one theme is clear: end users are not involved enough in SharePoint planning.
  2. OK, so you have the high-level scope of your project: in this example, it is to migrate several SPS 2003 and MOSS 2007 environments to a brand new SharePoint 2010 farm (or multiple farms). Your team has a defined development methodology (or a set way of doing things) and assigned a project manager. Your management team has an idea of how they’d like to see the new site or system designed, but you need to gather input from the people who will be using the system on a day-to-day basis.Here are four strategies for feedback that will help you get your end users more involved:
  3. There is no single way to manage a project. Your methodology, the documentation you generate, and the level of involvement of your end users all depend on your corporate culture, the size and scope of your SharePoint upgrade / migration, and the standard project management measurements (time, cost, resources). However, the key to success is the same no matter how you approach the problem: understand the scope before you begin, and remind yourself of that scope throughout the project. Right behind that project truth in importance is an equally critical success factor: get your end users involved early, and often. Decide where and when to involve users as part of your pre-planning activities. This is the most fluid of the strategic considerations, as it really just depends on who your users are, what the current environment looks like, and the overall goals of your migration. Understand the culture of your organization, and be aware of your end user’s needs. Remember: users who participate in the creation of a system are more likely to accept and support that system once deployed. This is sage advice for any project. Your users know their content – so let them drive activities around file share migrations, taxonomy development, metadata assignment, and signoff of the overall project plan. If you do this, you’ll find that people actually care about the system. And if they care about it, they’ll use it.
  4. There is no single way to manage a project. Your methodology, the documentation you generate, and the level of involvement of your end users all depend on your corporate culture, the size and scope of your SharePoint upgrade / migration, and the standard project management measurements (time, cost, resources). However, the key to success is the same no matter how you approach the problem: understand the scope before you begin, and remind yourself of that scope throughout the project. Right behind that project truth in importance is an equally critical success factor: get your end users involved early, and often. Decide where and when to involve users as part of your pre-planning activities. This is the most fluid of the strategic considerations, as it really just depends on who your users are, what the current environment looks like, and the overall goals of your migration. Understand the culture of your organization, and be aware of your end user’s needs. Remember: users who participate in the creation of a system are more likely to accept and support that system once deployed. This is sage advice for any project. Your users know their content – so let them drive activities around file share migrations, taxonomy development, metadata assignment, and signoff of the overall project plan. If you do this, you’ll find that people actually care about the system. And if they care about it, they’ll use it.