146
BEST PRACTICES CONFERENCE SHAREPOINT Clarity. Direction. Confidence. THE SEVEN MOST IMPORTANT SHAREPOINT SUCCESS FACTORS A Focus on the Non- Technical #BPC11 @RHarbridge Presented By: Richard Harbridge

Best Practices - SharePoint Success Factors

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BEST PRACTICES CONFERENCE SHAREPOINT

Clarity Direction Confidence

THE SEVEN MOST IMPORTANT SHAREPOINT

SUCCESS FACTORSA Focus on the Non-Technical

BPC11 RHarbridgePresented By Richard Harbridge

BEST PRACTICES CONFERENCE SHAREPOINT

Who am I

I

BEST PRACTICES CONFERENCE SHAREPOINT

The Biggest ReasonsSharePoint Projects FailUnderstanding the Non TechnicalIs necessary to avoid poorhellip

Shared Understanding of RequirementsNeedsKnowledge around Limitations of the Software

(When to use itWhen not to)Estimation of Effort and Schedule Accuracy

BEST PRACTICES CONFERENCE SHAREPOINT

Our Goal Todayhellip

From Here To Here

BEST PRACTICES CONFERENCE SHAREPOINT

Understanding the lsquoWhyrsquo and Making a Decision

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Meet Joe

Hi

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

At Joersquos Companyhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Decision Makers donrsquot have Enough Information

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The CFO needs to Reduce Costs

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IT Services Struggles to Keep Up

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People Are Having Trouble Finding What They Need

And

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe has an Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Sincehellip

Awesome Not as awesome

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

And Everyone in Joersquos Company uses Microsoft Officehellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is the Perfect Fit

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map the needs of the organization to the right

technologyhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perform in depth product comparisons and evaluations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Like this onehellip

Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is important as Microsoft alone has a quite a fewhellip

bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Foundation

Standard

Enterprise

Even SharePoint has multiple options

2007

2010

Online

On Site

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos not just a feature to feature comparison

People

Process

Technology

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe does all that good research andhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is a part of his overall Enterprise Technology Plan

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Within the overall enterprise technology plan SharePoint meets specific business

needs

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipWe have to define our needs carefully if

we want to pick the right technology

BEST PRACTICES CONFERENCE SHAREPOINT

Achieving Buy In and Setting Expectations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Before we beginhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Letrsquos Talk About Perceptions

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People See Different Things

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order

bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Two Key Groups Must Buy In and Have The Right Expectations

IT Services Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to IT Services

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

Who am I

I

BEST PRACTICES CONFERENCE SHAREPOINT

The Biggest ReasonsSharePoint Projects FailUnderstanding the Non TechnicalIs necessary to avoid poorhellip

Shared Understanding of RequirementsNeedsKnowledge around Limitations of the Software

(When to use itWhen not to)Estimation of Effort and Schedule Accuracy

BEST PRACTICES CONFERENCE SHAREPOINT

Our Goal Todayhellip

From Here To Here

BEST PRACTICES CONFERENCE SHAREPOINT

Understanding the lsquoWhyrsquo and Making a Decision

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Meet Joe

Hi

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

At Joersquos Companyhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Decision Makers donrsquot have Enough Information

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The CFO needs to Reduce Costs

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IT Services Struggles to Keep Up

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People Are Having Trouble Finding What They Need

And

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe has an Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Sincehellip

Awesome Not as awesome

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

And Everyone in Joersquos Company uses Microsoft Officehellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is the Perfect Fit

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map the needs of the organization to the right

technologyhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perform in depth product comparisons and evaluations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Like this onehellip

Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is important as Microsoft alone has a quite a fewhellip

bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Foundation

Standard

Enterprise

Even SharePoint has multiple options

2007

2010

Online

On Site

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos not just a feature to feature comparison

People

Process

Technology

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe does all that good research andhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is a part of his overall Enterprise Technology Plan

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Within the overall enterprise technology plan SharePoint meets specific business

needs

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipWe have to define our needs carefully if

we want to pick the right technology

BEST PRACTICES CONFERENCE SHAREPOINT

Achieving Buy In and Setting Expectations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Before we beginhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Letrsquos Talk About Perceptions

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People See Different Things

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order

bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Two Key Groups Must Buy In and Have The Right Expectations

IT Services Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to IT Services

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

The Biggest ReasonsSharePoint Projects FailUnderstanding the Non TechnicalIs necessary to avoid poorhellip

Shared Understanding of RequirementsNeedsKnowledge around Limitations of the Software

(When to use itWhen not to)Estimation of Effort and Schedule Accuracy

BEST PRACTICES CONFERENCE SHAREPOINT

Our Goal Todayhellip

From Here To Here

BEST PRACTICES CONFERENCE SHAREPOINT

Understanding the lsquoWhyrsquo and Making a Decision

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Meet Joe

Hi

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

At Joersquos Companyhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Decision Makers donrsquot have Enough Information

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The CFO needs to Reduce Costs

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IT Services Struggles to Keep Up

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People Are Having Trouble Finding What They Need

And

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe has an Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Sincehellip

Awesome Not as awesome

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

And Everyone in Joersquos Company uses Microsoft Officehellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is the Perfect Fit

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map the needs of the organization to the right

technologyhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perform in depth product comparisons and evaluations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Like this onehellip

Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is important as Microsoft alone has a quite a fewhellip

bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Foundation

Standard

Enterprise

Even SharePoint has multiple options

2007

2010

Online

On Site

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos not just a feature to feature comparison

People

Process

Technology

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe does all that good research andhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is a part of his overall Enterprise Technology Plan

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Within the overall enterprise technology plan SharePoint meets specific business

needs

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipWe have to define our needs carefully if

we want to pick the right technology

BEST PRACTICES CONFERENCE SHAREPOINT

Achieving Buy In and Setting Expectations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Before we beginhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Letrsquos Talk About Perceptions

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People See Different Things

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order

bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Two Key Groups Must Buy In and Have The Right Expectations

IT Services Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to IT Services

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

Our Goal Todayhellip

From Here To Here

BEST PRACTICES CONFERENCE SHAREPOINT

Understanding the lsquoWhyrsquo and Making a Decision

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Meet Joe

Hi

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

At Joersquos Companyhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Decision Makers donrsquot have Enough Information

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The CFO needs to Reduce Costs

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IT Services Struggles to Keep Up

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People Are Having Trouble Finding What They Need

And

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe has an Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Sincehellip

Awesome Not as awesome

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

And Everyone in Joersquos Company uses Microsoft Officehellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is the Perfect Fit

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map the needs of the organization to the right

technologyhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perform in depth product comparisons and evaluations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Like this onehellip

Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is important as Microsoft alone has a quite a fewhellip

bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Foundation

Standard

Enterprise

Even SharePoint has multiple options

2007

2010

Online

On Site

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos not just a feature to feature comparison

People

Process

Technology

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe does all that good research andhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is a part of his overall Enterprise Technology Plan

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Within the overall enterprise technology plan SharePoint meets specific business

needs

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipWe have to define our needs carefully if

we want to pick the right technology

BEST PRACTICES CONFERENCE SHAREPOINT

Achieving Buy In and Setting Expectations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Before we beginhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Letrsquos Talk About Perceptions

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People See Different Things

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order

bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Two Key Groups Must Buy In and Have The Right Expectations

IT Services Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to IT Services

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

Understanding the lsquoWhyrsquo and Making a Decision

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Meet Joe

Hi

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

At Joersquos Companyhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Decision Makers donrsquot have Enough Information

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The CFO needs to Reduce Costs

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IT Services Struggles to Keep Up

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People Are Having Trouble Finding What They Need

And

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe has an Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Sincehellip

Awesome Not as awesome

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

And Everyone in Joersquos Company uses Microsoft Officehellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is the Perfect Fit

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map the needs of the organization to the right

technologyhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perform in depth product comparisons and evaluations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Like this onehellip

Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is important as Microsoft alone has a quite a fewhellip

bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Foundation

Standard

Enterprise

Even SharePoint has multiple options

2007

2010

Online

On Site

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos not just a feature to feature comparison

People

Process

Technology

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe does all that good research andhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is a part of his overall Enterprise Technology Plan

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Within the overall enterprise technology plan SharePoint meets specific business

needs

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipWe have to define our needs carefully if

we want to pick the right technology

BEST PRACTICES CONFERENCE SHAREPOINT

Achieving Buy In and Setting Expectations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Before we beginhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Letrsquos Talk About Perceptions

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People See Different Things

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order

bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Two Key Groups Must Buy In and Have The Right Expectations

IT Services Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to IT Services

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Meet Joe

Hi

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

At Joersquos Companyhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Decision Makers donrsquot have Enough Information

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The CFO needs to Reduce Costs

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IT Services Struggles to Keep Up

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People Are Having Trouble Finding What They Need

And

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe has an Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Sincehellip

Awesome Not as awesome

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

And Everyone in Joersquos Company uses Microsoft Officehellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is the Perfect Fit

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map the needs of the organization to the right

technologyhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perform in depth product comparisons and evaluations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Like this onehellip

Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is important as Microsoft alone has a quite a fewhellip

bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Foundation

Standard

Enterprise

Even SharePoint has multiple options

2007

2010

Online

On Site

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos not just a feature to feature comparison

People

Process

Technology

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe does all that good research andhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is a part of his overall Enterprise Technology Plan

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Within the overall enterprise technology plan SharePoint meets specific business

needs

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipWe have to define our needs carefully if

we want to pick the right technology

BEST PRACTICES CONFERENCE SHAREPOINT

Achieving Buy In and Setting Expectations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Before we beginhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Letrsquos Talk About Perceptions

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People See Different Things

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order

bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Two Key Groups Must Buy In and Have The Right Expectations

IT Services Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to IT Services

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

At Joersquos Companyhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Decision Makers donrsquot have Enough Information

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The CFO needs to Reduce Costs

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IT Services Struggles to Keep Up

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People Are Having Trouble Finding What They Need

And

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe has an Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Sincehellip

Awesome Not as awesome

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

And Everyone in Joersquos Company uses Microsoft Officehellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is the Perfect Fit

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map the needs of the organization to the right

technologyhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perform in depth product comparisons and evaluations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Like this onehellip

Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is important as Microsoft alone has a quite a fewhellip

bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Foundation

Standard

Enterprise

Even SharePoint has multiple options

2007

2010

Online

On Site

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos not just a feature to feature comparison

People

Process

Technology

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe does all that good research andhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is a part of his overall Enterprise Technology Plan

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Within the overall enterprise technology plan SharePoint meets specific business

needs

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipWe have to define our needs carefully if

we want to pick the right technology

BEST PRACTICES CONFERENCE SHAREPOINT

Achieving Buy In and Setting Expectations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Before we beginhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Letrsquos Talk About Perceptions

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People See Different Things

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order

bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Two Key Groups Must Buy In and Have The Right Expectations

IT Services Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to IT Services

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Decision Makers donrsquot have Enough Information

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The CFO needs to Reduce Costs

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IT Services Struggles to Keep Up

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People Are Having Trouble Finding What They Need

And

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe has an Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Sincehellip

Awesome Not as awesome

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

And Everyone in Joersquos Company uses Microsoft Officehellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is the Perfect Fit

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map the needs of the organization to the right

technologyhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perform in depth product comparisons and evaluations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Like this onehellip

Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is important as Microsoft alone has a quite a fewhellip

bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Foundation

Standard

Enterprise

Even SharePoint has multiple options

2007

2010

Online

On Site

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos not just a feature to feature comparison

People

Process

Technology

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe does all that good research andhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is a part of his overall Enterprise Technology Plan

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Within the overall enterprise technology plan SharePoint meets specific business

needs

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipWe have to define our needs carefully if

we want to pick the right technology

BEST PRACTICES CONFERENCE SHAREPOINT

Achieving Buy In and Setting Expectations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Before we beginhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Letrsquos Talk About Perceptions

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People See Different Things

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order

bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Two Key Groups Must Buy In and Have The Right Expectations

IT Services Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to IT Services

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The CFO needs to Reduce Costs

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IT Services Struggles to Keep Up

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People Are Having Trouble Finding What They Need

And

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe has an Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Sincehellip

Awesome Not as awesome

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

And Everyone in Joersquos Company uses Microsoft Officehellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is the Perfect Fit

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map the needs of the organization to the right

technologyhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perform in depth product comparisons and evaluations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Like this onehellip

Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is important as Microsoft alone has a quite a fewhellip

bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Foundation

Standard

Enterprise

Even SharePoint has multiple options

2007

2010

Online

On Site

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos not just a feature to feature comparison

People

Process

Technology

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe does all that good research andhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is a part of his overall Enterprise Technology Plan

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Within the overall enterprise technology plan SharePoint meets specific business

needs

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipWe have to define our needs carefully if

we want to pick the right technology

BEST PRACTICES CONFERENCE SHAREPOINT

Achieving Buy In and Setting Expectations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Before we beginhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Letrsquos Talk About Perceptions

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People See Different Things

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order

bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Two Key Groups Must Buy In and Have The Right Expectations

IT Services Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to IT Services

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IT Services Struggles to Keep Up

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People Are Having Trouble Finding What They Need

And

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe has an Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Sincehellip

Awesome Not as awesome

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

And Everyone in Joersquos Company uses Microsoft Officehellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is the Perfect Fit

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map the needs of the organization to the right

technologyhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perform in depth product comparisons and evaluations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Like this onehellip

Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is important as Microsoft alone has a quite a fewhellip

bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Foundation

Standard

Enterprise

Even SharePoint has multiple options

2007

2010

Online

On Site

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos not just a feature to feature comparison

People

Process

Technology

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe does all that good research andhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is a part of his overall Enterprise Technology Plan

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Within the overall enterprise technology plan SharePoint meets specific business

needs

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipWe have to define our needs carefully if

we want to pick the right technology

BEST PRACTICES CONFERENCE SHAREPOINT

Achieving Buy In and Setting Expectations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Before we beginhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Letrsquos Talk About Perceptions

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People See Different Things

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order

bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Two Key Groups Must Buy In and Have The Right Expectations

IT Services Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to IT Services

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People Are Having Trouble Finding What They Need

And

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe has an Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Sincehellip

Awesome Not as awesome

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

And Everyone in Joersquos Company uses Microsoft Officehellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is the Perfect Fit

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map the needs of the organization to the right

technologyhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perform in depth product comparisons and evaluations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Like this onehellip

Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is important as Microsoft alone has a quite a fewhellip

bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Foundation

Standard

Enterprise

Even SharePoint has multiple options

2007

2010

Online

On Site

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos not just a feature to feature comparison

People

Process

Technology

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe does all that good research andhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is a part of his overall Enterprise Technology Plan

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Within the overall enterprise technology plan SharePoint meets specific business

needs

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipWe have to define our needs carefully if

we want to pick the right technology

BEST PRACTICES CONFERENCE SHAREPOINT

Achieving Buy In and Setting Expectations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Before we beginhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Letrsquos Talk About Perceptions

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People See Different Things

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order

bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Two Key Groups Must Buy In and Have The Right Expectations

IT Services Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to IT Services

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe has an Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Sincehellip

Awesome Not as awesome

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

And Everyone in Joersquos Company uses Microsoft Officehellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is the Perfect Fit

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map the needs of the organization to the right

technologyhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perform in depth product comparisons and evaluations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Like this onehellip

Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is important as Microsoft alone has a quite a fewhellip

bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Foundation

Standard

Enterprise

Even SharePoint has multiple options

2007

2010

Online

On Site

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos not just a feature to feature comparison

People

Process

Technology

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe does all that good research andhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is a part of his overall Enterprise Technology Plan

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Within the overall enterprise technology plan SharePoint meets specific business

needs

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipWe have to define our needs carefully if

we want to pick the right technology

BEST PRACTICES CONFERENCE SHAREPOINT

Achieving Buy In and Setting Expectations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Before we beginhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Letrsquos Talk About Perceptions

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People See Different Things

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order

bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Two Key Groups Must Buy In and Have The Right Expectations

IT Services Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to IT Services

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Sincehellip

Awesome Not as awesome

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

And Everyone in Joersquos Company uses Microsoft Officehellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is the Perfect Fit

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map the needs of the organization to the right

technologyhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perform in depth product comparisons and evaluations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Like this onehellip

Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is important as Microsoft alone has a quite a fewhellip

bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Foundation

Standard

Enterprise

Even SharePoint has multiple options

2007

2010

Online

On Site

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos not just a feature to feature comparison

People

Process

Technology

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe does all that good research andhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is a part of his overall Enterprise Technology Plan

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Within the overall enterprise technology plan SharePoint meets specific business

needs

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipWe have to define our needs carefully if

we want to pick the right technology

BEST PRACTICES CONFERENCE SHAREPOINT

Achieving Buy In and Setting Expectations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Before we beginhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Letrsquos Talk About Perceptions

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People See Different Things

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order

bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Two Key Groups Must Buy In and Have The Right Expectations

IT Services Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to IT Services

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

And Everyone in Joersquos Company uses Microsoft Officehellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is the Perfect Fit

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map the needs of the organization to the right

technologyhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perform in depth product comparisons and evaluations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Like this onehellip

Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is important as Microsoft alone has a quite a fewhellip

bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Foundation

Standard

Enterprise

Even SharePoint has multiple options

2007

2010

Online

On Site

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos not just a feature to feature comparison

People

Process

Technology

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe does all that good research andhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is a part of his overall Enterprise Technology Plan

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Within the overall enterprise technology plan SharePoint meets specific business

needs

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipWe have to define our needs carefully if

we want to pick the right technology

BEST PRACTICES CONFERENCE SHAREPOINT

Achieving Buy In and Setting Expectations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Before we beginhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Letrsquos Talk About Perceptions

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People See Different Things

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order

bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Two Key Groups Must Buy In and Have The Right Expectations

IT Services Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to IT Services

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is the Perfect Fit

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map the needs of the organization to the right

technologyhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perform in depth product comparisons and evaluations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Like this onehellip

Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is important as Microsoft alone has a quite a fewhellip

bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Foundation

Standard

Enterprise

Even SharePoint has multiple options

2007

2010

Online

On Site

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos not just a feature to feature comparison

People

Process

Technology

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe does all that good research andhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is a part of his overall Enterprise Technology Plan

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Within the overall enterprise technology plan SharePoint meets specific business

needs

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipWe have to define our needs carefully if

we want to pick the right technology

BEST PRACTICES CONFERENCE SHAREPOINT

Achieving Buy In and Setting Expectations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Before we beginhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Letrsquos Talk About Perceptions

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People See Different Things

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order

bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Two Key Groups Must Buy In and Have The Right Expectations

IT Services Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to IT Services

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map the needs of the organization to the right

technologyhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perform in depth product comparisons and evaluations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Like this onehellip

Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is important as Microsoft alone has a quite a fewhellip

bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Foundation

Standard

Enterprise

Even SharePoint has multiple options

2007

2010

Online

On Site

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos not just a feature to feature comparison

People

Process

Technology

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe does all that good research andhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is a part of his overall Enterprise Technology Plan

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Within the overall enterprise technology plan SharePoint meets specific business

needs

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipWe have to define our needs carefully if

we want to pick the right technology

BEST PRACTICES CONFERENCE SHAREPOINT

Achieving Buy In and Setting Expectations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Before we beginhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Letrsquos Talk About Perceptions

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People See Different Things

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order

bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Two Key Groups Must Buy In and Have The Right Expectations

IT Services Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to IT Services

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map the needs of the organization to the right

technologyhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perform in depth product comparisons and evaluations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Like this onehellip

Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is important as Microsoft alone has a quite a fewhellip

bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Foundation

Standard

Enterprise

Even SharePoint has multiple options

2007

2010

Online

On Site

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos not just a feature to feature comparison

People

Process

Technology

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe does all that good research andhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is a part of his overall Enterprise Technology Plan

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Within the overall enterprise technology plan SharePoint meets specific business

needs

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipWe have to define our needs carefully if

we want to pick the right technology

BEST PRACTICES CONFERENCE SHAREPOINT

Achieving Buy In and Setting Expectations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Before we beginhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Letrsquos Talk About Perceptions

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People See Different Things

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order

bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Two Key Groups Must Buy In and Have The Right Expectations

IT Services Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to IT Services

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perform in depth product comparisons and evaluations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Like this onehellip

Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is important as Microsoft alone has a quite a fewhellip

bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Foundation

Standard

Enterprise

Even SharePoint has multiple options

2007

2010

Online

On Site

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos not just a feature to feature comparison

People

Process

Technology

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe does all that good research andhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is a part of his overall Enterprise Technology Plan

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Within the overall enterprise technology plan SharePoint meets specific business

needs

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipWe have to define our needs carefully if

we want to pick the right technology

BEST PRACTICES CONFERENCE SHAREPOINT

Achieving Buy In and Setting Expectations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Before we beginhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Letrsquos Talk About Perceptions

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People See Different Things

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order

bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Two Key Groups Must Buy In and Have The Right Expectations

IT Services Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to IT Services

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Like this onehellip

Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is important as Microsoft alone has a quite a fewhellip

bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Foundation

Standard

Enterprise

Even SharePoint has multiple options

2007

2010

Online

On Site

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos not just a feature to feature comparison

People

Process

Technology

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe does all that good research andhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is a part of his overall Enterprise Technology Plan

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Within the overall enterprise technology plan SharePoint meets specific business

needs

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipWe have to define our needs carefully if

we want to pick the right technology

BEST PRACTICES CONFERENCE SHAREPOINT

Achieving Buy In and Setting Expectations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Before we beginhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Letrsquos Talk About Perceptions

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People See Different Things

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order

bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Two Key Groups Must Buy In and Have The Right Expectations

IT Services Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to IT Services

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is important as Microsoft alone has a quite a fewhellip

bull Dynamics AXbull Dynamics CRMbull Dynamics GPbull Dynamics NAVbull Dynamics POSbull Dynamics RMSbull Dynamics SL

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Foundation

Standard

Enterprise

Even SharePoint has multiple options

2007

2010

Online

On Site

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos not just a feature to feature comparison

People

Process

Technology

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe does all that good research andhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is a part of his overall Enterprise Technology Plan

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Within the overall enterprise technology plan SharePoint meets specific business

needs

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipWe have to define our needs carefully if

we want to pick the right technology

BEST PRACTICES CONFERENCE SHAREPOINT

Achieving Buy In and Setting Expectations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Before we beginhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Letrsquos Talk About Perceptions

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People See Different Things

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order

bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Two Key Groups Must Buy In and Have The Right Expectations

IT Services Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to IT Services

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Foundation

Standard

Enterprise

Even SharePoint has multiple options

2007

2010

Online

On Site

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos not just a feature to feature comparison

People

Process

Technology

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe does all that good research andhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is a part of his overall Enterprise Technology Plan

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Within the overall enterprise technology plan SharePoint meets specific business

needs

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipWe have to define our needs carefully if

we want to pick the right technology

BEST PRACTICES CONFERENCE SHAREPOINT

Achieving Buy In and Setting Expectations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Before we beginhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Letrsquos Talk About Perceptions

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People See Different Things

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order

bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Two Key Groups Must Buy In and Have The Right Expectations

IT Services Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to IT Services

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos not just a feature to feature comparison

People

Process

Technology

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe does all that good research andhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is a part of his overall Enterprise Technology Plan

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Within the overall enterprise technology plan SharePoint meets specific business

needs

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipWe have to define our needs carefully if

we want to pick the right technology

BEST PRACTICES CONFERENCE SHAREPOINT

Achieving Buy In and Setting Expectations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Before we beginhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Letrsquos Talk About Perceptions

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People See Different Things

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order

bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Two Key Groups Must Buy In and Have The Right Expectations

IT Services Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to IT Services

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So Joe does all that good research andhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is a part of his overall Enterprise Technology Plan

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Within the overall enterprise technology plan SharePoint meets specific business

needs

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipWe have to define our needs carefully if

we want to pick the right technology

BEST PRACTICES CONFERENCE SHAREPOINT

Achieving Buy In and Setting Expectations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Before we beginhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Letrsquos Talk About Perceptions

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People See Different Things

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order

bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Two Key Groups Must Buy In and Have The Right Expectations

IT Services Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to IT Services

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint is a part of his overall Enterprise Technology Plan

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Within the overall enterprise technology plan SharePoint meets specific business

needs

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipWe have to define our needs carefully if

we want to pick the right technology

BEST PRACTICES CONFERENCE SHAREPOINT

Achieving Buy In and Setting Expectations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Before we beginhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Letrsquos Talk About Perceptions

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People See Different Things

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order

bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Two Key Groups Must Buy In and Have The Right Expectations

IT Services Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to IT Services

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Within the overall enterprise technology plan SharePoint meets specific business

needs

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipWe have to define our needs carefully if

we want to pick the right technology

BEST PRACTICES CONFERENCE SHAREPOINT

Achieving Buy In and Setting Expectations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Before we beginhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Letrsquos Talk About Perceptions

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People See Different Things

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order

bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Two Key Groups Must Buy In and Have The Right Expectations

IT Services Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to IT Services

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipWe have to define our needs carefully if

we want to pick the right technology

BEST PRACTICES CONFERENCE SHAREPOINT

Achieving Buy In and Setting Expectations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Before we beginhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Letrsquos Talk About Perceptions

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People See Different Things

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order

bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Two Key Groups Must Buy In and Have The Right Expectations

IT Services Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to IT Services

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

Achieving Buy In and Setting Expectations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Before we beginhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Letrsquos Talk About Perceptions

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People See Different Things

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order

bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Two Key Groups Must Buy In and Have The Right Expectations

IT Services Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to IT Services

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Before we beginhellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Letrsquos Talk About Perceptions

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People See Different Things

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order

bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Two Key Groups Must Buy In and Have The Right Expectations

IT Services Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to IT Services

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Letrsquos Talk About Perceptions

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People See Different Things

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order

bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Two Key Groups Must Buy In and Have The Right Expectations

IT Services Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to IT Services

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People See Different Things

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order

bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Two Key Groups Must Buy In and Have The Right Expectations

IT Services Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to IT Services

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

People See Different Things

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order

bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Two Key Groups Must Buy In and Have The Right Expectations

IT Services Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to IT Services

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Perceptions Impact Motivationbull Acceptancebull Curiositybull Hungerbull Familybull Honourbull Idealismbull Independencebull Order

bull Physical Activitybull Powerbull Attractivenessbull Savingbull Social Contactbull Statusbull Securitybull Vengeance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Two Key Groups Must Buy In and Have The Right Expectations

IT Services Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to IT Services

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Two Key Groups Must Buy In and Have The Right Expectations

IT Services Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to IT Services

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to IT Services

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

COST OF OWNERSHIP

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince IT Services

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Biggest Point to Share is

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITrsquos involvement

The Reality

IT doesnrsquot want to learnsupport a new technology

SharePointrsquos integration is invaluable to IT

A unified application delivery platform like SharePoint can greatly reduce costs time and effort for new work

Cost of Ownership (IT)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

ManagementControl

Process

InformationInformationInformationInformation

Explain Information Overload

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Information

Search

Collaboration

Management

Control

ProcessForms Services

Business Intelligence

Personalization

Records Management

Information

Search

Collaboration

ManagementControl

Process

Explain Platform Benefits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the most important thing to Decision Makers

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

Add Value To Business

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What are some ways we can convince Decision Makers

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Add Value (Decision Makers)The Biggest Point to Share is

SharePoint can help achieve business objectives by improving productivity reducing waste and improving visibility to help drive better decision making

The Reality

Business Objectives are often not specific enough to be achievable

It takes time and investment to reach the point all managers and executives want

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Prioritize and Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Map Solutions to ObjectivesCentralize Knowledge and Resources

Enhance Collaboration

Automate and Improve Business Processes

Enhance Governance Model

Reduce Redundancy and Improve Efficiency

Adjust Site Structure and Taxonomy

Migrate File Shares

Create Dashboards

Implement Workflow Solutions

Configure Search Services

Branding

Direct Relationship Indirect Relationship

Objectives should be more specific ndash Example purposes only

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Whatrsquos the expectation we have to set

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

It Takes Time

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Solutions (Evolution)

Super Simplified

Business Intelligence

Driven

Business Process Driven

Collaboration Driven

Information Driven

Communication Collaboration Workflow Auditing

Reporting

Dashboards

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

The Outcome

Joe has achieved momentum and buy in

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipJoe must carefully manage expectations

and maintain the momentum

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

Determining and Supporting ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get here

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Show expected cost and return over multiple time periods

Remember to lsquodiscountrsquo values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future

Evaluating With Discounted Cash Flow

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Real Options Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Evaluating with Monte Carlo Analysis

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

This is kind of boringhellip

There are different ways of calculating ROI

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

There are really only two ways of using ROI

1 For Prioritization

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

The Simplest ROI Formula Ever

Estimated Value

Estimated Difficulty

Even I can do it

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Examples I have a difficult requirement Itrsquos an 8 in difficulty (out of 10)

I have an easy requirement Itrsquos a 2 in difficulty (out of 10)

The expected value of the difficult requirement is 4 (out of 10)

The expected value of the easy requirement is 6 (out of 10)

Estimated ValueEstimated Difficulty

1 For Prioritization

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI (traditionally) Measures Financial Impact

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ROI analysis often misses non-financial impactrsquo or lsquoincreased potentialrsquo

WebsiteIntranet Visitors

Increased Connections

User Complaints Improved Morale Improved Skills

Improved Know-How

Innovation

Better Reputation

Employment ApplicationsClick-throughs

Comments

Positive Word of Mouth

Negative Word of Mouth

Improved RelationshipsSTILL IMPORTANT

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Example of Non-Financial Measurement

2 To Improve Return

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

SharePoint Deployment Planning Services (SDPS)

httpswwwpartnersdpscomPagesToolsSupportaspx

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Rapid Economic Justification Guide

httpwwwmicrosoftcombusinessenterprisevaluemspx

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

MEASURE THE RIGHT

THING

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What you donrsquot want

Donrsquot lose perspective

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeJoe is measuring effort effectively to

better prioritize or to improve return on investment

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipFear of bad estimation leading to not

estimating at all Vaguely right is better than precisely wrong

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

Implementing Successful Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is Governance

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

GOVERNANCE IS REQUIRED

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without effective governanceorganization performance and

capability are significantly reduced

What does that mean

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Without Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

So how do we do it

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Teamwork is KeyThere are typically 5 teams for SharePoint Governance

Business Strategy TeamInitiativesTechnical Strategy TeamTactical Teams

Tactical Operations Team

Tactical Development Team

Tactical Support Team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Alternative TeamsIf the organization or implementation is small enough you might only need to start with two and break them apart as you maturegrow

Tactical Team Operations

Development

Support

Strategy Team Business

Technical

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

Identify patternsPlan for patternsExecute patterns

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

I think I see a Pattern

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Executing Governance

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

No Single ldquoApproachrdquo

Projects

Tasks

Communities

Practices

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

AggregateReference Document or Site (Contains all SharePoint Info ndash Single Point of Reference)

ObjectivesPriorities (TechBusiness)

Governance Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Utilized by Business Users to develop and implement business solutions that use technology without ITrsquos direct involvement

Our primary unified application delivery platform

Our primary workflowbusiness process automation platform

Our intranet and communication center for internal corporate communications

hellip

SharePoint will behellip

Our (external) web content management platform

Our primary document management platform

Our contact management platform

hellip

SharePoint will not behellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies Deployment Process Policies and Schedule

Operations Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements Deployment Process Policies and Schedule

Development Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

ObjectivesPriorities Site Classification and Platform Classification Site Provisioning ProcessQuestionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)hellip

Support Deliverables

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management

Support Deliverables

SharePoint Standards Online

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Governance Checklist

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

TechNet Community and More

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

are

Use them

FRAMEWORKS

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

ITIL Framework

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

COBIT Framework

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

Microsoft Operations Framework (MOF)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

With Governance

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeEveryone Achieves a Shared Understanding

of SharePoint Related Processes

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipNot just documents policies and

procedures It is an active and ongoing process

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

Approaching and Supporting SharePoint

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What is the best approach for SharePoint Implementations

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

ITERATIVE APPROACH

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Why Iterative SharePoint is a very large platform It takes time to understand SharePoint SharePoint is great for rapid prototyping

and for proof of concept work It ensures there is enough time to

review adjust and communicate

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Communication Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Will act as a binding agreement (forces you to carry through)

Helps keep communication focused Helps prevent unwanted surprises

The Communication Plan

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Planning

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Donrsquot forget you arenrsquot superman

(Sorry Joe)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Multiple Tiers for Escalation

Tactical Support Team

Help Desk

Site Administrators

End Users

Learning LibrariesOnlineHelp

(You canrsquot know everything)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Measure SupportLearn and use data to be proactive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Diversify Support resourcesmediums

Books and Manuals Online

MSDN

TechNet

Blogs

Cheat Sheets One on One Classroom Training

Forums

Help

Etc

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Useful digestible training sessions (less than an hour)

Workshops gt Presentations

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Avoid too much too fastKeep it simple

Itrsquos like learning to drive

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

IS

Use them

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Productivity Hub

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Support Tiphellip

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

RESPONDYou never want to give the IT busy

signal or support busy signal

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is supported effectively

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe training and support can be

costly in time and resources

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

Improved User Adoption

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

How do we get successful User Adoption

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

USERS MUST UNDERSTAND

THE VALUE

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Successful User Adoption Requireshellip

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Do a video like this onehellip

>

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

High Availability Mobility and Accessibility also lead to better

User Adoption

SharePoint WorkspaceGroove Outlook Integration (Offlining) Mobile and More

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate and promote the right culture

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create an Identity and Brand

Branding should make it easier and more effective

Consistency Across User Environments

Modify Provisioned Site (or Templates) Based on Need

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Focus on those on boardready

People who already want it

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

Make it Fun

Hold Contests Scavenger Hunts and Other Activities

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Use what they love

If they love using outlook focus on using that as a leveraging point

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Itrsquos okay to be proud

Say ldquoThank Yourdquo

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Reward super users with achievements

Then promote the desire to get rewards

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Create a SharePoint Showcase

Where users submit and show off

their SharePoint ldquoSolutionsrdquo

Good Idea

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Make it Easier to Work With

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeSharePoint is successfully adopted by a large

enough group of users to be deemed successful

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipThe build it they will come approach

will not work alone

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

Planning for New Work and Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

What about New Work amp Growth

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your limits

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Grow your team

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Know your team and needs Developers(s)

Administrators(s)

Architect(s)

Business Analyst(s)

Project Manager(s)

Site Administrator(s)

Super Users(s)

Trainer(s)

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

BPC11 RHarbridge

Cultivate new work Itrsquos a good thing

This boosts user adoption (More functionality and dependency over time)

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

The OutcomeThe SharePoint Implementation continues to

grow expand and provide more value

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

What to watch out forhellipYou need to plan support for new

workrequests otherwise people will lose confidence

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

So being successful requireshellipUnderstanding the non technical as well as the technical

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

1 Understanding the lsquoWhyrsquo amp Making a Decision2 Achieving Buy In and Setting Expectations3 Determining and Supporting ROI4 Implementing Successful Governance5 Approaching and Supporting SharePoint6 Improving User Adoption7 Planning for New Work and Growth

1 Understand Business Needs and Map to Them2 Share Alignment Vision and Expectations3 Use Measurements to Improve and Return More4 Use Team Work And Execute With Patterns5 Be Iterative Leverage Everyone and Respond6 Share the Value and Successes7 Manage your Capability and Priorities

Success Factorshellip

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
  • Slide 50
  • Slide 51
  • Slide 52
  • How do we get here
  • Evaluating With Discounted Cash Flow
  • Slide 55
  • Slide 56
  • Slide 57
  • Slide 58
  • Slide 59
  • Examples
  • Slide 61
  • Slide 62
  • Example of Non-Financial Measurement
  • Slide 64
  • Slide 65
  • Slide 66
  • Slide 67
  • Slide 68
  • What you donrsquot want
  • Slide 70
  • Slide 71
  • Slide 72
  • Slide 73
  • Slide 74
  • Slide 75
  • Slide 76
  • Slide 77
  • Teamwork is Key
  • Alternative Teams
  • Slide 80
  • Slide 81
  • Executing Governance
  • Slide 83
  • Governance Deliverables
  • Slide 85
  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
  • Slide 90
  • Governance Checklist
  • TechNet Community and More
  • Slide 93
  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
  • Slide 97
  • Slide 98
  • Slide 99
  • Slide 100
  • Slide 101
  • Slide 102
  • Slide 103
  • Slide 104
  • Slide 105
  • Slide 106
  • Slide 107
  • Slide 108
  • Slide 109
  • Slide 110
  • Slide 111
  • Slide 112
  • Slide 113
  • Productivity Hub
  • Slide 115
  • Slide 116
  • Slide 117
  • Slide 118
  • Slide 119
  • Slide 120
  • Slide 121
  • Slide 122
  • Slide 123
  • Slide 124
  • Slide 125
  • Slide 126
  • Slide 127
  • Slide 128
  • Slide 129
  • Slide 130
  • Slide 131
  • Slide 132
  • Slide 133
  • Slide 134
  • Slide 135
  • Slide 136
  • Slide 137
  • Slide 138
  • Slide 140
  • Slide 141
  • Slide 142
  • Slide 143
  • Slide 144
  • Slide 145
  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl

BEST PRACTICES CONFERENCE SHAREPOINT

Thank You Organizers Sponsors and You for Making this Possible

Questions Ideas Feedback Contact me

Twitter rharbridge

Blog wwwrharbridgecom

LinkedIn wwwlinkedincominrharbridge

Email me at richardrharbridgecom

My company wwwAllincom

  • The seven most important SharePoint Success Factors
  • Slide 2
  • Understanding the Non Technical
  • Our Goal Todayhellip
  • Slide 6
  • Slide 7
  • Slide 8
  • Slide 9
  • Slide 10
  • Slide 11
  • Slide 12
  • Slide 13
  • Slide 14
  • Slide 15
  • Slide 16
  • Slide 17
  • Slide 18
  • Slide 19
  • Slide 20
  • Slide 21
  • Slide 22
  • Slide 23
  • Slide 24
  • Slide 25
  • Slide 26
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Slide 31
  • Slide 32
  • Slide 33
  • Slide 34
  • Slide 35
  • Slide 36
  • Slide 37
  • Slide 38
  • Explain Information Overload
  • Explain Platform Benefits
  • Slide 41
  • Slide 42
  • Slide 43
  • Add Value (Decision Makers)
  • Prioritize and Plan
  • Map Solutions to Objectives
  • Slide 47
  • Slide 48
  • SharePoint Solutions (Evolution)
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  • How do we get here
  • Evaluating With Discounted Cash Flow
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  • Examples
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  • Example of Non-Financial Measurement
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  • What you donrsquot want
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  • Teamwork is Key
  • Alternative Teams
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  • Executing Governance
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  • Governance Deliverables
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  • Operations Deliverables
  • Development Deliverables
  • Support Deliverables
  • Support Deliverables (2)
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  • Governance Checklist
  • TechNet Community and More
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  • ITIL Framework
  • COBIT Framework
  • Microsoft Operations Framework (MOF)
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  • Productivity Hub
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  • So being successful requireshellip
  • Success Factorshellip
  • Thank You Organizers Sponsors and You for Making this Possibl