Microsoft SharePoint 2013 · Planning for Adoption and Governance by Evelyn, Geoff -- Read -- Imperial Library of Trantor

Index

Microsoft SharePoint 2013: Planning for Adoption and Governance Introduction

Service delivery encompasses User Adoption and Governance

Who this book is for

What this book is not for Assumptions about you

Organization of this book

Chapter 1: Aligning organizational goals and requirements Chapter 2: Defining the SharePoint solution scope Chapter 3: Planning SharePoint solution delivery Chapter 4: Preparing SharePoint solution User Adoption Chapter 5: Planning SharePoint Governance Chapter 6: SharePoint delivery program considerations Chapter 7: Organizing SharePoint delivery resources Chapter 8: Building a SharePoint service delivery model Chapter 9: Controlling the delivery program Chapter 10: SharePoint customization impacting User Adoption Chapter 11: Managing workshops and closing the delivery program Chapter 12: Maintaining the solution

Acknowledgments Support and feedback

Errata We want to hear from you Stay in touch

1. Aligning organizational goals and requirements

Understanding SharePoint goals and requirements Using Goal Alignment methods Creating measurable benefits

Ensuring that a SharePoint delivery program is legitimate

Understanding tangible and intangible benefits

Measuring SharePoint benefits

Surrogate measurement Higher-level measurement

Setting conditions for SharePoint delivery program satisfaction Forecasting User Adoption benefits Estimating demand for your SharePoint solution Pricing Estimating costs

Creating SharePoint S.M.A.R.T. goals Understanding Goal Alignment and the importance of User Adoption Understanding the importance of a performance review site Summary

2. Defining the SharePoint solution scope

Creating a learning and knowledge experience

Knowing your SharePoint features Engaging the right people

Tying analysis to SharePoint features

Building the user requirements document

Section 1—User Objectives Section 2—Structure and Taxonomy Section 3—Content and Metadata Section 4—Search and Audience Section 5—Features

Differences in planning On-Premise versus SharePoint Online solutions What makes a SharePoint delivery program successful?

Creating a SharePoint solution delivery plan Adding quality to your delivered SharePoint solution

Governance Adoption Value Vision ROI

Summary

3. Planning SharePoint solution delivery

Setting up a SharePoint delivery team Preparing a SharePoint delivery program Building the SharePoint delivery plan Defining controls to manage SharePoint solution delivery

Ascertaining progress reporting needs Identifying who can authorize changes Keeping the stakeholders informed Documenting your SharePoint implementation Establishing controls for SharePoint solution delivery

Engaging your sponsor and stakeholders Summary

4. Preparing SharePoint solution User Adoption

Building SharePoint User Adoption strategies Getting support from your SharePoint sponsor Sparking excitement in your potential users Developing Communication Plans Creating SharePoint champions Standardizing business needs Building collaborative ownership Understanding the importance of training Social networking in SharePoint 2013 Value Management and Value Engineering

Objectives of Value Management

Step 1: Structure the objectives Step 2: Assign importance weightings Step 3: Evaluate each option Step 4: Assess value Step 5: Check sensitivity Critical success factors

Applying Value Engineering to SharePoint solutions

Critical success factors

The importance of Value Management and Value Engineering in SharePoint solution design

Planning for BYOD Summary

5. Planning SharePoint Governance

Creating a Governance committee

The model Building a SharePoint Governance committee Strategy team Tactical team

Creating a SharePoint service model Creating platform Governance Creating business rules Creating a SharePoint training program

Training resource requirements Training plan scheduling Communication and support Technical training

Using web analytics and auditing to provide substance to Governance Understanding IT consumerization Governance

Lost devices Lost IP Security breaches Information leaks Patching of mobile devices Creating policies for mobile device use Getting the users involved

Building the Statement of Operations Summary

6. SharePoint delivery program considerations

Managing change in the SharePoint delivery program Understanding the importance of information architecture Building your search strategy Understanding geographical boundary implications Understanding why you need platform deployment documentation Understanding the key SharePoint 2013 concepts

Topology Considering SharePoint 2010 migration

Building the platform deployment document

Platform Overview Functional Requirements Performance Requirements Human Requirements System Management Requirements Availability, Reliability, and Maintenance Interface Requirements Test Requirements Design Constraints Documentation, installation, and integration testing Integration and hardware testing

Summary

7. Organizing SharePoint delivery resources

Organizing the delivery team Creating the terms of reference Building the delivery team

Strategy Brief ADS Engagement Summary Presentations and demo sites

Understanding the delivery team roles

Business analysts Content strategist Web graphic designer Information architect Infrastructure specialist SharePoint administrator SharePoint delivery manager Solutions architect SharePoint and web developer The SharePoint 2013 One-Stop Shop Interfaces: Teams in the organization Interfaces: Consultants from outside the organization Communications Quality Assurance SharePoint trainers User interface designer

Summary

8. Building a SharePoint service delivery model

Understanding SharePoint service delivery Creating a SharePoint support service

Task 1: Examine your resources Task 2: Identify your customers Task 3: Launch your services Task 4: Manage the flow Task 5: Establish query closure methods Task 6: Establish reporting Task 7: Control your work Task 8: Communicate with your customers Task 9: Survey your customers Task 10: Review and improve

Understanding compliance, legal, availability, and resiliency implications Cloud versus on-premise Summary

9. Controlling the delivery program

Creating a delivery schedule Tracking and communicating progress

Understanding the content of delivery program reports

Team member reports Delivery manager reports SharePoint sponsor reports Subcontractor reports

Understanding the bar chart Creating management summaries Creating the deliverables log Creating a late activities report Creating a network diagram Creating a milestone report

Understanding project interdependencies Managing the finances

Applying financial management to SharePoint delivery programs Recording actual costs and committed costs

Managing risks and issues

Managing risk Managing issues

Summary

10. SharePoint customization impacting User Adoption

Deciding when you should and should not customize SharePoint

Using practical techniques to make decisions Creating customization policies to protect the SharePoint platform

Choosing the correct resources SharePoint 2013 development environment options Understanding the User Adoption impact Understanding the Governance impact

Ensuring developer environment separation and ownership Provisioning SharePoint 2013 Designer to developers Ensuring that a system development life cycle is followed

Creating documentation for customized SharePoint solutions

Creating the User Solution Specification document Creating the User Manual Creating the Operations Manual

Summary

11. Managing workshops and closing the delivery program

Managing workshops

Conducting the workshops

Before the workshop At the workshop After the workshop The importance of listening to and knowing your audience in SharePoint workshops

Brainstorming

Carrying out a quality review Signing off on SharePoint solution delivery Confirming that training has been completed Creating a closure checklist Creating the closure report

Formal closure of SharePoint delivery programs Closure actions and communication

Summary

12. Maintaining the solution

Sustaining SharePoint support Sustaining Governance Sustaining User Adoption Summary

A. About the author Index About the Author Copyright

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