book

Microsoft SharePoint 2013: Planning for Adoption and Governance

by Geoff Evelyn

June 2013

Intermediate to advanced

388 pages

13h 7m

English

Microsoft Press

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Service delivery encompasses User Adoption and GovernanceGovernance provides business ownershipWho this book is forWhat this book is not forAssumptions about youOrganization of this bookChapter 1: Aligning organizational goals and requirementsChapter 2: Defining the SharePoint solution scopeChapter 3: Planning SharePoint solution deliveryChapter 4: Preparing SharePoint solution User AdoptionChapter 5: Planning SharePoint GovernanceChapter 6: SharePoint delivery program considerationsChapter 7: Organizing SharePoint delivery resourcesChapter 8: Building a SharePoint service delivery modelChapter 9: Controlling the delivery programChapter 10: SharePoint customization impacting User AdoptionChapter 11: Managing workshops and closing the delivery programChapter 12: Maintaining the solutionAcknowledgmentsSupport and feedbackErrataWe want to hear from youStay in touch
Understanding SharePoint goals and requirementsUsing Goal Alignment methodsCreating measurable benefitsEnsuring that a SharePoint delivery program is legitimateUnderstanding tangible and intangible benefitsMeasuring SharePoint benefitsSurrogate measurementHigher-level measurementSetting conditions for SharePoint delivery program satisfactionForecasting User Adoption benefitsEstimating demand for your SharePoint solutionPricingEstimating costsCreating SharePoint S.M.A.R.T. goalsUnderstanding Goal Alignment and the importance of User AdoptionUnderstanding the importance of a performance review siteSummary
Creating a learning and knowledge experienceKnowing your SharePoint featuresEngaging the right peopleTying analysis to SharePoint featuresBuilding the user requirements documentSection 1—User ObjectivesSection 2—Structure and TaxonomySection 3—Content and MetadataSection 4—Search and AudienceSection 5—FeaturesDifferences in planning On-Premise versus SharePoint Online solutionsWhat makes a SharePoint delivery program successful?Creating a SharePoint solution delivery planAdding quality to your delivered SharePoint solutionGovernanceAdoptionValueVisionROISummary
Setting up a SharePoint delivery teamPreparing a SharePoint delivery programBuilding the SharePoint delivery planDefining controls to manage SharePoint solution deliveryAscertaining progress reporting needsIdentifying who can authorize changesKeeping the stakeholders informedDocumenting your SharePoint implementationEstablishing controls for SharePoint solution deliveryEngaging your sponsor and stakeholdersSummary
Building SharePoint User Adoption strategiesGetting support from your SharePoint sponsorSparking excitement in your potential usersDeveloping Communication PlansCreating SharePoint championsStandardizing business needsBuilding collaborative ownershipUnderstanding the importance of trainingSocial networking in SharePoint 2013Value Management and Value EngineeringObjectives of Value ManagementStep 1: Structure the objectivesStep 2: Assign importance weightingsStep 3: Evaluate each optionStep 4: Assess valueStep 5: Check sensitivityCritical success factorsApplying Value Engineering to SharePoint solutionsCritical success factorsThe importance of Value Management and Value Engineering in SharePoint solution designPlanning for BYODSummary
Creating a Governance committeeThe modelBuilding a SharePoint Governance committeeStrategy teamTactical teamCreating a SharePoint service modelCreating platform GovernanceCreating business rulesCreating a SharePoint training programTraining resource requirementsTraining plan schedulingCommunication and supportTechnical trainingUsing web analytics and auditing to provide substance to GovernanceUnderstanding IT consumerization GovernanceLost devicesLost IPSecurity breachesInformation leaksPatching of mobile devicesCreating policies for mobile device useGetting the users involvedBuilding the Statement of OperationsSummary
Managing change in the SharePoint delivery programUnderstanding the importance of information architectureBuilding your search strategyUnderstanding geographical boundary implicationsUnderstanding why you need platform deployment documentationUnderstanding the key SharePoint 2013 conceptsTopologyConsidering SharePoint 2010 migrationBuilding the platform deployment documentPlatform OverviewFunctional RequirementsPerformance RequirementsHuman RequirementsSystem Management RequirementsAvailability, Reliability, and MaintenanceInterface RequirementsTest RequirementsDesign ConstraintsDocumentation, installation, and integration testingIntegration and hardware testingSummary
Organizing the delivery teamCreating the terms of referenceBuilding the delivery teamStrategy BriefADSEngagement SummaryPresentations and demo sitesUnderstanding the delivery team rolesBusiness analystsContent strategistWeb graphic designerInformation architectInfrastructure specialistSharePoint administratorSharePoint delivery managerSolutions architectSharePoint and web developerThe SharePoint 2013 One-Stop ShopInterfaces: Teams in the organizationInterfaces: Consultants from outside the organizationCommunicationsQuality AssuranceSharePoint trainersUser interface designerSummary
Understanding SharePoint service deliveryCreating a SharePoint support serviceTask 1: Examine your resourcesTask 2: Identify your customersTask 3: Launch your servicesTask 4: Manage the flowTask 5: Establish query closure methodsTask 6: Establish reportingTask 7: Control your workTask 8: Communicate with your customersTask 9: Survey your customersTask 10: Review and improveUnderstanding compliance, legal, availability, and resiliency implicationsCloud versus on-premiseSummary
Creating a delivery scheduleTracking and communicating progressUnderstanding the content of delivery program reportsTeam member reportsDelivery manager reportsSharePoint sponsor reportsSubcontractor reportsUnderstanding the bar chartCreating management summariesCreating the deliverables logCreating a late activities reportCreating a network diagramCreating a milestone reportUnderstanding project interdependenciesManaging the financesApplying financial management to SharePoint delivery programsRecording actual costs and committed costsManaging risks and issuesManaging riskManaging issuesSummary

Deciding when you should and should not customize SharePointUsing practical techniques to make decisionsCreating customization policies to protect the SharePoint platformChoosing the correct resourcesSharePoint 2013 development environment optionsUnderstanding the User Adoption impactUnderstanding the Governance impactEnsuring developer environment separation and ownershipProvisioning SharePoint 2013 Designer to developersEnsuring that a system development life cycle is followedCreating documentation for customized SharePoint solutionsCreating the User Solution Specification documentCreating the User ManualCreating the Operations ManualSummary
Managing workshopsConducting the workshopsBefore the workshopAt the workshopAfter the workshopThe importance of listening to and knowing your audience in SharePoint workshopsBrainstormingCarrying out a quality reviewSigning off on SharePoint solution deliveryConfirming that training has been completedCreating a closure checklistCreating the closure reportFormal closure of SharePoint delivery programsClosure actions and communicationSummary
Sustaining SharePoint supportSustaining GovernanceSustaining User AdoptionSummary

Overview

Deliver a successful SharePoint solution to your organization

Take control of the complex requirements for delivering a SharePoint 2013 solution to your organization. Led by a SharePoint MVP specializing in SharePoint service delivery, you’ll learn proven methods to help you prepare for a smooth adoption and governance process throughout the enterprise. This guide is ideal for IT professionals, including service delivery managers, project and program managers, and business analysts.

Discover how to:

Align your SharePoint solution with organizational goals and business priorities

Engage executive sponsors, stakeholders, and SharePoint champions

Provide detailed plans and schedules for an effective, structured delivery

Build a team with appropriate roles to match delivery requirements

Prepare user adoption, training, and communication plans, with clear business rules and policies

Plan ongoing platform governance, service releases, and solution maintenance

Build effective customer service models and provide SharePoint support

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Publisher Resources

ISBN: 9780735672376Purchase book