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Microsoft SharePoint 2013: Planning for Adoption and Governance

Book Description

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

  • Table of Contents

    1. Special Upgrade Offer
    2. Introduction
      1. Service delivery encompasses User Adoption and Governance
        1. Governance provides business ownership
      2. Who this book is for
        1. What this book is not for
        2. Assumptions about you
      3. Organization of this book
        1. Chapter 1: Aligning organizational goals and requirements
        2. Chapter 2: Defining the SharePoint solution scope
        3. Chapter 3: Planning SharePoint solution delivery
        4. Chapter 4: Preparing SharePoint solution User Adoption
        5. Chapter 5: Planning SharePoint Governance
        6. Chapter 6: SharePoint delivery program considerations
        7. Chapter 7: Organizing SharePoint delivery resources
        8. Chapter 8: Building a SharePoint service delivery model
        9. Chapter 9: Controlling the delivery program
        10. Chapter 10: SharePoint customization impacting User Adoption
        11. Chapter 11: Managing workshops and closing the delivery program
        12. Chapter 12: Maintaining the solution
      4. Acknowledgments
      5. Support and feedback
        1. Errata
        2. We want to hear from you
        3. Stay in touch
    3. 1. Aligning organizational goals and requirements
      1. Understanding SharePoint goals and requirements
      2. Using Goal Alignment methods
      3. Creating measurable benefits
        1. Ensuring that a SharePoint delivery program is legitimate
      4. Understanding tangible and intangible benefits
        1. Measuring SharePoint benefits
          1. Surrogate measurement
          2. Higher-level measurement
        2. Setting conditions for SharePoint delivery program satisfaction
        3. Forecasting User Adoption benefits
        4. Estimating demand for your SharePoint solution
        5. Pricing
        6. Estimating costs
      5. Creating SharePoint S.M.A.R.T. goals
      6. Understanding Goal Alignment and the importance of User Adoption
      7. Understanding the importance of a performance review site
      8. Summary
    4. 2. Defining the SharePoint solution scope
      1. Creating a learning and knowledge experience
        1. Knowing your SharePoint features
        2. Engaging the right people
      2. Tying analysis to SharePoint features
        1. Building the user requirements document
          1. Section 1—User Objectives
          2. Section 2—Structure and Taxonomy
          3. Section 3—Content and Metadata
          4. Section 4—Search and Audience
          5. Section 5—Features
        2. Differences in planning On-Premise versus SharePoint Online solutions
        3. What makes a SharePoint delivery program successful?
      3. Creating a SharePoint solution delivery plan
      4. Adding quality to your delivered SharePoint solution
        1. Governance
        2. Adoption
        3. Value
        4. Vision
        5. ROI
      5. Summary
    5. 3. Planning SharePoint solution delivery
      1. Setting up a SharePoint delivery team
      2. Preparing a SharePoint delivery program
      3. Building the SharePoint delivery plan
      4. Defining controls to manage SharePoint solution delivery
        1. Ascertaining progress reporting needs
        2. Identifying who can authorize changes
        3. Keeping the stakeholders informed
        4. Documenting your SharePoint implementation
        5. Establishing controls for SharePoint solution delivery
      5. Engaging your sponsor and stakeholders
      6. Summary
    6. 4. Preparing SharePoint solution User Adoption
      1. Building SharePoint User Adoption strategies
      2. Getting support from your SharePoint sponsor
      3. Sparking excitement in your potential users
      4. Developing Communication Plans
      5. Creating SharePoint champions
      6. Standardizing business needs
      7. Building collaborative ownership
      8. Understanding the importance of training
      9. Social networking in SharePoint 2013
      10. Value Management and Value Engineering
        1. Objectives of Value Management
          1. Step 1: Structure the objectives
          2. Step 2: Assign importance weightings
          3. Step 3: Evaluate each option
          4. Step 4: Assess value
          5. Step 5: Check sensitivity
          6. Critical success factors
        2. Applying Value Engineering to SharePoint solutions
          1. Critical success factors
        3. The importance of Value Management and Value Engineering in SharePoint solution design
      11. Planning for BYOD
      12. Summary
    7. 5. Planning SharePoint Governance
      1. Creating a Governance committee
        1. The model
        2. Building a SharePoint Governance committee
        3. Strategy team
        4. Tactical team
      2. Creating a SharePoint service model
      3. Creating platform Governance
      4. Creating business rules
      5. Creating a SharePoint training program
        1. Training resource requirements
        2. Training plan scheduling
        3. Communication and support
        4. Technical training
      6. Using web analytics and auditing to provide substance to Governance
      7. Understanding IT consumerization Governance
        1. Lost devices
        2. Lost IP
        3. Security breaches
        4. Information leaks
        5. Patching of mobile devices
        6. Creating policies for mobile device use
        7. Getting the users involved
      8. Building the Statement of Operations
      9. Summary
    8. 6. SharePoint delivery program considerations
      1. Managing change in the SharePoint delivery program
      2. Understanding the importance of information architecture
      3. Building your search strategy
      4. Understanding geographical boundary implications
      5. Understanding why you need platform deployment documentation
      6. Understanding the key SharePoint 2013 concepts
        1. Topology
        2. Considering SharePoint 2010 migration
      7. Building the platform deployment document
        1. Platform Overview
        2. Functional Requirements
        3. Performance Requirements
        4. Human Requirements
        5. System Management Requirements
        6. Availability, Reliability, and Maintenance
        7. Interface Requirements
        8. Test Requirements
        9. Design Constraints
        10. Documentation, installation, and integration testing
        11. Integration and hardware testing
      8. Summary
    9. 7. Organizing SharePoint delivery resources
      1. Organizing the delivery team
      2. Creating the terms of reference
      3. Building the delivery team
        1. Strategy Brief
        2. ADS
        3. Engagement Summary
        4. Presentations and demo sites
      4. Understanding the delivery team roles
        1. Business analysts
        2. Content strategist
        3. Web graphic designer
        4. Information architect
        5. Infrastructure specialist
        6. SharePoint administrator
        7. SharePoint delivery manager
        8. Solutions architect
        9. SharePoint and web developer
        10. The SharePoint 2013 One-Stop Shop
        11. Interfaces: Teams in the organization
        12. Interfaces: Consultants from outside the organization
        13. Communications
        14. Quality Assurance
        15. SharePoint trainers
        16. User interface designer
      5. Summary
    10. 8. Building a SharePoint service delivery model
      1. Understanding SharePoint service delivery
      2. Creating a SharePoint support service
        1. Task 1: Examine your resources
        2. Task 2: Identify your customers
        3. Task 3: Launch your services
        4. Task 4: Manage the flow
        5. Task 5: Establish query closure methods
        6. Task 6: Establish reporting
        7. Task 7: Control your work
        8. Task 8: Communicate with your customers
        9. Task 9: Survey your customers
        10. Task 10: Review and improve
      3. Understanding compliance, legal, availability, and resiliency implications
      4. Cloud versus on-premise
      5. Summary
    11. 9. Controlling the delivery program
      1. Creating a delivery schedule
      2. Tracking and communicating progress
        1. Understanding the content of delivery program reports
          1. Team member reports
          2. Delivery manager reports
          3. SharePoint sponsor reports
          4. Subcontractor reports
        2. Understanding the bar chart
        3. Creating management summaries
        4. Creating the deliverables log
        5. Creating a late activities report
        6. Creating a network diagram
        7. Creating a milestone report
      3. Understanding project interdependencies
      4. Managing the finances
        1. Applying financial management to SharePoint delivery programs
        2. Recording actual costs and committed costs
      5. Managing risks and issues
        1. Managing risk
        2. Managing issues
      6. Summary
    12. 10. SharePoint customization impacting User Adoption
      1. Deciding when you should and should not customize SharePoint
        1. Using practical techniques to make decisions
        2. Creating customization policies to protect the SharePoint platform
      2. Choosing the correct resources
      3. SharePoint 2013 development environment options
      4. Understanding the User Adoption impact
      5. Understanding the Governance impact
        1. Ensuring developer environment separation and ownership
        2. Provisioning SharePoint 2013 Designer to developers
        3. Ensuring that a system development life cycle is followed
      6. Creating documentation for customized SharePoint solutions
        1. Creating the User Solution Specification document
        2. Creating the User Manual
        3. Creating the Operations Manual
      7. Summary
    13. 11. Managing workshops and closing the delivery program
      1. Managing workshops
        1. Conducting the workshops
          1. Before the workshop
          2. At the workshop
          3. After the workshop
          4. The importance of listening to and knowing your audience in SharePoint workshops
        2. Brainstorming
      2. Carrying out a quality review
      3. Signing off on SharePoint solution delivery
      4. Confirming that training has been completed
      5. Creating a closure checklist
      6. Creating the closure report
        1. Formal closure of SharePoint delivery programs
        2. Closure actions and communication
      7. Summary
    14. 12. Maintaining the solution
      1. Sustaining SharePoint support
      2. Sustaining Governance
      3. Sustaining User Adoption
      4. Summary
    15. A. About the author
    16. Index
    17. About the Author
    18. Special Upgrade Offer
    19. Copyright