SharePoint Big Thinking Experience

The following are some big thinking items to consider and think about in regard to SharePoint:

1)      For SharePoint, keep learning from experience and utilize it as an advantage.

2)      Utilize experience from customers, employees, colleagues and leaders in regard to SharePoint.

3)      In regard to SharePoint, be prepared to go a different way, to break new ground and to find new ways to conquer problems.

4)      Utilize focused thinking to bring energy, power and clarity to SharePoint ideals.

5)      Be selective in how SharePoint can solve problems via its usage.

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Use SharePoint

The following can be utilized as a strategic thinking way with SharePoint:

1)      Use SharePoint to seize opportunities and open new horizons.

2)      Use SharePoint to pursue your purpose and embrace core values.

3)      Use SharePoint to help innovate and enhance the bottom line.

4)      Use SharePoint as a visionary tool.

5)      Use SharePoint to get and extract needed details.

 

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SharePoint Thinking – Big Picture

The following are some items to consider and think about in regard to SharePoint:

1)      SharePoint big picture thinking leads to getting the right items done.

2)      SharePoint big picture thinking promotes team work.

3)      SharePoint big picture thinking leads to communicating the vision and seizing opportunities.

4)      SharePoint big picture thinking allows for not losing sight of the all-important overview.

5)      SharePoint big picture thinking allows for charting uncharted territory.

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SharePoint Thinking V

The following are some items to consider and think about in regard to SharePoint:

1)      Find the right way and place to share your SharePoint thoughts.

2)      Look for ways to get users thinking about SharePoint.

3)      Always think and preach that SharePoint is good.

4)      Be aware to act on good SharePoint thoughts.

5)      Utilize big picture thinking in regard to SharePoint aspects of what is needed and what it can do.

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SharePoint Thinking IV

The following are some items to consider and think about in regard to SharePoint:

1)      To take SharePoint ideas to the next level, find people to help stretch those thoughts.

2)      Be aware to have the right people for your SharePoint project so you obtain the right result.

3)      Utilize your SharePoint ideas in the right environment, with the right technologies.

4)      The SharePoint ideas power comes when the right way and place to implement is obtained.

5)      Find the right medium to display and discuss your SharePoint idea wisdom.

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SharePoint Thinking III

The following are some items to consider and think about in regard to SharePoint:

1)      Continue to help users improve their SharePoint knowledge via quick guides, ad-hoc one: one training, videos, etc.

2)      Continue to make sure that users are utilizing SharePoint for goal setting.

3)      SharePoint is always changing with new features and functionality so always changing is part of the SharePoint mantra.

4)      Evangelize communication aspects of SharePoint to users (blogs, wikis, etc.).

5)      Find a quiet spot, whereas the evangelizer of SharePoint, one can think about what the environment needs to be successful.

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SharePoint Thinking II

The following are some items to consider and think about in regard to SharePoint:

1)      Take a basic SharePoint project and obtain the needed data to implement but consider several options, perspectives and ideas in the final project.

2)      Realize that SharePoint is a change for many users and requires that they are able to change to be rewarded by the change.

3)      Prepare to succeed by building beliefs in what SharePoint can do.

4)      Being excited about the SharePoint product will lead to users being confident and committed to the product.

5)      Having a good mood and energy about the SharePoint technology stack will drive users attitude.

 

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SharePoint Thinking I

The following are some items to consider and think about in regard to SharePoint:

1)      Those users who have a negative perception of SharePoint – should be set to be positive by shifting them to understand that SharePoint can solve their problems.

2)      Evangelize and make it clear that SharePoint provides results – when users change their thinking.

3)      Be sure to listen to all users ideas.

4)      Be consistent in getting back to users in regard to their needs.

5)      Break requests into the proper pieces so they can be deployed over time and include proper review, testing and changes.

 

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SharePoint Agile Story Template

When using Agile and SharePoint, it’s important to utilize a simple template for a story. By having a template, it will help the development process of what is actually needed to be built. As an example, a template is as such:

FOR <customers>

WHO <need a piece of functionality>

THE <product>

IS A <product category>

THAT <key benefit>

UNLIKE <competition, alternative>

OUR PRODUCT <differentiating statement>

Filled in, this could be as such:

FOR <human resources department>

WHO <need a web-part to display frequently asked questions>

THE <frequently asked questions knowledgebase>

IS A <dropdown of choices of key departments>

THAT <are listed by category>

UNLIKE <the information technology web-part frequently asked questions>

OUR PRODUCT <will allow users ti pick the proper category then allow a response to the requestor via e-mail>

SharePoint Web Content Management

The following are some key steps to utilize in regard to web content management:

Step 1 – Create content with proper page layouts and image resources.

Step 2 – Have content approved/rejected via an approval process.

Step 3 – Schedule content as needed.

Step 4 – Have a start date and end date for published content. Once content is expired, it should be archived.

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5 Step Approach to a Metadata – Archive Policy

The following are the 5 steps needed to create a metadata based archive policy:

•      1) Create Content Syndication Content Types that originate from a Content Type Hub. These are housed in an Archive web application. Since these Archive Content Types are syndicated content types it means they can be used on different web applications, and site collections.

•      2) Each site created so that one can leverage an archive policy needs to have content types created and named appropriately:
Example:
Name of Site 1-Year
Name of Site 2-Year
Name of Site 3-Year

•      3) For each content type - create an Information Policy to a Content Type.

•      4) Make sure that the content organizer site feature is turned on so that metadata based rules that move content submitted to a library to the proper location are in place.

•      5) Set-up a workflow then for each site so that when a file meets the policy based on the content type, the site owner gets an e-mail:
Example: This document - [%Current Item:Name%] - has been moved to the Archive document library due to the expiration policy. Click here to view your files and return them from the archive site to your proper site.

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Communication of SharePoint Governance Plans

Communication of SharePoint governance standards and polices could follow a communications path as such:

Content

• Have a published governance policy and standards section available for all SharePoint users
• Governance Announcements: make sure they are always up to date as changes in regard to policies and initiatives are updated

Format

• Utilize a sectioned wiki of core and key information so that content can be easily referenced and linked to
• Utilize a blog with proper categories relevant to the areas of the governance that are to be posted

Timing

• Update content at least once a month to keep it fresh

Who

• The Farm SharePoint Administrators should be responsible for producing and updating the governance information and for communication
• Communication can be via formal e-mail communication, an announcement on the SharePoint site itself or via alerts that are set-up in SharePoint (by users or administrators)

SharePoint Top 4 Core Governance Risks

The following are 4 top risks to an effective SharePoint governance plan:

·         Obtaining proper support from the business leaders to enforce the proper governance

·         Site collection administrators and power users refusing to abide by the posted policies

·         Needed support and resources, especially budget is non-existent

·         By not following governance the old ways of management of content stray from usefulness and business value

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Top 10 Items to Include in a SharePoint Technology Guide

When installing SharePoint – be it on-premise or on-line, the following are some great items to include in a core technical guide. These items can be utilized by the team or just for knowledge on how the system ecosystem is set-up and works:
 

1)      Document the server names and specifications that make-up the SharePoint farm.

2)      Document the database configuration

3)      Document all the Domain Name System (DNS) names utilized

4)      Document the web application configuration

5)      Document alternate access mappings utilized

6)      Document the farm solutions deployed in the environment

7)      Document managed paths utilized

8)      Document master page customizations

9)      Document CSS customizations

10)  Document active directory groups utilized

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SharePoint Intake Planning for Content Migration

For intake of content to be migrated to SharePoint, the following are some good items to know when planning to migrate content from one location to another (could be one SharePoint environment to another or migrating content from a file share to SharePoint):

Content Name (Library/List/Share):

 

Current Location of content:

 

Type of SharePoint App (includes core apps to choose from such as: Document Library, Picture Library, List, Survey, Subsite):

 

Last Modified Date:

 

Site Metadata tags (applicable to only document libraries):

 

Notes:

 

Destination Location (full URL is ideal):

Searchable (Yes or No):

 

Content Owners/Owner access:

Content Members/Contributors:

 

Content Visitors/Read only access:

 

Date Migrated (To be used by SharePoint Administrators only):

 

SharePoint Administrator Notes:

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SharePoint Europe - Office 365 – SharePoint Online Instructor Guide

SharePoint Europe - Office 365 – SharePoint Online Instructor Guide https://www.sharepointeurope.com/office-365-sharepoint-online-instructor-guide-preview/

Microsoft Teams Planning

The following – aspects are key to consider and utilize when planning for Microsoft Teams which is a chat-based workspace included with several Office 365 plans:

1) Get the right people together - have the right mix of IT and business users

2) Prioritize your business scenarios - Know and plan what are the best business scenarios to be utilized

3) Complete technical planning - know how the environment should be architected as well as how to provision users

4) Conduct pilots and deploy teams - utilize what is believed to be the needed set-up and functionality with a targeted group of users

5) Measure usage, manage satisfaction, and drive adoption - review usage reports and see and understand what and why users are utilizing and then encourage use of needed functionality

Communication Details for SharePoint

The following are some points which vice-presidents and directors are interested in:

• Regular updates
• Issue trends – office-specific and firm-wide
• Budget alerts – related costs that will be charged
• Firm-wide projects having impact to daily operations
• One-off efforts, where applicable, having an impact to daily operations

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9:00A.M. Meeting Agenda for SharePoint

Purpose: The purpose of the 9a.m. update meeting is to share functional updates that will increase the overall effectiveness of the department.

Action Items: Be prepared to discuss the following items at 9:00am meetings.

a. Items that occurred in the last 24 hours that have impact.

b. A 2-3 minute daily update from a project management perspective from each invited individual.

c. What are the trends in the last 24-hours?

d. What issues are still outstanding?

e. What is happening in the next 24-48 hours?

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Managing SharePoint Top 12 Items

The following are some key traits to utilize when managing SharePoint:
1) Building a Team
2) Utilize a Project Methodology
3) Budgeting
4) Technical Architecture
5) Governance
6) Training
7) Change Control
8) Technical Roadmap – Yearly
9) Intake for Requests
10) On-going On-Boarding
11) On-going Changes
12) Handling Overall Growth

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