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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