Sunday, March 27, 2022

SharePoint 6 Questions to Ask in an Initial Meeting

When first meeting with individuals on a SharePoint site/workflow, etc. The following are 6 key questions to ask right away in an initial intake 30-minute meeting:

  1. What is the problem?
  2. Who needs to see/edit/own content?
  3. How does any current process in place work and is it documented?
  4. When does the process take place and how often?
  5. Why is there a problem and what did it result in?
  6. What reporting aspects are needed to be known from the captured content/information?


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