The document outlines 8 steps to effectively build a SharePoint site: 1) Identify the site's purpose, 2) Involve relevant stakeholders, 3) Create the site, 4) Define lists, libraries and components, 5) Customize the site's look and settings, 6) Populate initial content, 7) Define access permissions, and 8) Provide self-help resources for common tasks. The presentation aims to help attendees build SharePoint sites that meet business needs and facilitate collaboration and information sharing.

1. 8 Steps to Effectively Build
a SharePoint Site
Dux Raymond Sy, PMP
Innovative-e
Microsoft New York City
February 21, 2009
10.45 am – 12.00 pm

2. Presentation Objectives
 After completing this presentation, you will be able to
effectively build a SharePoint site
 In addition, you will be able to
 Identify site purpose
 Define stakeholders
 Create a site
 Define site lists and libraries
 Customize a site
 Enable document management features: version
control, check-in/check-out, content approval
 Integrate SharePoint with Outlook, Excel and Word

3. Dux Raymond Sy, PMP
 Managing Partner, Innovative-E, Inc.
 Contract Author & Instructor, Learning Tree
International
 Author, “SharePoint for Project Management”
by O’Reilly Media
 For more information, connect with Dux
 E-Mail: dux.sy@innovative-e.com
 LinkedIn: LinkedIn.com/in/meetdux
 Blog: Meetdux.com
 Twitter: @meetdux

4. Agenda
 Why SharePoint?
 8 Steps to Effectively Build a SharePoint Site
 Questions and Answers

5. Share
+
Point

6. What’s SharePoint?
 Allows individuals in an organization to easily create and
manage their own collaborative Web sites
 Simplifies how people find and share information across
boundaries, and enabling better informed decisions
 Seamlessly integrates with Windows and MS Office
 Does not refer to a specific product or technology
 Using the word “Microsoft SharePoint” is like using the
word “Microsoft Office”
 Refers to several components of collaborative solutions
 Windows SharePoint Services 3.0 (WSS)
 Microsoft Office SharePoint Server 2007 (MOSS)

7. What if SharePoint is a Car?
Car SharePoint
Purpose: Purpose:
What’s required? What’s required?

8. WSS vs MOSS
 WSS is the core technology of Microsoft SharePoint
 WSS can be considered the “engine” of SharePoint
 Provides document management and team
collaboration tools
 WSS is available for free as long as your organization is
utilizing Windows Server 2003 or above
 MOSS extends the capabilities of WSS
 Going back to our car analogy, MOSS provides
extended capabilities such as GPS, a DVD system,
Voice Commands, etc.
 Extended features include Enterprise search,
Personalization, Enterprise Content Management, etc.
 Unlike WSS, MOSS is not available for free

9. SharePoint Geek Vagen

10. Agenda
 Why SharePoint?
 8 Steps to Effectively Build a SharePoint Site
 Questions and Answers

11. #1 Identify the Purpose
 Why do you need a SharePoint Site?
 What business need will be addressed?
 Examples:
 Project Management
 Human Resources
 Finance Department

12. #2 Involve Relevant People
 What are the expectations for the site?
 Reduce Cost
 Support Compliance
 Increase Efficiency
 Information needs of a site user
 Identify the type of information a user would need
 What is the frequency?
 Will they retrieve the information or should it be sent to
them?

13. Example: PM Communications Plan
 Chief Executive Officer
 Regular e-mail updates on project milestones and
risks
 Chief Financial Officer
 Access to project budget information
 Reviews and updates any change to project finances
 Chief Compliance Office
 Monitors project process compliance
 Reviews and updates project risks
 Program Manager
 Reviews project tasks, milestones, and risks

14. #3 Create the Site
 Be familiar with your site creation policy
 Top-level sites or sub-sites?
 Are you allowed to create sites?
 Naming convention
 Create the site based
on the purpose
 Leverage templates
 SKIP defining site
members for now

15. #4 Define Site Components
 Centralize information
 Lists
 Libraries
 Reporting
 Custom Views
 Web Parts
 Surveys
 Automate business processes
 Facilitate communication and collaboration
 Wikis
 Discussion Boards

16. Example: Milestones Dashboard

17. Example: Clarifying Requirements

18. #5 Customize Site
 What are your priorities?
 Determine if any organizational standards exist for
 Look and feel
 Navigation
 Usability and Taxonomy
 Site specific needs
 Regional settings
 Document Management
 Version History
 Check-in/Check-out
 Content Approval

19. #6 Populate Initial Content
 Generate new content
 Migrate existing content
 Integrate existing data sources

21. #6 Define Relevant Site Access
 Refer to your communications plan
 Should users be grouped?
 Manage permissions wisely
 Site-level
 List or Library level
 Item-level
 Test user account scenarios

22. Example: Permissions Matrix
Site User Contacts Documents Tasks Calendar
CEO C R R R
PMO Director C FC C C
Resources C C C C
Finance C
FC = Full Control D = Design C = Contribute R = Reader

23. #8 Provide Self-Help
 Not all users will get formal training
 Create a self-help section for common site tasks like:
 How to post calendar events
 How to upload a file
 How to move files with explorer view
 Self-help can be in various forms
 Powerpoint slides
 Video snippets
 Custom lists

24. Launch Your Site!

25. Agenda
 Why SharePoint?
 8 Steps to Effectively Build a SharePoint Site
 Questions and Answers

26. Questions?

27. Download this presentation @
meetdux.com/resources
Thank You!
Innovative-e
Microsoft New York City
February 21, 2009
10.45 am – 12.00 pm